Most transactions settled using Conferma Pay Online Virtual Card Number (VCN) technology are automatically matched to the associated deployment. However, if this has not happened, you can manually match the two sets of data.
We recommend you clear the list of unmatched deployments regularly before you run any reports. This ensures that the information in the reports is as complete as possible.
To locate any transactions that are not matched to deployments, adjust the search settings to 'No' for Deployments Matched? and click Search.
To narrow the search results down to a specific Card Pool, Statement Reference or Date Range, set the search criteria accordingly. The search results will return any unmatched transactions that meet the criteria.
Select the transaction from the list to view the details.
To search for a deployment to match to the transaction, select Find Deployments to open the Deployment Search pop up box.
The most efficient way to find the corresponding deployment is by clicking Find Deployments With Same Card. This link will provide you with a list of all deployments made using the same VCN.
Find Possible Deployments provides a list of deployments where the system locates potential matches.
You can also search using Deployment ID, Date Range, Reference, and Supplier Name.
For Hotel deployments, selecting Advanced Options will offer you additional filters - Hotel Name, Address, Check Out Date Range and Traveller Name.
The text that you enter in these fields should match the text in the deployment details exactly. Entering part of the hotel name and/or address will give you more results.
Click Search and a list of applicable deployments will be displayed.
Click a deployment to see further details.
After checking that the details are correct, simply click the Link To: option and the transaction will be matched to the deployment you selected.
Transactions charged to an emergency card do not automatically match because this was not the payment card issued at the point of deployment. SNAP allows users to find and manually assign the transaction to the correct deployment. Most of the process to match these transactions manually is the same as above, with a couple of exceptions.
When you search for unmatched transactions, the card number for any transactions charged to an Emergency Card is displayed in red. Click on the transaction and click Find Deployments.
As an Emergency Card was used, searching for deployments with the same card will not locate the deployment you are looking for. The simplest way to locate the correct deployment is to enter part of the narrative in the Supplier Name field and click Search.
Be as exact as possible with the search terms that you enter to increase the chances of easily finding the correct deployment.