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How to locate and review merchant files and totals

Version: V3.1.6843
Added on: 07/11/14
Difficulty:
Time: 15 min
Category: Quick Guides

How to locate and review merchant files and totals

  1. Are you ready?

    In this tutorial we will learn how to locate a file generated on behalf of your merchant and review its totals.

    We are going to find and export transactions using the following parameters:
    From Date: 06/20/2019
    To Date: 06/20/2019
  2. Log in to the system using your Username and Password and switch to the Administration => System Perspective.

    Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
  3. Click   Filesbutton in the top section of the screen.
  4. Choose   File Store  menu item  from the list.
  5. Locate   File Store Search  groupbox.
  6. Locate     Portfolio/Merchant  dropdown and choose the desired merchant (to locate remittance files, you can choose remittance merchant).
  7. Locate   Request  groupbox
  8. Enter 06/20/2019 into the From Datedatebox
  9. Locate   Response  groupbox
  10. Enter 06/20/2019 into the From Datedatebox
  11. Click   Findbutton
  12. The results of your search should now be visible in the File Store List section.
  13. Locate     Totals  button next to the record you need and click on it to review totals.
  14. Congratulations, you are done!

    You have learned how to locate a file generated on behalf of your merchant and review its totals. Now you can do this by yourself.

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