Navigating Portfolio perspective

Portfolio perspective    

1. Are you ready?
   
   In this tutorial you will learn how to navigate Portfolio Perspective.
   
   We will proceed as follows:
   

   • Log in and switch to the Portfolio perspective;
   • Learn how to create a new portfolio and select it;
   • Learn how to configure default settings for a portfolio;
   • Learn how to add a merchant to a portfolio;
   • Learn how to locate and review channels associated with a selected portfolio.
2. Log in to the system using your Username and Password and switch to the Management => Portfolio Perspective.
   
   Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
   
3. Let's learn how to create a portfolio and select it.
   
4. Click   Newbutton and fill out all of the necessary information.
   
5. Click
6. Locate     Portfolio  dropdown and click on it.
   
7. Select the portfolio you want to work with.
   
8. Now that we have learned how to select a portfolio, let's proceed with learning how to configure default settings for the selected portfolio.
   
9. Click   Defaultsbutton in the top section of the screen.
   
10. Locate   Processing  groupbox
11. Locate   Batch  panel
12. Locate   Review Required  checkbox and check it off to allow batches to be processed only after batch files are approved manually.
    
13. Locate   Settlement  panel
14. Select 11:30 PM in Cutoffdropdown for all transactions associated with every merchant that is included in a selected portfolio to perform settlement at 11:30 PM.
    
15. Locate   Funding  groupbox
16. Locate   Statement Review  panel
17. Locate   Merchant  checkbox and check it off to allow merchant statements to be processed only after they are approved manually.
    
18. Click   Savebutton

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19. Next, let's learn how to add a merchant to the selected portfolio.
    
20. Click   Entitiesbutton in the top section of the screen.
    
21. Choose   Merchants  menu item  from the list.
    
22. Locate   Merchants List  groupbox
23. Click   Addbutton

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24. Click   Modify Portfoliobutton
25. Locate   Select Merchant  groupbox
26. Enter MP001 into the Merchants Listgroupbox
27. Locate     Apply  button and select merchant you desire to add to the portfolio.
    
28. Click

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29. Next, let's learn how to move a merchant from the selected portfolio to another one.
    
30. Locate   Merchants List  groupbox
31. Click   Move Merchantbutton
32. Locate   Merchant Search  groupbox
33. Click   Movebutton
34. Now, the chosen merchant is moved to the selected portfolio
    
35. Click   Entitiesbutton in the top section of the screen.
    
36. Choose   Channels  menu item  from the list.
    
37. Locate     
38. Click next to the channel you want to review.
    

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39. Finally, let's learn how to locate and review channels associated with the selected portfolio.
    
40. Click to return to the list of available channels.
    
41. Channels Modify form should now be visible on your screen.
    

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43. Congratulations, you are done!
    
    You have learned how to navigate Portfolio Perspective. Now you can do this by yourself.
    

Portfolio perspective   Navigation