Transaction Express User Guide - Merchant Service Group

[Transaction Express User Guide]
Admin – This is where all Administrator functions are located. Admin functions include but are not
limited to:
• Find / Manage Roles
• Find / Manage Users
• Duplicate Transaction Check Options
• User Defined Field Setup
• Password and Profile Management
Transact – This is where all transaction processing options are located. Transact functions include but
are not limited to:
• Sale – Authorization Only and/or Authorize and Settle
• Account Verification
• Force/Voice Authorization
• Credit/Refund
• Void
Refund – This is where transactions can be refunded or voided. Refund features include:
• Blind Credit
• Credit/Refund Search
• Void Search
Reports – This is where all reporting is located for your processed transactions. Report options include
but are not limited to:
• Transaction Detail Report
• Custom Report
• Settlement Summary Report
• Transaction Summary Report
• Activity Summary Report
• Authorization Summary Report
My Services – This is where you access your additional products, once they are available for use.
Services include but are not limited to:
• Translink
• Wallet
• Recurring Payments
Help – This is where you can access the Transaction Express System Help pages. The Help system
includes help for all features and functions available on Transaction Express.
• There is also a Page level help link located at the top of each page in Transaction
Express.
Note: In addition to the quick-links on the Home Page and the Left Navigation bar which can be
accessed from any page in Transaction Express, there will be Breadcrumbs present on each page, which
will return you to a previously visited page. Any of these blue Breadcrumb links can be clicked and will
return you to the noted page.
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