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Commissions Reseller Statement Security Users List Access Policy Roles Equipment Configurations Terminals Terminal Order List Reports Reports Reports Portfolio Perspective New New Portfolio Details Portfolio Details Branding Profile (Portfolio) Defaults Settings Defaults Entities Merchants Resellers Channels Equipment Terminal Update Profile List Update Search Repository Fulfillment Center Terminals Parameters Terminal Messages Onboarding Applications Agreements Configurations Configurations Billing Configurations Profiles Distributions Distributions Remittance Pricing Template List Taxes Modify Tax Announcements Announcements Agreements Merchant Agreements Security Users List Access Policy Roles Profiles Provisioning Settings Facilitator Profile List Onboarding * Processing User Perspective New Human User Service User Details Human User Details Service User Details Merchants Merchants List Resellers Resellers List Portfolios Portfolios List Security Security Terminal Perspective Details Terminal Details Parameters Terminal Parameters Updates Terminal Updates Logs Logs Terminal Migration Log Distributions Perspective New New Vendor New Holding Account Details Distributions Details Statements Statements Fulfillment Perspective New New Fulfillment Center Details Fulfillment Details Users Users Shipping Shipping Orders Terminal Order List Configurations Configurations Keys Keys Models Models Administration Setup Perspective Error Codes Error Codes Email Templates Email Templates Response Codes Response Codes Holidays Holidays Note Templates Note Templates Security Access Policy Roles Blacklist Blacklist System Perspective Statistics Merchant Financial Statistics IQ Database Querying Module Log Querying Module Vel Tracking Velocity Tracking Branding Branding Branding Profile (System) Keys Decryption Keys Agreements User Agreements Jobs Send Message Manual Remittance Post Statements CLI Command Job Object Job Messages Processing Lock Logs Browse Logs Analyze Logs Transaction Logs Server Log Files FTP Gates File Store Sanitization Sanitization Profile Reporting Reporting Modify Report Providers Provider Codes Import Format Resource Code Currency Sign System Settings Diagnostic System Audit Perspective Changes Merchants Resellers Users Terminals Portfolios Portfolios Users Users List Analysis Analysis Errors Errors Transactions Transactions Audit Monitoring Perspective Manage Selection Select Merchants (Modify Selection) FTP Gates FTP Gates Transactions Transactions Sub Batch Sub Batch Statements Merchant Statement List Statement Reconciliation File Store File Store Account Profile Merchant Account Profile Billing History Billing History Providers Provider Profile Provider Account Jobs Send Message Manual Remittance Post Statements Job Object Job Messages Processing Lock Camel Routes Reporting Processing Processor Reconciliation Processing Reconciliation Transaction Summary Transaction Detail Remittance Reconciliation Queue Reports Queue Reports Reports Console perspective (new) Items

Portfolios List

Type:    Form

Description: Provides access to the list of portfolios available for the user.

Items:

Portfolios List

Includes the list of portfolios connected with the selected user.

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Code

Identifier of the portfolio's owner within the system. Auto-incremented integer value. References: Portfolio.id

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Name

Name of the portfolio. References: Portfolio.name

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Create Date

Date when the portfolio was created. References: Portfolio.createDate

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Active

Indicates whether the portfolio is active within the system. References: Portfolio.isActive

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Modify Portfolio

Allows to modify the selected portfolio. The button leads to the corresponding form.

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Remove Portfolio

Allows to delete the portfolio from the list.

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Add

Allows to select the portfolio based on the search criteria specified and add it to the list. Opens Form: Select Portfolio

Select Portfolio

Includes various portfolio selection options.

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Apply

Applies changes to the portfolios list and closes the form.

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Cancel

Closes the form without saving any changes to the portfolios list.

Portfolio Search

Includes search criteria to locate a portfolio.

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Find

Executes search based on predefined criteria.

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Clear

Clears any selected criteria - resets the form to its original state.

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Name

Search criteria to locate portfolio with a specific name by entering either full or partial name.

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Code

Search creteria to locate portfolio by its account code.

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Create Date

Search criteria to locate portfolio within the certain date range. Either beginning or end date is necessary.

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Active

Search creteria to locate portfolio by its activity status.

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All

Default value.

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Yes

Indicates that portfolio is active within the system.

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No

Indicates that portfolio is not active within the system.

Portfolios List

Includes the list of the portfolios found based on the search criteria specified.