Client Resource Center

Positive Pay – Check Search

Follow these instructions to search for a check in Positive Pay.

Positive Pay
  1. Select Other Services then select Positive Pay.
  2. Click Launch Advanced Options.
  3. Select the Transaction Processing menu and then Check Search.
  4. Checks can be searched by specifying various criteria listed on the screen according to need.
  5. Select the desired Client ID from the drop-down menu. This specifies which account(s) should be included in the search.  
  6. The following fields are optional and may be utilized to narrow down the corresponding search.
    • Select Check Status to specify the status of the check or checks being searched.  All statuses will be selected by default.
    • Indicate a check number range if desired.
    • Select an item in the Date drop-down menu to specify a category. This corresponds to the type of date you would like to run the Check Search report for. 
    • Specify the Date Range of the check if this information is available to further narrow the search.
  7. Click the carrot next to Show additional options to uncover additional search options.
    • Select a decision from the list based on whether the check was paid or returned. 
    • Select a reason from the list based on the reason that was selected.
    • Indicate whether reversals should be included in the search by clicking the check box.
  8. Click Search once all desired criteria has been specified.
  9. The resulting checks will appear on the screen.
  10. To customize your view, you can drag a column header to reorder.
    • Select the spyglass icon to filter and search all results or select a specific column to search within.
    • Select the columns icon to select or remove columns from the report.
    • Select the export icon to export the search results to a Microsoft Excel or PDF file.
    • Select the Kabob icon on an individual search result to perform various actions. 
  11. View audit history displays the history of all changes made to the record. 
  12. You may also choose to edit, delete or view the record by clicking on it. Select the View drop-down menu to set how many items to be listed on each page.


Additional resources