PayXpert - User documentation
Navigating and using the Backoffice
- Technical Writer
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 |
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.
Related articles
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