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Reports Console perspective (new) Items

Profiles

Type:    Form

Description: Provides access to various merchant profiles information and modification options.

Items:

Configure

Alows to select a configuration script for a particular merchant or merchant profile. Opens Form: Merchant Configure

Copy		Provides opportunity to copy settings to or from other merchant or merchant account.

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copy from...

Allows to copy settings from other merchant or merchant account. Opens Form: Copy From Merchant

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copy to...

Allows to copy settings to other merchant or merchant account. Opens Form: Copy Profiles to Merchant, Account

Save		Saves all changes on the form.

Close

Closes the form without saving any changes.

Processing Information

Includes information about merchant's processing profiles.

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Synchronize with external sources

Indicates whether processing information is synchronized with external sources associated with the merchant.

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Merchant Category Code (MCC)

Code of the merchant's category.

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Amex MID

Merchant ID assigned by Amex.

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OptBlue

Indicates whether American Express OptBlue program is used.

Discover MID

Merchant ID assigned by Discover.

Max. Transaction Amount

Maximum amount that can be processed within one transaction.

Card Descriptor

Descriptor of the card used by merchant.

Direct Debit Processing

Indicates whether direct debit processing is enabled.

Direct Debit Descriptor Item

Descriptor of the e-check or bank account used by the merchant.

Direct Debit Descriptor Merchant

Name of the merchant that owns the e-check or bank account.

Customer Service Phone

Phone number of the customer service.

Settlement

Includes various profile settlement settings.

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Type

Allows to select settlement type for the profile. Three modes are available: manual daily (default value) hourly

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Cutoff

Allows to set the appropriate settlement cutoff time.

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Group

Group of the service.

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Type

Type of the service.

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Service Provider

Type of provider to perform the service.

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Identity

Unique identifier (when applicable) for the merchant in the provider's system.

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Edit Provider Profile

Allows to edit provider profile.

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Edit Processing Profile

Allows to edit processing profile on the Portfolio perspective. Opens Form: Processing

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ACH (Batch)

Allows to edit ACH (batch) profile. Opens Form: Proxy Batch Profile

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Payment Cards (Batch)

Allows to edit CC (payment cards) batch profile. Opens Form: Proxy CC Batch Profile

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Payment Cards (Real-Time)

Allows to edit CC (payment cards) real-time profile. Opens Form: Proxy Real-Time Profile

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Processing (Tokenization)

Allows to edit processing (tokenization) profile. Opens Form: Proxy Tokenization Profile

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Processing (Processing Cost)

Allows to edit processing (processing cost) profile. Opens Form: Proxy Processing Cost

Modify Provider Profile

Provides access to various provider profile modifying options.

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modify...

Allows to edit provider profile. Opens Form: Provider Profile System Fields

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copy to...

Allows to copy settings to other merchant or merchant account's provider profile.

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copy from...

Allows to copy settings from other merchant or merchant account's provider profile.

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enable

Enables processing within the profile.

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disable

Disables processing within the profile.

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delete

Deletes the provider profile.

Merchant Configure

Includes various configuration scripts that can be selected for merchant or merchant account.

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Configure

Saves all changes in the configuration.

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Close

Closes the form without saving any changes.

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Configuration Script

Allows to choose an appropriate script for configuration for a particular merchant or merchant account.

Copy From Merchant

Includes various settings that allow to copy settings from another merchant or merchant account.

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Copy from merchant or account

Allows to copy the information from the selected source.

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Close

Closes the form without saving any changes.

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Merchant

Allows to select an appropriate merchant. Opens Form: Search Form

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Account

Allows to select an appropriate merchant account. Opens Form: Search Form

Copy Profiles to Merchant, Account

Includes various settings that allow to copy profiles to another merchant or merchant account.

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Copy to Merchant and Accounts

Allows to copy information to the selected merchant and accounts.

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Close

Closes the form without saving any changes.

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Merchant

Allows to select an appropriate merchant from the list. Opens Form: Search Form

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Accounts

Allows to select appropriate account(s) associated with the particular merchant.

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Copy to merchant

Allows to copy information to the selected merchant.

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Copy to accounts

Allows to copy information to the selected accounts.