Transaction Manager
Getting Started
1. Go to Transaction Manager and enter your username and password. The username for Transaction Manager is included in your activation email. The password is sent in a seperate email for security purposes.
2. Confirm Your Identity - A quick security procedure for all new usernames.
View Merchant Info
Gateway Merchant ID: A unique 64 character string generated by the payment gateway.
Company Info: The company name, address, city, state, zip, phone number, and industry type.
Processor Info: Lists the processor, merchant ID, and all necessary values for the payment gateway to connect to your processor.
Devices: Lists all devices active under a specific payment type which includes the Gateway Terminal ID, Identification, and Device ID (The Device ID is the terminal ID assigned by your processor). You can click on the Gateway Terminal ID to view the Software License Key associated with the device.
My Account
Preferences - Set the defaults for your Transaction Manager page.
- For time zones other than Eastern Time, please adjust accordingly: Select your time zone from the drop down menu. All transactions run will display with the time stamp for your time zone. (Transactions will default to Eastern Time otherwise)
- Search Time Default: (Military Time) Select to automatically have any search start from the selected time. (Searches will default to the beginning of the day otherwise)
- Start Page: Select a page that you will automatically be taken to after logging in. (Search transactions - Credit will be your default start page otherwise.)
- Default Device: For merchants with multiple devices, you can select which device will be automatically selected when running transactions from Transaction Manager.
- Display Receipt: Once checked, a receipt will automatically appear after a transaction has been approved. Receipts can be printed or emailed.
Processor Info - Edit your processor information (CHARGE Anywhere Direct only). All values that will need to be entered in order to process transactions will be listed on the VAR or Tier sheet from your processor.
Invoices - If CHARGE Anywhere bills you directly, you will be able to view your invoices here.
Totals
The Totals page will allow you collect totals for approved transactions by card type.
Search Criteria - You may filter your search by a Device Identification, Date Range, Recurring, Clerk #, Invoice # and Customer #.
Actions:
Export - You are able to export the totals you have searched for into a comma delimited text file. This can easily be converted into an excel spreadsheet by adding ".csv" to the end of the file name. (e.g, "Testexport.csv")
Short Report - Provides a printable/exportable version of the totals.
Details Report - Provides a printable/exportable version of the totals including a list of all transactions that make up the totals.
Search Criteria - You may filter your search by Identification, Date Range, Clerk, Invoice #
Search Criteria - You may filter your search by Identification, Date Range, Clerk, Invoice #
Search Transactions
The Search Transactions screen will allow you to look up prior transactions processed on the account. The Search Transactions screen will default to today's date when first accessed. All transactions will be listed at the bottom of the page. See Transaction Responses for a list of the most common transaction responses.
Search Criteria - You may filter your search by Identification, Transaction Type, Gateway Ref #, Transaction ID, Card Type, Date Range, Response Type, Card # (Full or Last 4), Amount and/or Approval Code.
Advanced Search - Device Type, Input Type, Batch Number, Recurring Filter, EDC Type, Processors, Customer #, Clerk #, Invoice #, Full Name, Address and/or Zip Code.
Actions:
Export Setup - To configure how the data exported Click Export Setup and choose the fields that you want displayed in each order. "Skip" will bypass the column.
Export Transactions - You have the ability to export transaction data into a comma delimited text file. This can easily be converted into an excel spreadsheet by adding ".csv" to the end of the file name. (e.g, "Testexport.csv").
View Transaction Summary - Provides a printable version of the transactions that match your search criteria.
Search Criteria - You may filter your search by Identification, Customer #, Response Type, Approval Code, Routing #, Account #, Card Type, Transaction Type, Amount, Date Range, Processor, Device Type, Clerk # and/or Invoice #.
Search Criteria - You may filter your search by Device Type, Identification, Transaction Type, Input Type, Transaction ID, Card #, Date Range, Totals, Customer #, Clerk #, Invoice #, Processor, Response Type and/or Approval Code.
Search Criteria - You may filter your search by Identification, Transaction Type, Gateway Ref #, Transaction ID, Date Range, Response Type, Check # and/or Amount.
Advanced Search - Device Type, Batch Number, Approval Code, Customer #, Clerk #, Invoice # and/or Full Name
Search Criteria - You may filter your search by Device Type, Identification, Transaction Type, Check #, Routing #, Accounting #, Date Range, Total, Clerk #, Invoice #, Processors and/or Response Type.
