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Navigating Portfolio perspective

Version: V2.10.6528
Added on: 12/30/15
Difficulty:
Time: 15 min
Category: Tutorials

Useful Terms

Navigating Portfolio perspective

  1. Are you ready?

    In this tutorial you will learn how to navigate Portfolio Perspective.

    We will proceed as follows:
    • Log in and switch to the Portfolio perspective;
    • Learn how to create a new portfolio and select it;
    • Learn how to configure default settings for a portfolio;
    • Learn how to add a merchant to a portfolio;
    • Learn how to locate and review channels associated with a selected portfolio.
  2. Log in to the system using your Username and Password and switch to the Management => Portfolio Perspective.

    Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
  3. Let's learn how to create a portfolio and select it.
  4. Click   Newbutton and fill out all of the necessary information.
  5. Click
  6. Locate     Portfolio  dropdown and click on it.
  7. Select the portfolio you want to work with.
  8. Now that we have learned how to select a portfolio, let's proceed with learning how to configure default settings for the selected portfolio.
  9. Click   Defaultsbutton in the top section of the screen.
  10. Locate   Processing  groupbox
  11. Locate   Batch  panel
  12. Locate   Review Required  checkbox and check it off to allow batches to be processed only after batch files are approved manually.
  13. Locate   Settlement  panel
  14. Select 11:30 PM in Cutoffdropdown for all transactions associated with every merchant that is included in a selected portfolio to perform settlement at 11:30 PM.
  15. Locate   Funding  groupbox
  16. Locate   Statement Review  panel
  17. Locate   Merchant  checkbox and check it off to allow merchant statements to be processed only after they are approved manually.
  18. Click   Savebutton
  19. Next, let's learn how to add a merchant to the selected portfolio.
  20. Click   Entitiesbutton in the top section of the screen.
  21. Choose   Merchants  menu item  from the list.
  22. Locate     
  23. Click
  24. Locate     
  25. Enter MP001 into the
  26. Click
  27. Locate      and select merchant you desire to add to the portfolio.
  28. Click
  29. Finally, let's learn how to locate and review channels associated with the selected portfolio.
  30. Click   Entitiesbutton in the top section of the screen.
  31. Choose   Channels  menu item  from the list.
  32. Locate     
  33. Click next to the channel you want to review.
  34. Channels Modify form should now be visible on your screen.
  35. Click to return to the list of available channels.
  36. Congratulations, you are done!

    You have learned how to navigate Portfolio Perspective. Now you can do this by yourself.

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Navigating User perspective 09/09/14 15 mins In this easy tutorial you will learn how to navigate User Perspective as well as make basic operations with a user.
Navigating Reseller perspective 09/10/14 15 mins In this easy tutorial you will learn how to navigate Reseller Perspective as well as make basic operations with a reseller.
Navigating Distributions perspective 09/03/15 30 mins In this easy tutorial you will learn how to navigate Distributions Perspective as well as make basic operations with a vendor.
Navigating Terminal perspective 01/05/16 15 mins In this easy tutorial you will learn how to navigate Terminal Perspective as well as make basic operations with terminals.
Navigating Fulfillment perspective 01/07/16 15 mins In this easy tutorial you will learn how to navigate Fulfillment Perspective as well as make basic operations with a terminal order.

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