The PayXpert Backoffice offers standard navigation with many easy-to-use features and functionalities. The navigation bar is located on the left, with 7 tabs. It expands when you scroll over it, and collapses when you scroll off:
Navigation bar tabs
The main tabs on the menu bar allow you to access areas providing different information on your payment channel(s):
Tab | Sub-tabs |
|---|---|
Home | None. Direct access to your Home dashboard |
Processing | Transactions, Subscriptions, Virtual terminals (MOTO) |
Risk | Chargebacks, Disputes, Requests for information, Reversals, Representments, Frauds |
Accounting | Invoices, Holdbacks |
Statistics | None. Direct access to the Statistics page |
Dashboard | None. Direct access to your Advanced dashboard |
Settings | Profile, Companies, Originators, Blacklists, Subscription offers |
Support | None. Direct access to the Support area |
| Info |
|---|
Please note that, depending on your role, some tabs may not be available. |
Returning Home
The home page, shown every time you log in, is the Home dashboard. You can easily return to your dashboard by clicking the Home tab:
Your profile
You can manage your user preferences from any page in the Backoffice. Just click the user profile icon on the upper right:
From there, you can set your language, time zone, even modify your password. Please see the related articles for those instructions.