Loans > Loan Screens > Transactions Screen Group > EZPay Screen > Using the EZPay Screen

Use this tab on the EZPay screen (available if the Show Card Log option (EZSCDL) is enabled) to search for and view card activity history for the selected customer account.

Use the fields at the top of this tab to indicate parameters for the system to display history items. Once the necessary information has been entered in these fields, click <Search>. Only card history items that match the indicated parameters will appear in the list views on this tab. The following parameters can be set for the system search using the fields on this tab:

•Use the Account Number field to indicate a specific account number to search.

•Use the Confirmation Number field to indicate a specific confirmation number to search.

•Use the Payment Type field to indicate which payment types will appear when conducting searches on the Payment Log sub-tab (see below). Possible selections are Recurring and One Time Future.

•Use the Start/End Date/Time fields to indicate a time window. Only history items that occurred within this time window will appear in the list views.

•Use the Status field to indicate which transaction statuses will appear when conducting searches on the Payment Log sub-tab (see below). Possible selections are Succeeded or Failed.

•Use the Teller Number field to indicate a specific teller to search. Only transactions involving the indicated teller will be displayed. This field is not used when conducting searches on the Payment Log sub-tab (see below).

This tab displays system history on three separate sub-tabs (shown at the bottom of the Card Log tab in the screenshot above). Every time a new sub-tab is selected, the search fields and the <Search> button must be used again. These sub-tabs are as follows:

•The list view on the Error Log tab displays any errors that occurred while processing credit card payments fitting the indicated search criteria. This list view displays the Date the error occurred, the Account Number the error occurred on, and a brief description explaining the error (Error Message).

•The list view on the Payment Log tab displays information about successful credit card payments fitting the indicated search criteria. This list view displays the Date and Time the payment occurred, the Account Number the payment occurred on, the Amount of the payment, the transaction's Confirmation Number, the payment Type and current Status, and any Error messages attached to the payment.

•General history information can be viewed on the History Log tab. There are two list views on this tab. Search results will appear in the list view on the left. Select a history item in that list view to display further information about that history item in the list view on the right.

oThe left list view displays the customer's ID and Account number, a brief description of the action taken on the customer loan account, the Date and Time of file maintenance, and the Teller ID number of the employee who performed the file maintenance.

oThe right list view displays the name of the CIM GOLD Item Changed by the action, the previous (Old) data entered for that item, and the New Data entered for the item.