In the Online Terminal Dashboard screen, you can view the overall summary of the transactions occurred in the current month’s Credit Card and ACH accounts. The dashboard displays the transaction data in various categories.
Table of Contents
Figure 1. Dashboard Screen. What to do
| Feature | Description |
| Active Merchant | Select the merchant in the drop-down to view the associated merchant transaction |
| Language | Select the preferred language in the drop-down |
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Select to view dashboard in full screen |
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Select to minimize the menu bar |
| Search | Enter the entity to display the transaction data based on the search |
Process Metrics
The process metrics shows the selected merchant’s daily transaction data of the current month. It displays the transaction data of both the Credit Card and ACH account or either the Credit Card or the ACH account based on the initial configuration setup for the merchant. You can view transaction of Credit Card and ACH account both in Account and in Volume mode.
In the drop-down of process metrics section,
- Select By Account to view the number of transaction (in count) occurred in the current month’s Credit Card and ACH account.
Note:
You can also mouse hover on a specific date in the Process Metrics to know the number of transaction (in count) for both Credit Card and ACH account. - Select By Volume to view the transaction amount (in dollar) take place in the current month’s Credit Card and ACH account.
Note:
You can also mouse hover on a specific date in the Process Metrics to know the transaction amount (in dollar) for both Credit Card and ACH account.
Invoice Status
The invoice status shows the current month’s break-down of Open, Paid and Late invoices.
Monthly Sale
The monthly sale highlights the current month’s volume of sales (in dollar).
Recent Batches
The recent batch lists the settlements of the merchants’ current month transaction. The settlements will be listed here once you start processing the transaction.
Click here to create New Transaction
Miscellaneous Reports
Recent Declined Transactions
A financial institution or a bank declines transaction when there is insufficient amount in the Credit card and ACH account
Click View CC to view the declined Credit Card transaction
Click View ACH to view the declined ACH Checks
Recent Return Items
A financial institution or a bank returns the Check, if
- the authorization is invalid
- the given data is invalid. The error in the name, signature, date and so on
Click here to view the returned ACH Checks
Notification of Change
In Notification of Change provides you details on Transaction Date, First Name, Last Name, Type, Routing Number, Account Number, Amount, Settled, Confirmation, NOC, NOC Description, NOC Data.
Click here to view the Notification of Change report