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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: 12/09/2018
    To Date: 12/09/2018
  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 and choose the merchant you need in Merchant textbox (to locate remmitance files, you can choose remittance merchant).
  6. Locate   Request  groupbox
  7. Enter 12/09/2018 into the
  8. Locate   Response  groupbox
  9. Enter 12/09/2018 into the
  10. Click
  11. The results of your search should now be visible on the screen. We have done the search by date, but it is also possible to do the search by a partial file name.
  12. Locate      next to the record you need and click on it to review your merchant totals.
  13. 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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