Reporting and Dashboard
PORTAL AND DASHBOARD
Once logged into your account, you are automatically taken to your Dashboard. Here you are immediately opened up to a summary of your current open batches. With this summary, you are able to view both authorized and captured transactions for all your business locations. Below that, you will see an overview of your businesses five most recent funding events.
REAL TIME REPORTING & HISTORY
Under this tab, you are easily able to pull live transaction reports. When your account is active, you will be able to see a 90 day history of both your statements and transaction data. In addition, you are able to filter these transactions by Location, Date Range, Method, Status of the transactions, Front End (where the transaction originated) and Columns (what is displayed in the reports). If you would like to get more or specific information regarding a certain transaction, simply find and click on the that transactions number.
FUNDING EVENT TOTALS
The Funding tab allows you to view deposits that are made into your account. If you would like to learn more on a specific deposit, simply click on its funding date in order to see what transactions made up that deposit.
CHARGEBACK REPORTS
The chargeback section allows you to determine if there are any chargeback’s to your account. We report on the chargebacks as they occur and provide all of the available information regarding those chargebacks as we can. This way, we are able to create a more proactive environment for the merchant to be able to address and handle each chargeback.
MONTHLY STATEMENTS
With the Statement Feature you are able to see any and all charges for each one of your locations. To do this, simply click the date for the statement that you are looking for and download the PDF for that statement.
CONTACT
Still need more info? Ready for an estimate? Contact me today!
Phillip Singer
919-538-2798 | phillip@phillipsinger-nc.com