Searching Transactions

The Newline Dashboard provides a read-only view of transaction data with flexible search and filtering options to help you locate specific records quickly.

Filter Dropdown

To filter transactions data, navigate to the Transactions tab located in the top navigation header—available across all dashboard pages and select the dropdown..

You can filter using the following identifiers:

  • Transaction UID
  • IMAD
  • Network ID
  • Sec Code
  • Transfer ID
  • UETR
  • VRN (Virtual Reference Number)

Expanded Filters

To refine your results, apply filters such as:

  • Date Range
  • Transaction Type (e.g., ACH, ACH Return, Wire, Card Load, Card Purchase, Card Refund, etc.)

Search Results

To begin, navigate to the Transactions tab or use the Transaction UID search bar located in the top navigation header—available across all dashboard pages.

Results include key transaction details such as:

  • Transaction status
  • Sender and receiver information
  • Associated metadata

Use the “View All” option to expand the results table and access additional context for each transaction.