If you use WidgetMakr or if you have a Merchant e-Solutions (MeS) account linked to your Crimson database, there are several reports now available to make it easier to reconcile credit card transactions processed through your merchant account.
A merchant account is a type of bank account that enables your campaign to accept donations through credit or debit cards. These accounts process the credit or debit card payments in order to charge your Visa, Mastercard, Discover or American Express card.
These MeS reports were previously only available online through the MeS website but can now be directly accessed through Crimson. CMDI also customized the reports to make it easier to find transactions and donor details.
In order to access these accounts, you must be processing credit cards through Crimson, contact the Crimson Support Team to enable access to them, and know your MeS Merchant account number and password.
MeS Reports Available in Crimson:
• Reconciliation Report
This report compares the totals for credit card transactions for each day that falls within the selected range. The report will display the total processed for each card type according to the Crimson database compared to what is reported by MeS daily.
This report is helpful when you are having trouble reconciling deposits in transit — transactions that were processed near the end of one reporting period and/or at the beginning of another.
• MeS Batch Summary
This report displays batch totals according to MeS for each credit card type. It shows total counts and amounts for each card type as well as totals for any merchant credits or refunds that were processed via MeS’ online portal.
This report does not show daily totals. Instead it displays the totals for the entire date range entered into the criteria.
• MeS Batch Detail
This report displays the MeS details for all individual transactions that match the criteria you have entered in the filters. In addition to displaying the transaction details from Crimson (e.g. batch number, batch date, card type, authorization code, amount, etc.), you can also click the links under Crimson Tran# to view the corresponding Crimson money record.
• MeS Chargeback
This report pulls MeS chargebacks that were submitted by donors in your Crimson database. In addition to the chargeback details normally shown through the reports on MeS’ online portal, you can:
- Click on the Crimson Tran# to see the original transaction for which the chargeback was submitted.
- Click on Crimson CB Tran# to view the chargeback adjustment record in Crimson and confirm that it was handled properly.
If you have further questions about these reports, please check out the guide on the Crimson Helpdesk or call the Crimson Support Team at 1-800-878-6837.Posted on