The "Merchants" Tab contains commission data, merchant contact info, summary transaction data, equipment coding, saved documents, notes, merchant statements, status with settlement batch information and Elavon help desk tickets for boarded merchants.

Search for words within the DBA and/or the merchant’s contact information.

Narrow the merchant list by using one or more of these filters:

Note: Search chips and Filters can be stacked, making your results refined.

Select a Sales Representative from the drop-down menu to display merchants assigned to the selected Salesperson.

Select a Lead Source from the dropdown menu to display merchants assigned to the lead source.

Narrow the results to display Merchants belonging to a particular processor

Narrow results to include merchants within the specified client group or entity assignment (Elavon only)

Narrow the list to merchants that are “open”, “closed”, “new” or “inactive”.

Note: Inactive: implies processing habits have changed, potential red flag. Closed: Permanent Closure. Open: Processing normally and active mid.

Filter for merchants whose status date is ON, BEFORE, or AFTER the specified date.

Narrow the results to merchants with chosen tag

Search by industry name or code (Elavon only)

Group by Chain number (Elavon only)

View merchants with PCI statuses compliant, non-compliant or SAQ Upcoming within the next 60 days

Filter results by DBAs starting with any number or alphabet letter.

Merchant details contains merchant demographic data, assignments, account status, important dates, merchant account and routing numbers, commission assignments and the ability to add custom fields.

View and upload documents to the merchant record.

Elavon PCI compliance status updates occur in slower update intervals than most system updates, sometimes up to 2 weeks from when the merchant becomes compliant to when the update shows. Once the status is applied you'll find the registration date (signed up) , SAQ compliance date (when the customer completed the questionnaire), and the SAQ renewal date (when the customer needs to do the questionnaire next).

Access up to the last 30 merchant settlement batches and group by Batch or Card Type.

Group by Card Type View shows the sum amount per each card type in the batches.

Group by Batch view shows the list of batches and batches can be selected to view batch details. In the list you will see date of the batch, a batch number, terminal ID, and transaction and refund amounts and counts.

Batch detail view opens a slide in window displaying the content of the batch including each transaction, type of cards, truncated card numbers, and the amount of each transaction.

When Elavon opens a customer support ticket that ticket is added to the system update queue and is loaded every night. Email notifications are also delivered to the main sales user assigned to the account each day.

Equipment and Var coding information automatically loads from Elavon when the merchant is approved. Other processor's equipment information is added manually via the admin Equipment coding area.

Select to open a window to display the equipment coding sheet and then use the option buttons at the top of the page to print or save to PDF.

These are notes you can make or other users with access to the merchant record can make. Each note is time stamped and the user who made the note is displayed.

Historical merchant volume and commission revenue reporting.

View historical published commission trends for the merchant.