Using the Portfolio Management Page
How To: Use this guide to understand how to use the Payrix Pro Portfolio Management page available in the Merchant Portal. Your Portfolio Management page provides you with a real-time view of all merchants within your portfolio. You can use this section to easily manage your merchants, retrieve account information, and view their current status.
Use Cases
Your Portfolio Management page supports the following use cases:
Boarding Status: Filter merchants by their current status boarding to your platform.
Search: Complete basic or advanced searches of your merchants using any collected merchant data.
Merchant Info: View all transaction data, risk compliance, business, and account information for any merchant.
Risk Use Cases
Your Portfolio Management page supports the following risk use cases:
Account Overview: View all business and account information for a merchant, including OFAC compliance, Customs watchlist, compliance, and Business Authentication confirmation.
Setup Details: View all setup parameters of your merchants, such as Transaction Limits, Payouts, and merchant fees.
Portfolio Management Basics
Learn to navigate to and around your Portfolio Management page.
Access your Portfolio
Access the Payrix Pro portal.
Under Management in the left navigation panel, select Merchants then Portfolio Management.
Filter your Portfolio by Merchant Boarding Status
Choose from six available merchant boarding status filter buttons to filter your merchants by:
Ready: Merchant is ready to begin boarding.
Boarded: Merchant has successfully boarded to the platform and may begin processing payments.
Manual Review: Merchant submission requires and additional manual review of information and documentation.
Denied/Closed: The Merchant’s submission was closed for one of the reason categories shown below:
Rejected: The Merchant account was rejected for payment solution servicing after review.
Fraud: Merchant or submission was determined to be fraudulent.
No Response: No communication from the Merchant in the expected timeframe for verification/validation requests (in other words, a documentation request).
Withdrawn: Merchant submission was withdrawn by the Merchant.
Show inactive: Toggle displaying Merchants no longer active/boarded on your payments platform.
Sort your Portfolio by Column Information
Click the title text of a column to sort your Portfolio by the information of the selected column. Either up or down by value.
Note
The Arrow does not appear in the column sorting feature before being clicked. You must click on the title of the column, such as Date Created in the example above, for the arrow to appear for upward or downward sorting.
Searching your Portfolio
To search all merchant information in your Portfolio, use the search box in the upper-right section of the Portfolio Management page.
Using Advanced Search
In order to search one or more merchants using specific data parameters, click Search (located next to the search box) then turn on the Advanced Search toggle.
With Advanced Search enabled, you can easily search your portfolio by one or more data points and create rules for your Portfolio search criteria. See Table Search and Sort Instructions for more details about using Advanced Search.
Customizing your Portfolio Views
How to customize how merchant data is displayed in your portfolio (also known as Views).
Creating Views to Display Custom Selected Information
To customize the layout of your Portfolio:
Click the list symbol button located next to the merchant boarding status filter buttons.
Adjust the column data points, which you can toggle on or off and arrange by relevance:
Select the checkbox next to the data you want to display.
Use the four-square icons to re-arrange the data order in the Sort Selected Columns section.
To save your customized table view, click Create New View.
Enter a name for your customized table view, then click Save Table View.
View Individual Merchant Data in your Portfolio
To view individual merchant data, select any column data field of the desired merchant in your Portfolio.
This will take you to the individual merchant profile, containing transactions, business and account information, risk, and compliance information for any merchant at a glance.