TABLE OF CONTENTS
- Overview
- Accessing and Searching in the Transaction Hub
- Transaction Hub Details
- How to Use the Transaction Hub for Investigations
- Frequently Asked Questions (FAQ)
- Troubleshooting Checklist
Overview
The Transaction Hub is a centralized self-service tool that brings visibility to payment activity across multiple Passport products. It is designed for teams who need to investigate, verify, or troubleshoot specific financial transactions efficiently. By providing a single, unified view, the tool simplifies the review process, reduces the time required to answer external queries regarding payment transactions, and ensures all critical details are easily accessible in one location.
Accessing and Searching in the Transaction Hub
Users can search for transactions using several filters, including operator, status, timestamp, card details, and system-generated identifiers.
- Note: Only users with the appropriate permissions can access Transaction Hub via the Payments tab in Passport's Portal.
Search by Operator and Status
To search by operator and status, enter:
- Operator (Passport client)
- Payment Account associated with the operator
- Transaction Status:
- Approved: Successful
- Pending: Not yet completed by the processor
- Declined: Failed verification or expired card
- Error: Processing or validation error
Note: External users will have their operator automatically selected based on access. If there’s only one account, that field may also be auto-filled.
Search by Transaction Type
Choose from:
- Authorization: Verifies card validity
- Sale: One-time payment
- Void: Cancels a transaction
- Capture: Final amount collected after authorization
- Refund: Returns transaction amount to the user
- Verification: Confirms card details
Note: Parking transactions typically go through authorization and capture to allow extensions. Enforcement, Permits, and SpotBlock™ usually use a Sale transaction.
Search by Timestamp
Users can filter by day, month, or year using a calendar picker. Custom date ranges aren’t supported at this time.
Note: For transactions older than one year, use the Payment Transaction Report instead. The Transaction Hub is best for recent or near real-time activity.
Search by Card
Enter the last 4 digits (required) and optionally filter by:
- Expiration date
- Transaction amount
- Card Type: Visa, Mastercard, American Express, Discover
- Payment type: Credit Card, Google Pay, Apple Pay
Note: Internal users can view all operators. External users are limited to the cities/operators they’re assigned to.
Search by Any ID
Users can also search using the following identifiers:
- ID: Unique UUID for the transaction
- Order ID: Groups multiple transaction steps under one order
- Product ID: Generated by the product
- Note: Product ID is essential for external users.
- Transaction Reference Numbers (1,2,3): Created by the payment gateway (e.g., Cybersource)
Reconciliation ID: Created by Passport Payments
- Token: Used for secure processing
- Transaction Group ID: Prevents duplicate transactions
Previously, Passport generated reference numbers that integrated with product IDs. With the new system, Passport Payments provides the Reconciliation ID, and each product can generate its own references. These may match or differ based on configuration.
Transaction Hub Details
After performing a search, click any Transaction ID to open the details view. This page includes several information panels.
Payment Details
This section includes:
- First 6 and last 4 card digits
- Expiration date
- Billing address
- Card type and method (e.g. credit card, Apple Pay)
- Originator and token provider
If using Passport's token vault:
- Payment Type: Credit Card / Network Token
- Originator, Passport, Apple, or Google
- Token Provider: Passport
If NOT using Passport's token vault:
- Payment Type: Network token
- Originator: Apple or Google
- Provider: Apple or Google
Processor Details
Displays key processor-level info:
- Processor Transaction ID
- Reconciliation ID
- Transaction Reference Numbers
- Reference numbers appear only on primary transaction types (e.g., Authorization, Sale). They won't show for Capture, Void, or Refund steps.
If AVS or CVV checks are enabled, the result will show in this section.
Overview Section
This section is split into two sides:
- Left: Transaction Details
- Type
- Status
- Amount
- Date
- Reference Number
- Initiator
- Right: Settlement and Funding
- Gross and net settlement amounts
- Status explanations
- Completed: Net settlement is approved
- Pending Reconciliation: Waiting to be assigned to a batch
- Reconciled: Assigned to a funding batch
- Not Applicable: Declined or errored transactions don't settle
Order Transaction Trail
Displays grouped transaction steps tied to an Order ID.
- Authorizations and Captures are grouped together
- Refunds and Voids appear under the same group
- Chargebacks are excluded (they're handled externally)
Users can click into each step for more detail.
Line Items
This panel shows the line items submitted with the transaction:
- Product Id and Description
- Item Amount
- Whether charges were passed to the end user
Fees
Passport supports a fixed list of fee types:
- Convenience Fee
- Service Fee
- Transaction Fee
Note: Fees can be client-earned or Passport-earned. All line items must add up to the total transaction amount.
Example: Parking Transaction
Example of a parking transaction with:
- Authorization, Void, and Capture steps
- Completed settlement and reconciled funding
- Batch ID and funding date visible
How to Use the Transaction Hub for Investigations
Use the Transaction Hub to:
- Check if a transaction is Approved, Pending, Declined, or Error
- Investigate failed transactions (e.g., declined authorization)
- Confirm if a transaction has been reconciled and settled
- Verify if 3DS/AVS/CVV passed
- Resolve chargebacks or escalated support issues
Frequently Asked Questions (FAQ)
Q: Why can’t I see my transaction?
A: Double-check the reference number. It may take a few minutes to appear.
Q: Why is the transaction status still “Pending”?
A: It may still be retrying. If it fails, the status will update to Error or Declined.
Q: Can I navigate from the product page to this tool?
A: Yes. If you have access, product pages like Parking Session include links to the Transaction Hub via Merchant Transaction Numbers.
Q: What does “Unsupported” funding status mean?
A: This means the transaction isn’t eligible for funding (e.g., test mode or unsupported merchant account).
Q: What if AVS or CVV failed?
A: Check the Verification box and suggest retrying with corrected credentials.
Q: How can I use the Batch ID?
A: Paste the Batch ID into the Settlement Reports to find full batch details.
Q: My product link doesn’t work — why?
A: You likely don’t have access to that product view. Contact your support rep to request it.
Q: Why are the Reconciliation ID and Reference Number different?
Passport Payments creates the Reconciliation ID. Some products may generate their own references too, so the two can differ.
Troubleshooting Checklist
Data Missing
- Refresh the page
- Verify reference number
- Wait for system syncs
Incomplete or Incorrect Data
- Check for sync icons or status messages
- Compare against internal system logs
- Wait and try again
Unexpected or Failed Statuses
- Review the Operation Trail
- Check AVS/CVV/3DS verification results
- Use Settlement and Processor details for escalation
Access Issues
- Confirm your permissions
- Contact internal support or admin
Still need help? Take a screenshot and note the transaction ID, operator, and steps taken. Contact your support team or Passport's helpdesk for further investigation.
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