💳 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.

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🔐 Accessing MerchantTrack

To open the MerchantTrack Portal directly from The Uniform Solution (TUS):

1. 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:

• Shortcuts

  • Quick links to:

    • Recent Transactions

    • Recent Funding Activity
      (Default time frame: last 7 days)

• Stats

  • At-a-glance totals for:

    • Transaction count

    • Transaction volume

    • Last processed transaction (clickable for quick access)

• Visualization Tool

  • 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.

Viewing Transaction Details

1. On the Transaction Search page, choose the merchant/location, if assigned more than one.
2. The merchant may also narrow the criteria by filling any other field and click Search.|

Please note: if no search criteria are selected except the merchant/location, the system will pull every transaction that has ever been processed through Fullsteam.

4. On the next page, the merchant may view the transaction details by clicking on the blue transaction ID.

The merchant may view the status of the transaction (Batched/Voided/Refunded), the cardholder information, the approval or reason for decline here.

5. On the transaction details page, the merchant may also see the option to view a receipt or refund a transaction.

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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.

There are several required fields that must be filled out to complete a payment.

There are two different options that can affect the way the transaction processes.

1. 1. Disable Duplicate Detection
      1. Enables the merchant to process two or more of the same amounts on the same card within 25 transactions of each other.
   2. Allow Partial Approvals
      1. Enables an approval of whatever amount the issuing bank will accept, which may or may not equal the total amount of the transaction entered.
   3. The Show Additional Fields option allows the merchant to enter more information regarding the transaction.
      1. 1. The Zip Code is the only required field in these additional fields.
      2. Note that the Zip code field’s format may be changed if another country is selected in the Country field.

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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

5.

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📈 MerchantTrack Reports

A wide range of reports are available to provide full visibility into transactions, deposits, chargebacks, and gift card activity.

📂 Funding & Transaction Reports

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⚠️ Chargeback Reports

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🧾 Transaction Reporting

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🎁 Gift Card Reporting

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📝 Summary