We are excited to announce the integration of TriSource transaction reporting into our Merchant Services CRM! With the new integration, we have moved yet another step forward in our endeavor to provide our customers with a means of consolidating their day to day operations into a single tool.
TriSource ISOs are now able to view merchant statements in addition to transactions, retrievals, chargebacks, and merchant demographics right inside IRIS CRM!
Below are a few highlights of the new reporting features.
Monthly Merchant Info
To view a merchant’s demographic information, go to the Merchant Details page and open the Account Status tab:
The General Information and the Contact Information sections will display the general information on the merchant such as DBA, address, owner’s name and address and a few other pieces of information that are pulled in from TriSource.
Daily Batches With Transactions
To view daily batches with transactions, which are updated daily, click on the Deposits tab:
By clicking on the Batch Total links, you can drill further and view individual transactions in any batch:
To view your monthly statements simply go to the Statements tab:
More new exciting updates and features to follow soon!
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