Actum Portal: Navigating the Portal’s Menu Options

The Actum Portal provides an array of information to monitor the latest information and trends with a merchant’s Actum Processing account. Data about transaction statuses, returns, customer data, and monthly statements are readily available for access.

Whether the portal is accessed for the first time or as a refresher, this article provides information about navigating the Actum Portal and its left side menu options.

Logging Into Actum Portal

1. Log in to the Actum Portal at https://merchant.actumprocessing.com. Refer to the Multi-Factor Authentication (MFA): How to Use via Actum Portal article for further login instructions.

2. Then, click on the preferred two-step verification delivery method.

3. Now, enter the six digit code and click on Verify to proceed.

4. Next, select the applicable ParentID from the ParentID Selector and choose Go to Reporting.

Home Page

After selecting the ParentID, the Actum Processing account’s primary page populates as shown below.

• • Return Report

Generally speaking, this report delves into an account’s three most important Key Performance Indicators (KPIs) during the current month for compliance. Namely, this report analyzes the number of Administrative Returns, Unauthorized Returns and Total Returns versus the number of submitted Pre-auths (Pre-authorizations) and Debits.

• • Merchant Limits

Overall, this snapshot advises about a merchant’s processing limits for Debits and Credits. All things considered, this data proves helpful in determining any declines along with understanding potential needs due to business growth. However, for Credits, other than for the Number Per Day and Number Per Month, these are not hard set limits; rather, these consider the Credit Reserve balance.

• • Reserve Balances

Altogether, this mini report provides a glimpse into an account’s Credit Reserve and Debit Reserve balance along with the Most Recent Deposit for the Debit Reserve. While the Credit Reserve is the funds used to issue Credit transactions, the Debit Reserve is the funds held within an Actum account for a high-risk merchant account in the event of a large return or chargeback.

• • Transaction Activity

Chiefly, particular graphical chart breaks down multiple types of activities with an Actum account, including Settlements, Debits, Returns and Credits, if applicable.

• • Transactions

In this case, this shortcut leads to the Transaction Detail Report. More information about this report is referenced in the Settled Transactions: How to View These in Actum Portal entry.

• • Deposits

This option leads to a shortcut to the Deposits Report. Further information about this report is found in the article, Deposits Report: How to Access and Use via Actum Portal.

• • Customers

Markedly, this is a shortcut to the Primary Customers page. Additional information about this report is in the Primary Customers: How to Create and Locate in Actum Portal article.

• • Returns

Specifically, this shortcut leads to the Return Report. Refer to the Accessing the Return Report article for more information.

• • Charges and Fees

By and large, this is a shortcut to the Transaction Fees Report. Read more about this report in this Knowledge Base article.

• • Recurs

Above all else, this shortcut heads to the Recur Report. This entry provides further information on submitting different kinds of transactions, including recurs.

Menu Options

Home

Specifically, this link returns to the home page of the Actum Processing account in question on the portal as shown above.

Features and Procedures

This menu subsection serves as the operational side of an Actum Processing account for merchants. Namely, merchants can Create a Transaction, view details about an Account Profile, execute a Payout to Credit Sweep to transfer funds from a pending payout to the Credit Reserve and review prior Monthly Statements.

• • Create Transaction

Generally speaking, this option leads to the Create Transaction page, which is further elaborated in this entry.

• • Account Profile

This page provides a basic overview of an Actum Processing merchant’s account, contact, address and FTP Report Information. If information requires any updates, please contact Support at support@actumprocessing.com.

• • Payout to Credit Sweep

Next, this option allows Actum merchants to transfer or sweep anticipated payouts to the account’s Credit Reserve as explained in the Payout to Credit Reserve Sweep: How It Works and Its Impact Knowledge Base article.

• • Monthly Statement

As mentioned in the Monthly Statements: How to Find and Download via Actum Portal entry, this option provides access to an account’s monthly statement.

Reports

Generally speaking, this subsection provides insightful information about Transactions, Deposits, Customers, Returns, Charges and Fees, Ledger Report, Recurs, the Credit Reserve Report and Data Exports with multitudes of reports.

• • Transactions

Specifically, the Transaction Detail Report provides detailed information about any submitted transactions within an Actum Processing merchant account. More information about this report is referenced in the Settled Transactions: How to View These in Actum Portal entry.

• • Deposits

Further information about this report is found in the article, Deposits Report: How to Access and Use via Actum Portal.

• • Customers

Additional information about this report is in the Primary Customers: How to Create and Locate in Actum Portal article.

• • Returns

Specifically, information about returns can be found on this link. Refer to the Accessing the Return Report article for more information.

• • Charges and Fees

Particularly, find data and information pertaining to processing fees. Read more about this report in this Knowledge Base article.

• • Ledger Report

In general, this report provides a basic overview of payouts and any Per Occurrence fees. For more information about the Ledger Report, please refer to this article.

• • Recurs

This entry provides further information on submitting different kinds of transactions, including recurs.

• • Credit Reserve Report

Notably, this report delves further into activities with an Actum Processing merchant account’s Credit Reserve as detailed in this article.

• • Debit Reserve Report

Specifically, this report, as explained in this article, reviews the Debit Reserve for an Actum Processing merchant.

• • Data Exports

This article, Data Export: How to Download Reports from Actum Portal, explains more about this newer feature.

Actum Resources

• • User Management Tutorial
  

All in all, this video tutorial provides helpful information on how to add and/or manage users on the portal.

• • Reporting Tutorial 
  

In this case, this video explains how to navigate the different options found in the Reports submenu option.

• • Customer Management Tutorial

Generally speaking, this video illustrates to manage and add Primary Customers.

• • Transaction Management Tutorial
  

This video provides tips and tricks on how to submit different transaction types on the portal.

• • Intro to Oracle’s Interactive Reports
  

Expressly, this video walks through the options prevalent within the portal’s reports built from Oracle’s interactive reporting interface.

• • Integration Documents
  

Particularly, this link leads to the the Documents page associated with the Actum website.

• • Tax Forms
  

Presently, this option leads to a hub to locate and download tax forms for Actum Processing merchants.

• • Other Actum Resources
  

Significantly, read more about the latest trends and news in the ACH processing industry.