Portfolio Manager
Announcing Portfolio Manager
Portfolio Manager provides online tools to meet your business needs in an all-in-one safe and secure online environment.Announcing our newest tool for reporting, reconciling your books, analyzing trends and research tools.
With Portfolio Manager you can view your transaction processing information, voids/declines, charge backs/retrievals and IRS TIN validation reporting status.
Portfolio Manager is a cutting edge tool to help your business. It’s an online reporting tool that is easy to use and provides many useful features including:
Transaction History- Quickly view batch history, voids, retrievals, chargeback, returns and search card information.
Statements- View up to the last 18 months of statements
Payment History- Daily deposits and payment summaries And much more!
Features:
• Card volume section
• Volume analysis section
• Payment history screen
• Batch history screen
• Statements
• Voids/rejects/declines screen
• Authorization information
• User maintenance
• Tax reports
• Up to 18 months of statements and transaction data (note: merchants will not have access to 18 months of history initially)
• Receipt reprint option
• Card search functionality
• Advanced dashboard view
• Card volume section
• Volume analysis section
• Payment history screen
• Batch history screen
• Statements
• Voids/rejects/declines screen
• Authorization information
• User maintenance
• Tax reports
• Up to 18 months of statements and transaction data (note: merchants will not have access to 18 months of history initially)
• Receipt reprint option
• Card search functionality
• Advanced dashboard view
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