Download Core Reporting User Manual for Direct Users

1
Introduction
The Core Management System contains ‘Core Reporting’ which is accessed by selecting the
“Reporting” tab or the “Reporting” link found on the “Home” tab. Core Reporting provides
access to secure web based bank card transaction reports, batch reports, sales and summary
reports and your electronic bankcard statements. Other components contained within the
Core Management System include Virtual Terminal and My Account.
My account allows users to change passwords and, for the main or primary account, the ability
to maintain and setup additional users.
Virtual Terminal has the capacity to process bank card authorizations, address verifications and
capture bank card sales. While Virtual Terminal has the capacity to process ‘sale’ transactions
for bank cards, we recommend that you utilize only the ‘authorization’ and the ‘AVS’
capabilities. This recommendation is made based on the fact that you must post specific items
to your Eagle in order to relieve inventory and impact your General Ledger.
1.0.1 Core Management Home Screen
2
Logging In
You must log into the Core Management System each time you wish to access Core Reporting.
If you are the system owner or administrator, you should have received an e-mail with login
instructions. Please contact Epicor Payment Exchange by phone at 1-800-322-3077 or by e-mail
at [email protected] if you have not received this information or require additional
instructions.
To login for the first time; enter the login indicated on your e-mail (usually this is your Merchant
ID number) as the Username. The temporary password assigned for your first login is also
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