Console Home Home Customers Customers New Customer Customer Auditing Setup Billing Cycles Items Taxes Billing Profiles Adjustment Reasons Account Groups Actions Letters Emails Notes Documents Billings Transactions New Sale (Card) New Sale (Direct Debit) New Refund (Card) New Refund (Direct Debit) Tokens Transactions Subscriptions Chargebacks Chargebacks Remittance Merchant Statement List Balances Charges Modify Charge New Charge Reports Reports Submissions Batch List Files Equipment Terminals Terminal Order List Management Merchant Perspective New New Merchant New Merchant (Extended) New Account (Extended) New Merchant (Provisioning) Provisioning New Merchant Provisioning New Account Onboarding Application Wizard (Merchant) Onboarding Application Wizard (Account) Onboarding Application Wizard (Affiliate) Manage Selection Select Merchants (Modify Selection) Select Single Merchant Details General Settings (Remittance) Deposit Settings (Processing) Business Owners References Limits Profiles Rules Letters Emails Convenience Fees Customer Fees Settings (Billing) Branding Profile (Merchant) Accounts Accounts Terminals Terminals Processing Transactions View Transaction Chargebacks Tokens View Transaction (Split-In/Pull-In) View Transaction (Split-Out/Pull-Out) Processor Transactions View Provider Transaction Transaction Subscriptions View Subscription Transaction Remittance Adjustments List Commissions Fees Merchant Statement List Distributions Split Schema Balances Charges Modify Charge New Charge Submissions Batch List Files View Batch Resources Merchant Labels Pages Equipment Terminal Order List Reports Reports Security Users List Access Policy Roles Reseller Perspective New New Reseller Details Reseller Details Custom Fields Branding Profile (Reseller) Defaults Settings Defaults Merchants Merchants List Onboarding Onboarding Applications Agreements Remittance Reseller Statements Breakdown Reseller Statement Breakdown Modify Reseller Statement Detail Modify 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

Monitoring Perspective

Type:    Perspective

Description: Arrangement of forms and actions used by non-technical administrators of the system.

Items:

Merchant

Allows to select an appropriate merchant or merchant account. Note that selection influences the number of functions available within the form.

Manage Selection

Provides access to various merchant selection options.

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Modify Selection

Provides access to the form that allows to add or remove merchants and merchant accounts to the selection. Opens Form: Select Merchants (Modify Selection)

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Select All Merchants

Allows to select all merchants available in the system.

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Load Accounts

Allows to load all merchant accounts associated with the selected merchant.

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Remove Merchants

Removes all merchants from the selection except for the selected merchant.

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Remove Accounts

Removes all accounts associated with the selected merchant from the selection.

... Select Single Merchant

Provides access to the form that allows to select a single merchant to work with. Opens Form: Select Single Merchant

FTP Gates

Provides access to the files that are being processed on the gateway side. Opens Form: FTP Gates

Sub Batch

Provides access to sub-batches modification and management options. Opens Form: Sub Batch

Transactions

Provides access to transactions creation and management options.

File Store

Provides access to the files that are being processed on the processor's side. Opens Form: File Store

Statements

Provides access to the forms related to merchant statements.

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Merchant Statements

Provides access to the list of merchant statements available for the selected merchant. Opens Form: Merchant Statement List

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Statement Reconciliation

Provides access to transactions that were not included in the statements. Opens Form: Statement Reconciliation

Billing History

Provides access to the billing history list. Opens Form: Billing History

Account Profile

Provides access to the list of merchant account profiles. Opens Form: Merchant Account Profile

Jobs		Provides access to the forms related to the message broker.

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Send Message

Provides access to the form that allows sending messages to the message broker. Opens Form: Send Message

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Manual Remittance Post Statements

Provides access to remittance post statements sending options. Opens Form: Manual Remittance Post Statements

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Job Object

Provides access to various job objects options. Opens Form: Job Object

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Job Messages

Provides access to various job messages options. Opens Form: Job Messages

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Camel Routes

Provides access to the list of Camel routes. Opens Form: Camel Routes

Providers

Provides access to the processor-related forms.

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Profiles

Provides access to the list of processing profiles. Opens Form: Provider Profile

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Accounts

Provides access to the list of provider accounts. Opens Form: Provider Account

Perspective...

Allows the user to change current perspective that he/she is working with. Opens Form: Portal

Log out

Allows to sign out of the system and terminate current session.