The Transaction Queue in Q2 Console enables you to view, research, and monitor transactions generated in digital banking by end users. You can use the Transaction Queue to search, filter, and sort through transaction records according to your needs.
Much like Q2 Console User Management, the Transaction Queue starts in a blank, default state, where a search needs to occur before records are displayed.
You can search in the Transaction Queue by selecting a criteria and entering corresponding text into the search bar.
You can select the criteria you wish to search using one of the following options:
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Account number—originating account number of the generated transaction.
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Customer ID—unique ID of the customer of the generated transaction.
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Customer Name—name of the digital banking customer against whose account the transaction was drafted. For example, in business or corporate banking, the Customer Name would be the name of the business).
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User ID—unique ID of the user that created the generated transaction.
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User Name—name of the digital banking end user that created the generated transaction. For example, in business or corporate banking, the User Name would be the individual end user.
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Transaction #—unique generated transaction ID or number (also known as the Tracking Number).
Tip
Select the star icon next to a search criteria to set it as your default preferred option.
After selecting your desired criteria, enter text into the search bar. Then, either select or Enter on your keyboard. The search bar in the Transaction Queue accepts partial searches for text (non-numeric) fields and is not case-sensitive.
To cancel an entered search, select cancel on the right side of the search bar.
You can narrow down your search results further through the use of filters. The filters require the use of the search button and can be used in conjunction with the search bar. If no text criteria is entered in the search criteria, the queue results will solely rely on any filters you apply.
You can use filters in the Transaction Queue to narrow down the scope of your search using one of the following options:
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Amount—transaction amount
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Create Date—date the transaction was first created or saved
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Status—current transaction status
Tip
If your financial institution uses the Expired status for transactions, see Expired transaction status in Q2 Console Transactions.
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Type—type of generated transaction
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Process Date—date the transaction is expected to process (past, present, or future)
Note
The Create Date and Process Date returned will be in accordance with the time zone configured for your FI in your Q2 database. However, search results may display differently depending on your browser's current time zone.
When a search filter is applied, the background of the filter icon will turn dark grey. To clear an active search filter option, select on the filter and
, or select Clear to clear all applied filters and the text in the search bar. You may be required to select
after selecting or clearing your filters before the filters will apply to the queue results.
The following are default columns in the Transaction Queue that display search results and transaction data:
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Transaction #—unique generated transaction ID or number (also known as the Tracking Number)
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Create Date—date the transaction was created or first saved
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Status—current transaction status
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Amount—transaction amount
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Customer—name of the digital banking customer against whose account the transaction was drafted
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User—name of the digital banking end user that created the generated transaction
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Type—type of generated transaction
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Account Number—internal account number. For an account at a different FI, this is the name the end user provided when adding the external account.
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Process Date—date the transaction is expected to process
You can add or remove columns from the Transaction Queue table to suit your needs. All of the columns can be selected to display at one time, with any additional columns available to view using a horizontal scroll bar. You must always have at least one column selected.
Select the Select Columns option in the top right corner of the table to open the column selection menu.
Select or clear checkboxes to display or remove columns, respectively. Select Reset to Defaults to return the Transaction Queue table to the default columns, and select Only on a column name to select that column only and clear the checkboxes of all other columns.
If you hover over a column name, an icon will display in the header row next to the column name. To sort the Transaction Queue by a specific column, hover over a column header, then select
to sort the column by ascending order (for example, A to Z). Selecting the arrow again will sort the column by
descending order (for example, Z to A).
Note
If your FI uses the Expired transaction status and you sort the Transaction Queue by the Status column, transactions with the Expired status may be intermingled with Authorized or Drafted transactions. This is because Expired is a user interface status only and is not included in the Q2 data repository. For more information on the Expired status, see Expired transaction status in Q2 Console Transactions.
To rearrange the order of columns as they are displayed in the Transaction Queue, select the column header you wish to move and drag it to its new desired location.
If you hover over a column header, the width bounds of each column will display.
To increase or decrease the width of a table column, hover over the column header row so the width bounds display, then move your pointer over the width line of one of the columns. When the pointer becomes a , drag the pointer to increase or decrease the column width.
Selecting a transaction row on the Transaction Queue page will open up the Transaction Details page for that specific transaction. For more information, see Transaction Details in Q2 Console.