reporting
manage your transactions with ease
reporting
manage your transactions with ease
Gain a basic understanding of our Preferred
Reporting portal
A preferred merchant-payment portal gives businesses access to credit-card transaction management, transaction life-cycle information, reporting, and monthly statements. Continue below to explore available portal functionality.
Gain a basic understanding of our Preferred Reporting portal
Reporting portal
A preferred merchant-payment portal gives businesses access to credit-card transaction management, transaction life-cycle information, reporting, and monthly statements. Continue below to explore available portal functionality.
Helpful Snapshots of The
Reporting Portal's Features
Understanding your 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.
Helpful Snapshots of The
Reporting Portal's Features
Understanding your 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 look at your
transaction 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.
Real Time look at your transaction 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.
View Your 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.
View Your 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.
Chargebacks and your account
Available chargeback reporting displays chargebacks as they occur and provides the supporting information made available for each case. This helps merchants review and respond to chargebacks proactively.
Chargebacks and your account
Available chargeback reporting displays chargebacks as they occur and provides the supporting information made available for each case. This helps merchants review and respond to chargebacks proactively.
Receive monthly statements of charges to your account
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.
Receive 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.
a look at the online virtual terminal offered through this portal
The preferred portal’s Virtual Terminal allows authorized merchant users to process transactions in real time. Users select the appropriate transaction type, enter the required customer and payment information, and submit the transaction for processing.
a look at the online virtual terminal offered through this portal
The preferred portal’s Virtual Terminal allows authorized merchant users to process transactions in real time. Users select the appropriate transaction type, enter the required customer and payment information, and submit the transaction for processing.
Our Solutions
- 1.800.921.9584
- Contact us: request@bankcardassociates.com