Analyze Payment Processing With An Easy-to-Use Online Reporting Tool
For Greater Insight and Better Time Management.

Clientline
The ClientLine online financial management reporting solution lets you access your payments-related data quickly and easily—so you can focus on putting that information to work for you. From any Internet-based PC, you can access and analyze transaction detail for all card types, conduct sales audits, manage processing fees, reconcile your checking account, investigate chargebacks, protect against losses, view historical information for analysis and manage cash flow.

Challenge
Managing payment processing and all its ancillary activities can be extremely time consuming, and if you’re only using paper statements, you can never be sure you’re getting a comprehensive picture. Back-office tasks like creating reports, balancing daily activity at the terminal level for every location, and tracking fraudulent activity can be completed manually, but at high costs.

Solution
The ClientLine® online payment reporting and analysis tool provides accessto centralized and comprehensive payment processing information and allows you to analyze the data on a PC. Because it is a Web based tool, the ClientLine financial management system can generate business reports with data from multiple locations and then easily share the reports you create. Data is available by location, selected groups, or across all locations, for greater flexibility and effectiveness in managing your business.

How ClientLine® Online Reporting Works
Rather than waiting for a report, you conduct the analysis that suits you, exactly when you need it. You can select from over 100 available reports or create your own by choosing which fields to include, from a comprehensive database that includes the processing of gift cards, checks and all credit, debit and Electronic Benefits Transfer (EBT) card transactions. Since it is Internet based, you can also easily distribute the report to a chosen location or group of locations at any interval you choose. You decide what information you need to manage your business. And, each report is designed to give you what you need, whether it is summary information or details from specific events.

Benefits:

• Help Your Business
  • Access payment processing information 24 hours a day, 7 days a week
  • Reduce calls to customer service departments
  • Drill down into funding events and reconcile total sales
  • Create reports and schedule their distribution
    
    
• Help Your Customers
  • Work with informed merchants to get fast resolution on any disputed charges

Features:

• Standardized, Web-based reports that give you access virtually anytime to payment processing information
• Dashboard view for a snapshot of essential processing information, including the most recently posted and funded transactions and fees
• Detailed reports for drilling down into specific locations, transaction types, adjustments and more
• Summary information for up to 13 months
• Query builder to construct reports based on selected fields, across selected merchant locations
• Reporting that can be e-mailed or faxed wherever you need
• Credit, debit and gift card activity summaries for any selected time period
• Dispute reporting to help you manage chargeback and retrieval expenses