How can I keep track of all my merchant accounts?
Merchant account page
If you want to keep track of your franchisees, you can check whether they're active and see what errors they have; you can do this using the Merchant Account page.
This new page lets you control your merchant accounts completely, offering real time monitoring, quick access to settings, and valuable insights into onboarding verification. It's a centralized command center for managing and monitoring merchant accounts, providing you with the right tools to streamline operations and make informed decisions.
The above is also very helpful for Underwriting in checking different merchant accounts, quickly checking if capabilities are valid, and identifying any pending items.
Key functionalities
1. Monitor account statusÂ
Gain a comprehensive view of all your merchant accounts, regardless of their status. Easily track active, pending, and suspended accounts from a single location.
2. Real Time Onboarding Verification InsightsÂ
Get real time insights into the onboarding verification process. Click on one of the merchant accounts to open the right-side panel and monitor the status of KYC and compliance checks as they happen, ensuring a smooth onboarding experience for your accounts. We can also access the application by going to ‘Review KYC.’
3. Quick Overview of Main SettingsÂ
You can access the main settings of the merchant accounts with a single click to open the side panel. From here, you can view the essential account settings, including stores, pricing plans, users, and more.
4. Request New Merchant AccountÂ
This page also serves as the gateway to request a new merchant account. The platform/franchisor can choose between single account creation and the bulk migration flow.
5. Useful Links for Detailed SettingsÂ
Find quick links to more detailed settings pages. Need to configure advanced account options? These links will seamlessly redirect you to the right place.
6. Flexible View with Filters and Period SelectionÂ
Customize your view of merchant accounts with flexible filters and period selection options. Filter accounts based on criteria such as activation date, transaction volume, or account type.
Key benefits
1. Real-Time Compliance statusÂ
Ensure compliance with real time insights into onboarding verification. Address any compliance issues promptly to stop delays. Know the status of the KYC verifications needed to start processing payments (receivePayments) and get payouts (send to transfer instrument). These capabilities show the status on the legal entity level.Â
2. Simplified Configuration overviewÂ
Quickly access main settings to configure and manage merchant accounts efficiently. Useful links provide easy access to detailed settings pages, allowing the merchant to fine-tune account configurations according to your requirements.
3. Flexible overviewÂ
Customize the view with filters and period selection to analyze data effectively. Easily identify trends, optimize processes, and make data-driven decisions.