Transaction Lookup *
**
/ Purpose /* - To lookup the details of a single transaction based on specific search criteria.
/ Action: /*
Click on View then Transaction Lookup
/ Action: /*
Click on the Application ID on which you want to do the lookup e.g., Live or Test
/ Action: /*
Select the Date on which the transaction took place by changing the default date or by clicking on the calendar icon next to the date. If you are not 100% sure of the date, you are able to search in a range of up to + or – 2 days of the date you have selected by changing the 0 default to 1 or 2 in the +/- Days drop down next to the date.
You then need to enter either the Transaction Index or the Merchant Reference number. If you do not have either of these numbers you are able to enter either the full credit card nu
Billing *
**
/ Purpose /*- This feature shows the Billing that is in place for this merchants’ transactions. The list of transaction and what is being charged to the merchant, this will appear here.
Note: the plus sign provides details as to how this amount is calculated.
/ Action: /*
Click on Billing
/ Action: /*
Choose a date to search for transactions processed at a certain period.
Transaction will appear
Settlement *
**
/ Purpose - */ This detail information provides the merchant the view based on what they will be settled on based on processed transactions. It also provides a breakdown on what could have been retained by the acquiring bank and what is due to them as the merchant. iVeri will then settle the merchant once the acquirer settles the funds to iVeri.
/ Action: /*
After the user clicks on settlement, select the date range for the settled transaction. (The image attached should follow on from the image where the user clicks on the ‘settlement’ tab).
* Edit User *
**
*/ Purpose /* - To edit/change any of the user information previously captured, or to suspend a user from having access to BackOffice
*/ Action /*:
From the main menu the user will navigate to "User". Hover over the users’ profile you would like to edit and select the user’s icon.
/ Action /* :
Select the "Edit" button.
Please Note: *
To change Password of the user to a new one, select either "Change Password" or "Reset Password".
Make the changes on the Users profile and click Save Changes to action the change.
*Please note:*
User profiles cannot be deleted but can be disabled by the Administrator. To do this, the Administrator needs to click on the "Enabled" radio button, which will change the status to disabled.
Login *
**
Purpose * - To log in to the secure BackOffice Website, login credentials are emailed to the merchant during the take-on process by the acquirer.
Action: *
User Group - enter your Billing Details ID User Name - type in Administrator if you are the administrator or the username for the profile that was created. Password - this is the Administrator password sent to you with the Billing Details ID by email. Copy and paste it from the email.
* Dashboard *
**
* Purpose * – The dashboard provides the Merchant with a summary or snapshot of Sales, Transactions and Transaction statuses within a set period of time. Depending on the needs of the Merchant, the dashboard is customisable by dragging and dropping the relevant widgets on the dashboard.
* Merchant URLS by Acquirer *
**
Nedbank Merchants [1]
CSC Merchants [2]
CBZ Merchants [3]
I&M Merchants [4]
CIM Merchants [5]
[1] https://backoffice.nedsecure.co.za/
[2] https://backoffice.cscacquiring.com/
[3] https://backoffice.host.iveri.com/
[4] https://backoffice.host.iveri.com/
[5] https://backoffice.merchant.cim.mu/
* Application Parameters *
**
*/ Purpose /* – This function is used to allocate application ID(s) that a User is only allowed to have access to. This application refers to specific product and what a merchant uses to process transactions through iVeri.
Example below indicates that when you select a particular Application ID an Administrator can configure what functions can this user perform in a particular Application ID. If no function is associated to an Application ID, no access is granted to that user.
Administrator can configure what Transaction Types a user can perform on a specific Application ID.
If no Transaction Types are configured for a user, the user will be unable to process transactions for any of the Application IDs.
*/ Action /*:
Select the product and Live Application IDs
* Administrator Password Reset *
**
*/ Purpose /* – This is used when an Administrator would like to reset their existing password.
*/ Action: /*
From the menu, select the Administrator area and choose the option to change password.
It is recommended that you use Alphanumeric and Special characters to ensure the password strength meter indicates a strong password.
Save Changes once completed