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		Updated the field name of Network Reference (DE123) to Network Reference, and Network Reference ID to Network Refer ID (DE123). See Appendix F: Transaction Detail Fields Thredd Portal excludes status change entries prior to 2022. Card status changes before this year are no longer retrievable. See Searching for a Card Using Additional Criteria.	1.1

Older Versions

Older versions are available in PDF format only.

File Name	What's Changed?	Version
Thredd Portal Guide 1.0	First version.	1.0