The Batch Upload module helps you to upload transaction details of Credit Cards, Checks, RTP and Nacha Checks in batches to your account at once. You can also view batch upload history of the transactions.
Table of Contents
|
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
|
 |
Select to view dashboard in full screen
|
 |
Select to minimize the menu bar
|
|
Search
|
Enter the entity to display the transaction data based on the search
|
 |
Change the color of the widget
|
|
-
|
Collapse the widget. Click again to expand the widget
|
 |
View the widget in new page
|
|
Previous
|
Go to the previous tab
|
|
Next
|
Go to the next tab
|
|
Copy
|
Copy the transaction details in clipboard. The steps to copy the transaction are:
|
|
Excel
|
Download the transaction data in excel format
|
|
PDF
|
Download the transaction data in PDF format
|
|
Print
|
Print the transaction data
|
 |
Select to display the number of transaction per page. The valid values are 5, 10, 15, 25, 50, 100.
|
New Batch Upload
In New Batch Upload screen, there are two tabs:
- File to Upload
- Data Validations
New Batch Upload - File to Upload
Click the File to Upload tab, you can provide the required inputs in the respective fields. You can use the links at the lower right corner of the screen to download a sample format.
|
Field
|
Description
|
|
Select File
|
Click the Browse button, navigate to the file you want to upload
|
|
File Format
|
Select the appropriate value. The valid values are:
|
|
Transaction Type
|
Select the appropriate value. The valid values are:
|
View File Formats
| Link | Description |
| CSV Credit Cards | This provides a list of fields that will be uploaded. Click the CSV Credit Cards link for the instructions on how to prepare a CSV file for upload. |
| CSV Checks | This provides information about checks. Click the CSV Checks link for the instructions on how to prepare a file for upload. |
| CSV Rtp | This provides information about Rtp. Click the CSV Rtp link for the instructions on how to prepare a file for upload. |
| Nacha Checks | This provides information about Nacha Checks. Click the Nacha Checks link for the instructions on how to prepare a file for upload. |
New Batch Upload - Data Validation
Click the Data Validations tab. Here, a validation check is done against the data presented in the file you uploaded in the step above. If the data validation is successful, a success message will be triggered.
After the successful upload, click the Finish button to complete the transaction.
Batch Upload History
In Batch Upload History screen, the batch upload history is displayed.
|
Field
|
Description
|
|
Batch File Name
|
Enter the batch file name
|
|
Transaction Start Date
|
Click the calendar widget. Select the transaction start date
|
|
Transaction End Date
|
Click the calendar widget. Select the transaction end date
|
|
Status
|
Select the appropriate value from the drop-down. The valid values are:
|
|
Credit or Debit Amount
|
Enter the credit or debit amount.
|
|
Search
|
Click the search button, to display the data based on search
|
Transaction Batch Upload History
In Transaction Batch Upload History section, you can find the details of batch upload history.
| Field | Description |
| Batch File Name | Displays the batch file name |
| Date | Displays the batch file uploaded date |
| Transactions | Displays the number of transactions |
| Credits | Displays the credited amount |
| Debits | Displays the debited amount |
| Total | Displays the total amount |
| Status | Displays the status of the batch file upload |