Transaction Planning Tool

Account Dashboard

Create a log history that captures all activities and communications for the account.

  • Account creation
  • Internal/Merchant Discussion Log
    • Postings stamps: date/time/user/status
    • Sort by most recent date DESC
  • Change Log:
    • Log stamp: date/time/user/status
    • Sort by most recent date DESC
  • Transactions Data Summary
  • Security Log Summary
  • Compliance Activities Log Summary
  • This would require a Company level login with named and authorized users.

Customer Experience – How do you need and want to engage your customer?

This section is to capture the company’s resources and workflow

  • Location Information
  • Contacts
  • IP schema
  • Accounts list

For each location of the business.

I have an application with these data tables but am concerned about the cost of scalability of the product since it is a windows based environment.

(insert product table here. Sort by category: Point of Sale)

POS Applications

Merchant Services

Services that will need to be included at the Issuing Bank/Processor and identified on the Merchant Application and Agreement.

Gateway Essentials

(insert product table here. Sort by category: Processing Platform)

Advanced Services

Accounting Integration

(insert product table here. Sort by category: Accounting Integration)

ACH Processing

(insert product table here. Sort by category: ACH Processing)

Automatic Card Updater

(insert product table here. Sort by category: )

Cashflows

(insert product table here. Sort by category: )

Customer Account Security

(insert product table here. Sort by category: Customer Account Security)

Device Management

(insert product table here. Sort by category: Device Management)

Fraud Protection

(insert product table here. Sort by category: Fraud Protection)

Invoicing

(insert product table here. Sort by category: Invoicing)

Mobile Payments

(insert product table here. Sort by category: Mobile Payments)

Level III Processing

(insert product table here. Sort by category: Enhanced Data Processing)

Next-Gen Commerce Gateway Services

Security and SD-WAN

(insert product table here. Sort by category: Security & SD-WAN, Security License, Teleworker, Wireless WAN)

LAN Switching

(insert product table here. Sort by category: Switching 8 Port, Switching 24 Port, Switching 48 Port)

Wireless LAN

(insert product table here. Sort by category: Wireless LAN)

Physical Security – Smart Cameras

(insert product table here. Sort by category: Network Security Cameras )

Physical Security – Environmental Sensors

(insert product table here sorted by category: Network Security Sensors,)

Affiliate Services

(insert product table here. Sort by category: )

 

 

Advanced Services

Accounting Integration

(insert product table here. Sort by category: Accounting Integration)

ACH Processing

(insert product table here. Sort by category: ACH Processing)

Automatic Card Updater

(insert product table here. Sort by category: )

Cashflows

(insert product table here. Sort by category: )

Customer Account Security

(insert product table here. Sort by category: Customer Account Security)

Device Management

(insert product table here. Sort by category: Device Management)

Fraud Protection

(insert product table here. Sort by category: Fraud Protection)

Invoicing

(insert product table here. Sort by category: Invoicing)

Mobile Payments

(insert product table here. Sort by category: Mobile Payments)

Level III Processing

(insert product table here. Sort by category: Enhanced Data Processing)

 

Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.

Security & Compliance

The security and compliance services table will be inserted here. Need to enter in product db.

Gateway Essentials<?h3>The essential services table will be inserted here. Need to enter in product db.

Project Management

This section is to capture the company’s resources and workflow

  • Location Information
  • Contacts
  • IP schema
  • Accounts list

For each location of the business.

I have an application with these data tables but am concerned about the cost of scalability of the product since it is a windows based environment.