Thredd Portal: Card and Transaction Management Guide

This guide describes Thredd Portal, which is Thredd's new web application for viewing and managing cards and transactions in your program.

Topics covered: Getting Started with Thredd Portal, Searching for a Card, Viewing Card Details, Searching for a Transaction, Viewing Transaction Details, Viewing Card Details, Performing Card Actions, Submitting a Feature Request, Common Decline Reasons, Card Details Fields, Card Status Codes, Usage Groups, Card Usage Rules, Group Limit Settings, Transaction Types, Transaction Details Fields, Transaction Lifecycle Fields

Current Version

The current version is available in both Online (HTML) and PDF format.

Online (HTML)	PDF	What's Changed?	Version
Thredd Portal Guide		Included screenshot examples for Additional Data (DE48) See Other Details. Added appendix item on new tokenisation settings. See Appendix J: Payment Token Details. Thredd Portal guide updated to support the new design refresh.	2.0

Older Versions

Older versions are available in PDF format only.

File Name	What's Changed?	Version
Thredd Portal Guide 1.1	Added a section on Remove from a Transaction from PFD. Updated screenshots throughout the guide. Updated the field name of Network Reference (DE123) to Network Reference, and Network Reference ID to Network Refer ID (DE123). Thredd Portal excludes status change entries prior to 2022. Card status changes before this year are no longer retrievable.	1.1
Thredd Portal Guide 1.0	First version.	1.0