CAPS Transaction History Report

The CAPS Transaction History report lists the transactions received during the specified date range and sorts the results by Transaction Number, Permit Number, City, or Customer Reference ID Number. CAPS generates two versions of the report, one for customers with trust accounts and one for customers with debit accounts. Following are samples of the reports and descriptions of the fields used in the reports.

Transaction History Report — Trust Account

This image shows an example of the CAPS Transaction History report for a trust account.

Field Descriptions

Customer Name – Customer name associated with the account number in the account field.
Account – The account number entered on the Account Inquiry page in the CAPS Web site.
Date Range – The date range of the report taken from the dates entered on the Account Inquiry page.
Sorted by – The name of the field used to sort the report.
Balance – The current balance of the account.
Print format – Click to get a printable page of the entire report.
Balances – Click for the balances summary page.
Transaction Number – Each CAPS transaction is assigned a transaction number. The number has three parts: date of transaction, time of transaction, and transaction code. For example, the transaction number 2001010515395300D breaks down this way:

Year

Month

Date

Hr/Min

Seconds

Seq#

Code

2001

01

05

1539

53

00

D

Date – The mailing or activity date.
City – The city where the permit is held.
State – The state where the permit is held.
Permit#EMCA# – The permit or EMCA number used by the customer.
Type – The type of permit for the permit number listed.
Class – A code describes the type of mailing transaction. If the field is empty, the transaction was not a mailing transaction.
Pieces – The number of mailpieces.
Transaction Amount – The total amount of the transaction entered into the Permit system, or the total of all transactions for the day.
Balance – The running balance of the account.
Customer Ref/Reason Code, Trans# – This field has a dual purpose. For mailing transactions, the report displays the CAPS Customer Reference ID as entered into the Permit system from the postage statement. "NA" indicates there was no Customer Reference ID on the postage statement. If the transaction is a reversal, the report shows a reason code and the original CAPS transactions number of the transaction being reversed.

Transaction History Report — Debit Account

This image shows an example of the CAPS Transaction History report for a debit account.

Field Descriptions

Customer Name – Customer name associated with the account number in the account field.
Account – The account number entered on the Account Inquiry page in the CAPS Web site.
Date Range – The date range of the report taken from the dates entered on the Account Inquiry page.
Sorted by – The name of the field used to sort the report.
Balance – The current balance of the account.
Print format – Click to get a printable page of the entire report.
Balances – Click for the balances summary page.
Transaction Number – Each CAPS transaction is assigned a transaction number. The number has three parts: date of transaction, time of transaction, and transaction code. For example, the transaction number 2001010515395300D breaks down this way:

Year

Month

Date

Hr/Min

Seconds

Seq#

Code

2001

01

05

1539

53

00

D

Date – The mailing or activity date.
City – The city where the permit is held.
State – The state where the permit is held.
Permit#EMCA# – The permit or EMCA number used by the customer.
Type – The type of permit for the permit number listed.
Class – A code that describes the type of mailing transaction. If the field is empty, the transaction was not a mailing transaction.
Pieces – The number of mailpieces.
Transaction Amount – The total amount of the transaction entered into the Permit system, or the total of all transactions for the day.
Balance – The running balance of the account.
Customer Ref/Reason Code, Trans# – This field has a dual purpose. For mailing transactions, the report displays the CAPS Customer Reference ID as entered into the Permit system from the postage statement. "NA" indicates there was no Customer Reference ID on the postage statement. If the transaction is a reversal, the report shows a reason code and the original CAPS transactions number of the transaction being reversed.