💳 MerchantTrack Portal
Overview
MerchantTrack is the web-based portal used to manage, monitor, and report on payment activity for UniformPay. This guide provides an overview of how to access the portal and the key features it offers.
🔐 Accessing MerchantTrack
To open the MerchantTrack Portal directly from The Uniform Solution (TUS):
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Go to Home > Payment (dropdown) > UniformPay Merchant Portal
✅ Note: Single Sign-On (SSO) must be enabled in your system settings for direct access – For step-by-step instructions, check out: UniformPay System and User Permissions Setup Guide
📊 MerchantTrack Features
1. Dashboard Overview
The dashboard is divided into three main sections:
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Shortcuts
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Quick links to:
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Recent Transactions
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Recent Funding Activity
(Default time frame: last 7 days)
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Stats
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At-a-glance totals for:
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Transaction count
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Transaction volume
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Last processed transaction (clickable for quick access)
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Visualization Tool
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Graphical display of daily transaction volume for the selected store
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2. Transaction Search
Quickly locate specific payments using fast and customizable filters.
3. Virtual Terminal
A standalone manual entry form for processing payments when The Uniform Solution is unavailable.
⚠️ Important:
The Virtual Terminal is not integrated with TUS and should only be used in emergencies or when access to TUS is temporarily unavailable.
4. Terminals Management
Manage terminal devices from within MerchantTrack.
⚠️ Caution:
This section should only be used:
With guidance from Technical Support
If you have prior experience with terminal activation or re-registration
📈 MerchantTrack Reports
A wide range of reports are available to provide full visibility into transactions, deposits, chargebacks, and gift card activity.
📂 Funding & Transaction Reports
| Report | Description |
|---|---|
| Funding Summary Report | Shows each deposit batch with links to detailed transactions |
| Transaction Summary Report | Daily totals by payment type |
| Funding by Transaction Report | Lists each funded transaction by date |
| Funding by Line Item Report | Breaks down funding to individual sale line items |
⚠️ Chargeback Reports
| Report | Description |
|---|---|
| Chargeback Summary Report | Summarizes total chargebacks by date |
| Chargeback Report | Detailed view of each chargeback |
| Chargeback Action Report | Tracks actions taken on each chargeback |
🧾 Transaction Reporting
| Report | Description |
|---|---|
| Transactions Report | Lists all successful and failed transactions with error codes to identify why a card transaction failed. |
| Merchant Statement | Daily/monthly breakdown of transactions, deposits, fees, and chargebacks |
| Merchant Deposit Report | Monthly deposit details with breakdown of fees and chargebacks |
🎁 Gift Card Reporting
| Report | Description |
|---|---|
| Gift Card Operations Report | Lists all gift card attempts and outcomes |
| Gift Card Operation Summary Report | Summarizes gift card activity by day and payment type |
📝 Summary
| Feature | Purpose |
|---|---|
| Dashboard | Quick stats, visual charts, and recent activity |
| Transaction Search | Locate specific payments quickly |
| Virtual Terminal | Backup method for card entry (not linked to TUS) |
| Reports | Extensive financial and operational reporting |
| Terminals | Manage payment hardware (use with support guidance) |