CPS Credit Card History

The Credit Processing Solutions dialog box and Card Services Credit dialog box lets you review current activity, pre-authorizations and statement history up to the previous six months. You can access credit card history by clicking the CPS/CSC History icon button on the History – Credit Card Transaction History tab.

How do I? and Field Help

The Activity drop-down list lets you review current activity, pre-authorizations and statement history up to the previous 12 months. The Begin and End fields let you define a specific date range.

To review credit card history, complete the following steps:

1. Click the Account Number down arrow to select a credit card account.
2. Click the Card Number down arrow to select a specific credit card number. All digits of the credit card number will be masked, except for the first 6 digits and last 4 digits of the number.
3. Click Activity down arrow to select Pre-Authorizations, Current Activity, or a specific Statement.
4. To specify a date range, click the Begin Post Date down arrow to select the beginning date from the pop-up calendar or enter the date in MM/DD/YYYY format. Then, click the End Post Date down arrow to select the ending date from the pop-up calendar or enter the date in MM/DD/YYYY format.
5. To specify an amount range, enter starting amount in the Begin Amount field. Then, enter the ending amount in the End Amount field. Length: 12 numeric including decimal
6. Click the Transaction Type down arrow to select a specific type of transaction: Credit, Debit or Memo Post.
7. In the Transaction Code field, enter a specific 3-character transaction code.
8. Click the Descending Date Order option to sort the history in descending date order. Click the Ascending Date Order option to sort the history in ascending date order.
9. Click Search to use the selection criteria specified to search for credit card history. The results appear in the Credit Processing Solutions grid.

The Credit Processing Solutions grid and Card Services Credit grid displays a summary of a member’s credit card activity. Click the export icon to export grid information to Microsoft Excel. Select the Expand All check box to view all the credit card activity detail.

Column Heading	Description
Account Number	The credit card account associated with the activity.
Post Date	The date the transaction was posted.
Effective Date	The effective date of the transaction.
Amount	The amount of the transaction
Transaction Code	The transaction code associated with the activity.
Authorization Code	The authorization code associated with the transaction.
Transaction Type	The type of credit card transaction: Payment, Advance, Payment Reversal or Advance Reversal

Click Reset to clear the selection criteria and begin a new search. Click Cancel to close the dialog box.

When Pre Authorizations is selected from the Activity drop-down list, CPS/CSC will return the date, merchant name, approval code, reason code, number of days remaining and amount. Generally, an approved authorization will display for 3 – 5 days and a denied authorization will display for 7 – 10 days, as defined by the credit union and CPS/CSC. Once the approved authorization is processed, it is removed from the grid.

Only denied pre-authorizations will display a reason code.