This is a Merchant Services Credit Card Transaction company right? In the new Portal a merchant (me) can't view any historical transaction data broken down by card type summaries or totals for Month to date information. There are ZERO card type summary reports that give me a breakdown of Visa and Mastercard transactions in both count and dollar amount NOR are there Chargeback totals by month to date summaries in either total count, card type count, or dollar amount totals..
Guest
Also, I cannot export the settlement data into a spreadsheet for a single month. I have to click and click and click to get the info. I'm finding the reporting capabilities also limited that it's painful to do reconciliations.
PLEASE FIX THIS ASAP! We have a merchant that is going to switch back to square because of the reporting. this is a basic need of ALL POS systems. Please advise
Need the ability to see a report that displays taxes, discounts given to customer on transactions. Currently the only way to see taxes and discounts is by going into each individual transaction.
This is from a merchant
Here's the problem it doesn't allow me to get a report for the monthly sales that includes discounts, that we've given, cash sales and it doesn't have a report that breaks out all my sales tax by county, city and state. And it doesn't show our monthly report. I can't put in a from Sept 1st to Sept 30. It just shows us a month at a time, I can't even choose a privious month.
To add my comments - there's a Sales Tax report that can be run from the system but it's very inaccurate when I go through my individual invoices and calculate the tax for the period selected it DOES NOT match the MxMerchant report - so why have it then?
To add my two cents. I use the daily discount program and when attempting to reconcile I only find batches that include the daily fee. It would be great if an extra column could be added to show the processing fee and the amount of the transaction separately. As is I am having to reverse each transaction to confirm each transaction.
I logged in to add a similar note. Specifically merchants processing through terminals. I have a client who reached out today wanting to know how to figure out the total billed to a given card in the last couple months. The only way to do so would be the date range, open date, then drill down to the batch, then search, and repeat about 60 times to find the two month total. There should simply be a search by function and filters.