Navigating Monitoring perspective

Monitoring Perspective    

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

   • Log in and switch to the Monitoring perspective;
   • Learn how to locate and review a transaction using Transactions form;
   • Learn how to locate a return file associated with a particular transaction using FTP Gates form;
   • Learn how to locate all merchant accounts that are configured for processing with Elavon viaConex4.
2. Log in to the system using your Username and Password and switch to the Administration => Monitoring 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 locate and review a transaction using Transactions form;
   
4. Select appropriate Merchant or Merchant Account in the top left section of the screen.
   
5. Click   Transactionsbutton in the top section of the screen.
   
6. Locate   Transaction Search  groupbox
7. Select 02/22/2025 - 02/23/2025 in Datedatebox
8. Click   Findbutton
9. Locate   Transaction List  groupbox
10. Click   View Transactionbutton to review return transaction details.
    

    screenshot
11. Locate   Transaction Code  textbox and copy transaction code value for further search of a return file associated with this transaction.
    
12. Next, let's learn how to locate a return file associated with a particular transaction using FTP Gates form.
    
13. Select appropriate Merchant or Merchant Account in the top left section of the screen.
    
14. Click   FTP Gatesbutton in the top section of the screen.
    
15. Locate   FTP Gates Search  groupbox
16. Select Return in
17. Locate      and paste transaction code value copied as it was done in step 11.
    
18. Click
19. Locate   FTP Gates List  groupbox. If your search has no result, it means that there is no return file in the system for this transaction code.
    
20. Click View FTP Gates Loggroupbox to review FTP Gates log details.
    

    screenshot
21. Finally, let's learn how to locate all merchant accounts that are configured for processing with Elavon viaConex4.
    
22. Click   Providersbutton in the top section of the screen.
    
23. Choose   Accounts  menu item  from the list.
    
24. Locate   Provider Account Search  groupbox
25. Select All in   Merchantdropdown
26. Enter viaconex4 into the Nametextbox.
    
    Note that entered processor's name should be the same as the one indicated in the profile.
    

    screenshot
27. Click   Findbutton
28. Locate   Provider Account List  groupbox.
    
    Result of your search should now be visible on the screen.
    

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

Monitoring perspective   Navigation