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How to approve batches on Merchant Perspective

Version: V3.1.6843
Added on: 08/12/14
Difficulty:
Time: 15 min
Category: Quick Guides

Useful Terms

Batch     Merchant Perspective    

How to approve batches on Merchant Perspective

  1. Are you ready?

    In this tutorial we will learn how to locate and approve pending batches. We will learn how to make approval of both one batch and a bunch of them.

    We will use the following parameters:
    Create Date: 12/08/2018 - 12/08/2018
    Type: Batch
    Status: Pending
  2. Log in to the system using your Username and Password and switch to the Management => Merchant Perspective.

    Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
  3. Select appropriate Merchant or Merchant Account in the top left section of the screen.
  4. Click   Submissionsbutton in the top section of the screen.
  5. Click   Batchesmenu item
  6. Locate   Batch Search  groupbox
  7. Enter 12/08/2018 into the Create Datedatebox
  8. Select Batch in Typedropdown
  9. Select Pending in Batch Statusdropdown
  10. Click   Findbutton
  11. Locate   Batch List  groupbox
  12. Locate     Approve  menu item that corresponds to the batch that needs to be approved.
  13. Click OK to confirm batch approval.
  14. If you want to approve more than one batch at a time, you can use bulk approval option.

    To do this, locate all batches you want to approve and check them off.
  15. Click   Bulk Actionsbutton
  16. Choose   Approve  menu item  from the list.
  17. Click OK to confirm batch approval.
  18. Congratulations, you are done!

    You have learned how to approve pending batches using Merchant perspective. Now you can do this by yourself.

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