Merchant Direct v2

Popular Topics

• What is Merchant Direct v2, and how is it different from the existing Merchant Direct?

  With a modernized interface, simplified menus and navigation tools, and easy reference sales dashboards, Merchant Direct v2 is a new and improved reporting platform that helps you manage your Moneris needs with ease.

  Key features include:

  • New user-friendly and modern tablet-friendly interface
  • Access to detailed transaction and monthly statement reporting
  • Redesigned dispute management tools
  • Streamlined and customizable reporting with smart data filtering
  • Improved security with Two-Factor Authentication
  • Access to Real Time Transaction Reporting
  • Access to Live chat, Call me now/Call me later customer service assistance

  For more detailed information, check out our Online User Manual.

• Will this migration come with a fee or cost to me?

  Similar to our classic Merchant Direct platform, Merchant Direct v2 is free for all users.

  There is no fee or cost associated with this migration.

• How do I transition to Merchant Direct v2?

  To ensure a hassle-free transition for all existing Merchant Direct users, Merchant Direct v2 is being rolled out in phases.

  Once your account is ready, you will receive an email notification, including instructions via your Merchant Direct Message Centre with easy-to-follow steps and temporary credentials to get you started. Once you have completed the registration process, you are ready to use the new Merchant Direct v2 platform.

  Tip 1: Make sure to use one of the supported browsers: Chrome, Edge, Firefox, or Safari.

  Tip 2: Bookmark the Merchant Direct v2 URL for easy access.

   

• I have received a notice of retirement for my Merchant Direct account. How do I get started? Where do I now access my day-to-day reporting?

  You are finally ready to migrate to Merchant Direct v2! Visit your Message Centre within your classic Merchant Direct account and open the message, “Your new Merchant Direct has arrived!” This message will contain easy-to-follow steps and temporary credentials to help you start setting up your new Merchant Direct v2 account.

  Once you complete your registration, you will have immediate access to all your day-to-day reporting. Note that once this migration process is complete, your classic Merchant Direct account will be restricted and then retired by the date provided in your migration email.

• What new reporting features can I look forward to?

  With a brand-new interface, Merchant Direct v2 has built in features and functionalities to help improve and enhance your overall user experience.

  Real-time reporting screens include:

  • Account selection: Select one or more accounts at a time, including chains and super chains (applicable to merchants with more than one account)
  • Near real-time transaction lookup: Look up transactions in near real-time without waiting for settlement
  • Column sort and filters: Sort results in ascending/descending order and apply filters to view only data that you want to see
  • Column resize/show/hide: Resize or show/hide columns on the report
  • Column visibility: Select specific columns you want to view on the report
  • Export options: Export and save entire reports or specific sections of reports to a CSV or a PDF file

  Our dynamic reporting engine works to enable filtering, sorting, and data suppression to enable you to customize the reporting output.

• How to locate existing reports in Merchant Direct v2?

  This table shows how new reporting features have been grouped into modules to help you navigate the new Merchant Direct v2 platform with ease: 

  CLASSIC MERCHANT DIRECT REPORTING	MERCHANT DIRECT V2 REPORT/MODULES	LENGTH OF TIME INFORMATION IS RETAINED	MAXIMUM TIMEFRAME ALLOWED PER SEARCH
  Monthly Statements	Monthly Statement Report	7 years	N/A
  Financial Details Chargebacks & Financial Adjustments	Bank Reconciliation Module	2 years	366 days
  Sales Summary Sales Summary by Card End of Day Batch Summary Summary by Clerk ID	Sales Summary Module	2 years	366 days
  Summary of Chargebacks Received Summary of Outstanding Chargebacks Requests Received Copy Requests Received by Month Summary of Outstanding Copy Requests Fulfilled Copy Requests	Dispute Management Module	18 months	120 days
  Transaction Details Declined Transactions Detailed Transactions	Find a Transaction Module	2 years	366 days

  
  
• Can I continue to use my existing Merchant Direct account or is the migration mandatory?

  Until your migration is complete, you will be able to continue using your classic Merchant Direct account.

  However, once you have been invited to register for Merchant Direct v2, your existing Merchant Direct account will begin its retirement phase. This will come in the form of restricted access to some key features, along with an official retirement date for your classic account. After this date, you will no longer be able to use your classic Merchant Direct account.

• I logged into my existing account but cannot locate the button to View Reports & Statements.

  As part of your migration to Merchant Direct v2, some key features have been restricted in your exiting account. Not to worry. If you have already completed your registration for Merchant Direct v2, simply log into your account.

  If you have not completed your registration yet, visit your Message Centre within your existing Merchant Direct account and open the message “Your new Merchant Direct has arrived!” This message contains easy-to-follow steps and temporary credentials to get you started.

  For more detailed information, check out the Online User Manual.

• I logged into my existing account but cannot locate the button to order Products & Card Plans.

  As part of your migration to Merchant Direct v2, some key features have been restricted in your exiting account. Not to worry. If you have already completed your registration for Merchant Direct v2, simply log into your account.

  If you have not completed your registration yet, visit your Message Centre within your existing Merchant Direct account and open the message “Your new Merchant Direct has arrived!” This message contains easy-to-follow steps and temporary credentials to get you started.

  New Products and Supplies can be purchased directly via your Merchant Direct v2 account.

  Note: Ordering New Card Plans will be available later in 2023.

• I want to register for Merchant Direct v2 but cannot find the registration link in my Message Centre. How can I register now?

  If you are unable to locate your registration email notification and there is no notice in your Message Centre, or you suspect the message was deleted accidentally, please contact our support centre via Moneris.com/Support/Contact for further assistance.

• I cannot log into my existing Merchant Direct account. How can I log into Merchant Direct v2?

  As part of your migration to Merchant Direct v2, some accesses have been restricted in your exiting account. Not to worry. If you have already completed your registration for Merchant Direct v2, simply log into your Merchant Direct v2 account.

  If you have not completed your registration yet, visit your Message Centre within your existing Merchant Direct account and open the message “Your new Merchant Direct has arrived!” This message contains easy-to-follow steps and temporary credentials to get you started. If you are unable to locate this message, please contact our support centre via Moneris.com/Support/Contact for further assistance.

• My registration link for Merchant Direct v2 did not work. How can I restart the registration process?

  If your registration link is not working, log into your existing Merchant Direct account once again to restart the process. If this option is unsuccessful, please contact our support centre via Moneris.com/Support/Contact for further assistance.

• How do know if I am using the new Merchant Direct platform?

  The new Merchant Direct v2 platform has a refreshed homepage with left navigation menu, while the original Merchant Direct layout has a basic tile-based homepage without a left navigation menu.
  
  

• Merchant Direct v2 looks different from my existing Merchant Direct account. How do I navigate the new platform?

  While Merchant Direct v2 platform has a new user interface and design, many of the available features have been simplified to better suit your needs.

  We have developed an Online User Manual to help you get familiar with the new platform. In addition to our manual, we also offer self-help videos for several of our new features.

  Browse our instructional materials on our Merchant Direct v2 Support Page.

• Is the Self-Serve Refund functionality available for both real time transactions and settled transactions?
  The Self-Serve Refund functionality is currently available for settled transactions only. To process a refund, select "Settled Transaction" from the "Find a Transaction Module".
  
  Note: Real time refunds or Pre-Auth reversals are not currently available via Merchant Direct.