New Online Tool for Managing Your Business

We are excited to share Portfolio Manager with our merchants! This new tool will help you manage card transactions for your business. With Portfolio Manager you can view your transaction processing information, voids/declines, charge backs/retrievals and IRS TIN validation reporting status just to name a few. This tool can be used to analyze volume and even marketing ideas.

The home screen provides a quick overview of card volume by net volume and number of transactions currently, monthly and year-to-date totals. This display can also be viewed by card type.

Here are a few of the features:


- Card volume section
- Volume analysis section
- Payment history screen
- Batch history screen
- View Statements
- Voids/rejects/declines screen
- Authorization information
- Tax reports
- Up to 18 months of statements and transaction data
- Receipt reprint option
- Card search functionality
- Advanced dashboard view

 

 

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