Broomfield Orientation Review

Question 1

What are the different databases in which our merchant accounts are housed?

Answer 1

• 5/3
• LLC
• ePay

Question 2

If I do not have my MID, how can you find my account?

Answer 2

Use the DBA phone number, name, or other business information

Each Database must be searched for this criteria.

To access this screen, Double Click in the Merchant ID box

Question 3

What is an SIC code?

Answer 3

The standard industry code for a merchant, categorizes the merchant based on what they sell

Question 4

Use MID 5436 8455 5573 4226

You need to check what address the merchant’s statements are sent to.

Answer 4

Address Tab

For Statements, you will scroll to statements

Scroling down in the address tab allows to see differnet delivery methods

Question 5

Use MID- 3930 0981 4978 36

You need to verify who the guarantor is for the company.

What tab in HelpTrak would I use?

Answer 5

Contacts Tab

Question 6

Use MiD: 3930 0980 6247 52

You need to know who has spoken to the merchant before.

What tab in HelpTrak would I use?

Answer 6

Notes Tab

What was the last note on this account?

Question 7

Use MID: 5436 8455 5571 3824

If a merchant has a special instruction for their account, where would this be located?

Answer 7

Alerts

Alerts may include items such as rick or collections, sometimes even a special password that has to be used on every call.

Question 8

Use MID: 3930 0979 2743 53

How do I know if the business information has been validated with the IRS?

Answer 8

IRS Tab green is validated

Question 9

What is the max percentage the IRS can withhold from a merchant’s account if their business information has not been validated?

Answer 9

24%

Question 10

Where do I look in HelpTrak to know if the merchant can accept American Express cards?

Answer 10

Profile Tab

Question 11

What does STW stand for?

Answer 11

Share the Wealth

Question 12

Whats FOTO stand for?

Answer 12

Feet on the street

Question 13

What is an STW?

Answer 13

Sales partner

Question 14

**Use MID: 3930 0979 2743 53 **

What tab in HelpTrak gives me direction as to what type of requests TSYS handles, and what gets referred to the partner?

Answer 14

STW Svcs Tab

Question 15

Use MID 5436 8455 5702 6415

If the Merchant has a question on my pricing who do I speak to?

Answer 15

Verifiy in Helptrak w/partner

Question 16

Use MID 5436 8455 5702 6415

Who is the STW?

Answer 16

Merchant Bankcard

Question 17

What are the two direct TSYS sales channels?

Answer 17

Telesales and FOTS

Question 18

If my account has a National Account flag on it.

Who handles closures on the account regardless of STW Svcs tab?

Answer 18

NAM

National Account Manager

Question 19

What day are merchants charged their processing fees?

Answer 19

The 10th of the month

Question 20

Where on my statement can I see what will be deducted from my bank account?

Answer 20

The Amount Deducted section

Question 21

What is the system merchants and partners have available to them to view account information such as transactions?

Answer 21

TransLink

Question 22

If I need to know how much a merchant processed in sales yesterday.

Where would I look in HelpTrak?

Answer 22

Transaction History

Question 23

If a card was declined, where in HelpTrak can I look to see the reason it declined?

Answer 23

Authorization History

Question 24

TSYS makes deposits for transactions for all of our merchants on the same day.

True or false?

Answer 24

False. TSYS offers different funding options.