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

Merchant Perspective (Account Mode)

Type:    Perspective

Description: Arrangement of available forms and actions that are needed to work efficiently with Merchants and Accounts.
Allows management of Merchants registered in the system.

Modes:

Ignore

Multiple

Account

Merchant

Items:

New		Provides access to the forms related to merchant creation.

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Merchant

Provides access to a new merchant creation options. Opens Form: New Merchant

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Merchant (Extended)

Provides access to a new merchant creation options. Processing and remittance settings of the merchant can be configured as a part of creation process. Opens Form: New Merchant (Extended)

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Account (Extended)

Provides access to a new merchant account creation options. Processing and remittance settings of the merchant account can be configured as a part of creation process. Opens Form: New Account (Extended)

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Merchant (Provisioning)

Provides access to a new merchant creation options. Processing, remittance and underwriting settings of the merchant can be configured as a part of creation process. Opens Form: New Merchant (Provisioning)

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Account (Provisioning)

Provides access to a new merchant creation options. Processing, remittance and underwriting settings of the merchant account can be configured as a part of creation process.

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Merchant (Provisioning *)

Provides access to a new merchant provisioning options. Opens Form: Provisioning New Merchant

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Account (Provisioning *)

Provides access to a new merchant account provisioning options. Opens Form: Provisioning New Account

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Merchant (Onboarding)

Provides access to onboarding wizard that allows onboarding of a merchant. Opens Form: Onboarding Application Wizard (Merchant)

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Account (Onboarding)

Provides access to onboarding wizard that allows onboarding of a merchant account. Opens Form: Onboarding Application Wizard (Account)

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Affiliate (Onboarding)

Provides access to onboarding wizard that allows onboarding of an affiliate. Opens Form: Onboarding Application Wizard (Affiliate)

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

Details

Provides access to various individual merchant or merchant account settings.

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General

Provides access to the general information of the merchant including details, business information, legal name and contact information. Opens Form: General

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Profiles

Provides access to the processing providers profiles. Opens Form: Profiles

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Branding Profile

Provides access to the branding profile associated with a particular merchant. Opens Form: Branding Profile (Merchant)

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Funding

Provides access to the funding options.

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Settings

Provides access to funding settings modification options. Opens Form: Settings (Remittance)

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Deposit

Provides access to the deposit information and reserves configuration. Opens Form: Deposit

Underwriting

Provides access to underwriting options.

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Business

Provides access to the contact information of the company to be used for discussing any processing issues. Opens Form: Business

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Owners

Provides access to the business owner related information. Opens Form: Owners

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References

Provides access to the business references related information. Opens Form: References

Processing

Provides access to various processing settings.

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Settings

Provides access to processing settings modification options. Opens Form: Settings (Processing)

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Limits

Provides access to the limits settings. Opens Form: Limits

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Rules

Provides access to response codes rules checking options. Opens Form: Rules

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Pre-Processing

Provides access to pre-processing response codes rules options. Opens Form: Pre-Processing Rule List

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Post-Processing

Provides access to post-processing response codes rules options. Opens Form: Post-Processing Rule List

Convenience Fees

Provides access to the convenience fees settings. Opens Form: Convenience Fees

Settings

Provides access to billing settings modification options. Opens Form: Settings (Billing)

Fees		Provides access to the customer fees settings. Opens Form: Customer Fees

Letters

Provides access to the letters settings. Opens Form: Letters

Emails

Provides access to the emails settings. Opens Form: Emails

Provisioning

Provides access to the provisioning settings. Opens Form: Provisioning New Merchant

Onboarding

Provides access to forms related to onboarding applications.

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Applications

Provides access to onboarding applications associated with the selected merchant. Opens Form: Applications

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Agreements

Provides access to all onboarding agreements available for the selected merchant. Opens Form: Agreements

Processing

Provides access to the processing-related forms.

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Transactions

Provides access to transactions creation and management. Opens Form: Transactions

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Transactions (P)

Provides access to the transactions processed on a processor's side. Opens Form: Processor Transactions

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Chargebacks

Provides access to chargeback cases management. Opens Form: Chargeback Case Modify

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Tokens

Provides access to token profiles creation and management. Opens Form: Tokens

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Subscriptions

Provides access to the subscription transactions. Opens Form: Subscriptions

Accounts

Provides access to the list of accounts associated with the selected merchant. Opens Form: Accounts

Submissions

Provides access to various submissions options based on the current merchant selection (entities selected in Merchant Perspective dropdown).

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Batches

Provides access to the batch list. Opens Form: Batch List

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Files

Provides access to the files list of the Merchant. Opens Form: Files

Remittance

Provides access to the remittance-related forms.

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Fees

Provides access to the processing fees configured for the selected merchant. Opens Form: Fees

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Commissions

Provides access to the processing commissions configured for the selected merchant. Opens Form: Commissions

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Distributions

Provides access to distributions configured for the selected merchant. Opens Form: Distributions

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Split Schema

Provides access to split schemas configured for the selected merchant. Opens Form: Split Schema

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Statements

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

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Adjustments

Provides access to scheduled adjustments creation and management options. Opens Form: Adjustments List

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Charges

Provides access to charges search, creation and management options. Opens Form: Charges

Resources

Provides access to various resources options based on the current merchant selection (entities selected in Merchant Perspective dropdown).

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Labels

Provides access to the merchant labels. Opens Form: Merchant Labels

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Pages

Provides access to the pay pages of the merchant. Opens Form: Pages

Equipment

Provides access to various terminal equipment options.

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Orders

Provides access to various terminal order options. Opens Form: Terminal Order List

Reports

Provides access to the reports available for the merchant. Opens Form: Reports

Security

Provides access to the security settings of the merchant.

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Users

Provides access to users creation and management options. Opens Form: Users List

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Access Policy

Provides access to access policy management options. Opens Form: Access Policy Roles

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.