New Integration: Merchant e-Solutions Portfolio Reporting

New Integration: Merchant e-Solutions Portfolio Reporting

We are happy to announce that IRIS CRM has completed its integration of Merchant e-Solutions (MES) transaction reporting.

MES ISOs are now able to view merchants’ deposits, batches, account status, retrievals, and chargebacks right inside the Merchant Services CRM.

Below are a few highlights of the new integration.


Viewing Merchant Deposits

To view the merchant’s daily deposits open the Merchant Details page and click on the Deposits tab:


Viewing Merchant Deposits


By clicking on any of the batches you can drill further into a batch and view reports on individual transactions, straight from Merchant e-Solutions:


Reports on individual transactions


Use the Search box in the top-right corner of the report to locate a specific transaction faster.

If needed you can also export the report to Excel or CSV format using the Export button to the left of the search box.



The daily batches are shown on the Batches tab:




Again, you can click on any batch in the report in order to view more detail:


View more detail

Account Status

The merchant’s account status information is retrieved every day from Merchant e-Solutions and displayed under the Account Status tab:


Merchant Details


Retrievals & Chargebacks

The two screenshots below show the merchant’s retrievals and chargebacks reports which are also refreshed daily:

Retrievals & Chargebacks


Retrievals & Chargebacks 2


Stay tuned for more cool updates coming soon!


Not Using IRIS CRM?  Let’s Talk!

Join Over 200 ISOs Using IRIS CRM To Grow.

Schedule A Demo To Learn More.  Work Faster.  Work Smarter.

Schedule A Demo

For sales tips and the latest electronic payment news check out the daily IRIS CRM Daily Bulletin and for the latest product updates and company news please join our newsletter.

Schedule Demo