Explore a more user-friendly Merchant Direct. Learn how to manage disputes, access statements, view streamlined reports, and more.
The New Merchant Direct
Your go-to for managing your Transaction Reporting and Moneris account online.
Revamped and ready to take your business beyond.
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:
For more detailed information, check out our Online User Manual.
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.
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.
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.
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:
Our dynamic reporting engine works to enable filtering, sorting, and data suppression to enable you to customize the reporting output.
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 Statement Report |
7 years |
N/A |
|
Bank Reconciliation Module |
2 years |
366 days |
|
Sales Summary Module |
2 years |
366 days |
|
Dispute Management Module |
18 months |
120 days |
|
Find a Transaction Module |
2 years |
366 days |
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.
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.
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.
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.
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.
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.
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.
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.
Merchant Direct Version 2 - Update Bank Account
Merchant Direct Version 2 - Process Refund Request
Merchant Direct Version 2 - Find A Transaction
Merchant Direct Version 2 - Add Account to your Organization