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Setup Details (R)
The Setup Details page contains a list of parameters that control how your merchants and other users access the portal. The Setup Details page includes information on boarding, transactions, payouts, and other facets of portal use.
Note: The information in the Setup Details page cannot be edited on the page, however, the settings can be changed using the Parameters settings. For more information, see the documentation for the Parameters and Add Parameters pages.
Navigate to the Setup Details page by clicking Settings in the left hand navigation panel, and then clicking Setup Details in the Business Settings section.
Partial view of the Setup Details page, including the General Information Tab.
Setup Details Features
The Setup Details page is organized into tabs located at the top of the page. Click on the tab name to view its contents. The tabs contain the information defined in the sections below.
General
The General tab contains information about general settings that are applied to your users, including the following details:
General Tab Field Name | Description |
|---|---|
Account Verification Disabled | Indicates whether the account verification feature is enabled. |
Setup Details Enabled | Will allow certain parameters to be visible by the user. |
Decision Micro-Service Enabled | Indicates whether a micro-service process for risk decisions is enabled for the merchant. For more information about micro-services, see Microservice Projects. |
Transaction Decision Micro-Service Enabled | Indicates whether a micro-service process for risk decisions is enabled for merchant transactions. |
Boarding
The Boarding tab contains information concerning the merchant boarding process, including the following details:
Boarding Tab Field Name | Description |
|---|---|
Opt Blue Enabled | Allows your users to accept Opt Blue payments. |
Discover Acquired Enabled | Allows your users to accept Discover payments. |
Verify for Boarding Not Required | Requires bank account verification before a merchant is boarded. |
Auto Reboard Days | The number of days after the merchant's onboarding request is submitted to attempt reboarding in the event that the account went through a manual review on the processor's end. This will resubmit the boarding request to attempt to board a merchant that has not yet boarded. The default setting is 60. |
Whether to Disable Merchant Boarding to Processors | Allows you to disable merchant boarding to processors. |
Minimum Boarding Ownership | The minimum percentage of ownership required for merchant onboarding over all members. |
Boarding Exemptions Disabled | Whether exempt entities are enabled to board without ownership details |
Transaction Limits
The Transaction Limits tab contains information about controls set on transactions made by your merchants and other users, including the following details:
Transaction Limits Tab Field Name | Description |
|---|---|
Maximum Total Transaction | The dollar amount of the maximum total amount for a single transaction to be processed through the user. |
Maximum Daily Transaction Total | The dollar amount of the maximum total volume that the user can process per day. |
Maximum Daily Transaction Number | The maximum number of transactions that the user can process per day. |
Maximum Monthly Total | The dollar amount of the maximum total volume that the user can process per month. |
Maximum Monthly Transaction Number | The maximum number of transactions that the user can process per month. |
Maximum Subscription Failures | The maximum number of attempts allowed on a subscription payment. |
Amex Enabled | Allows your user to accept AMEX payments. |
Discover Enabled | Allows your user to accept Discover payments. |
MC 3DSecure Enabled | Allows the user to process Mastercard 3DSecure. |
Visa 3DSecure Enabled | Allows your user to process VISA 3DSecure. |
AMEX 3DSecure Enabled | Allows the user to process AMEX 3DSecure. |
DISCOVER 3DSecure Enabled | Allows the user to process Discover 3DSecure. |
eCheck Enabled | Allows your user to accept eCheck payments. |
Auto Tax Exempt Enabled | Indicates whether a transaction is assumed to be tax exempt if no tax is set for level II processing. |
Apple Pay Enabled | Allows your users to process Apple Pay payments. |
Google Pay Exempt Enabled | Allows the user to accept Google Pay payments. |
Minimum Total Transaction | The minimum total dollar amount required for a single transaction to be processed. |
Payouts
The Payouts tab contains information about settings that control payouts through your account, including the following details:
Payouts Tab Field Name | Description |
|---|---|
Maximum Payout Credit Total | The maximum credit dollar amount allowed for payout. |
Minimum Payout Debit Total | The minimum debit dollar amount allowed for payout. |
Funding Enabled | Allows your users to make withdrawals. |
Vendor Fees External | Allows users to disburse vendor fees through an external facilitator operating account. |
Verify For Payout Not Required | Indicates whether account verification is required before a user is allowed to make withdrawals. |
Include ACH Holidays and Weekends In Payout Delay | Indicates whether to include ACH holidays and weekends in payout delay. |
Payout Include Pending | Allows the user to withdraw a payout if pending funds cover the negative balance. |
Minimum Debit Processing Delay | The minimum number of business days before a debit is processed and made available for funding. The default setting is 5. |
MC Instant Payouts Enabled | Indicates whether instant payouts (Push To Card) for Mastercard transactions are enabled. |
VISA Instant Payouts Enabled | Indicates whether instant payouts (Push To Card) for VISA transactions are enabled. |
Same Day Payouts Enabled | Indicates whether same day payouts is enabled. |
MC Instant Payout Max | The maximum amount disbursed for instant payout (Push To Card) for Mastercard transactions, shown as a dollar amount. |
VISA Instant Payout Max | The maximum amount disbursed for instant payout (Push To Card) for VISA transactions, shown as a dollar amount. |
Maximum Same Day Payout Credit Total | The maximum amount of credit transactions allowed for same day payout, shown as a dollar amount. |
Minimum Same Day Payout Debit Total | The minimum amount of debit transactions required to create a same day payout, shown as a dollar amount. |
Same Day Payouts Daily Max | The maximum dollar amount allowed daily for same day payouts. |
Minimum Payout Credit Total | The minimum credit dollar amount allowed for payout. |
Minimum Payout Debit Total | The minimum debit dollar amount allowed for payout. |
Minimum Available Funds | The minimum available dollar amount of funds an entity must have. If the entity is below this threshold credit payouts won't be processed and a debit will be processed to bring the entity's funds up to this threshold amount. |
Minimum Payout Delay | The delay on the payout related to a statement. Set to 0 if it should operate the same as credit payouts. |
Minimum Funds Payout Total | The minimum total debit allowed for payout, shown as a dollar amount. |
Minimum First Payout Delay | The number of days the first payout will be delayed from date of request until it is processed. |
Min eCheck Capture Delay | The number of days to delay funds processing for an eCheck sale. The default setting is 1. |
MC Instant Payout Min | The minimum amount disbursed for instant payout (Push To Card) for Mastercard transactions, shown as a dollar amount. |
Visa Instant Payouts Min | The minimum amount disbursed for instant payout (Push To Card) for VISA transactions, shown as a dollar amount. |
Minimum Same Day Credit Payout Total | The minimum amount of credit transactions required to create a same day payout, shown as a dollar amount. |
Maximum Same Day Debit Payout Total | The maximum amount of debit transactions allowed for same day payout, shown as a dollar amount. |
Minimum Debited Available Funds | Defines the threshold to which the entity's available funds will be returned. This event is triggered when an automated Debit disbursement is requested, due to the Minimum Available Funds falling below the defined setting. |
Extra
The Extra tab contains information about additional settings that are applied to your merchants' accounts, including the following details:
Extra Tab Field Name | Description |
|---|---|
Vendor Fees Enabled | Allows vendors to create and assess fees on merchants or other users. |
Refund Releases Reserve | A refund processed for a reserved transaction will automatically release that reserve. |
Account Updater Enabled | Indicates whether payments will be checked for updates. Payments will be checked and updated if enabled. |
Update all tokens enabled | When enabled, this parameter will send all tokens. When NOT enabled, this will only send subscription tokens (tokens associated with recurring billing schedules). |
Account Updater Frequency | The frequency to check for payment updates. |
Debit Grace Period | Indicates the number of days a user is allowed to carry a negative balance before creating a debit. |
Negative Balance Limit | The maximum negative amount allowed for a user account. If the account balance goes negative in excess of this amount, the user will be instantly debited. |
Visa Misuse Settlement
| The number of days before an auth misuse fee should be charged on a VISA transaction that has not settled. The default setting is 10. |
Visa Misuse Travel Auto Settlement | The number of days before an auth misuse fee should be charged on a VISA transaction that has not settled. Applies only to users with a Travel & Entertainment merchant category code (MCC). |
Visa Misuse Card Present Reversal | The number of hours before an auth misuse fee should be charged on a card-present VISA transaction that was not reversed within the timeframe. The default setting is 24. |
Visa Misuse Card Not Present Reversal | The number of hours before an Auth Misuse fee should be charged on a card-not-present VISA transaction that was not reversed within the timeframe. The default setting is 24. |
MasterCard Misuse Settlement | The number of hours before an Auth Misuse fee should be charged on a card-not-present Mastercard that wasn't reversed within the timeframe. The default setting is 168. |
MasterCard Misuse Card Present Reversal | The number of hours before an Auth Misuse fee should be charged on a card-present Mastercard transaction that wasn't reversed within the timeframe. The default setting is 24. |
MasterCard Misuse Card Not Present Reversal | The number of hours before an Auth Misuse fee should be charged on a card-not-present Mastercard transaction that wasn't reversed within the timeframe. The default setting is 72. |
MasterCard Misuse Travel Auto Reversal | The number of hours before an Auth Misuse fee should be charged on a Mastercard transaction that wasn't reversed within the timeframe. Applies only to users with a Travel & Entertainment merchant category code (MCC). The default setting is 480. |
Advanced
The Advanced tab contains information about additional settings that are applied to your merchants' accounts, including the following details:
Advanced Tab Field Name | Description |
|---|---|
surchargeEnabled | This field confirms with VAP/Vcore that the sub-merchant can send surcharging with their transaction https://developerengine.fisglobal.com/apis/express/features/surcharging |
payoutCutoffTime | The time before which payout must occur in order to receive funds that day. |
debtRepaymentEnabled | Related to cash advances or other funding mechanisms available to the merchant. |
declineNotificationEmail | Indicates the email message settings for declined payouts. |
holdMessagesDisabled | Indicates the portal message settings for declined payouts. |
omniTokenEnabled | Indicates whether Omni Token-related transactions are enabled for the merchant. |
passTokenEnabled | Indicates whether Pass Token-related transactions are enabled for the merchant. |
Related Pages:
Click the links below to access any of the following pages: