Understanding Transactional Data 🖥

Understanding Transactions on your Fidel Dashboard

 

To make the best decisions, you need context. In practical terms that means data. That’s why we’ve compiled a few quick tips to make tracking your customer transactions even easier. 

🧐 To get started, navigate your way over to the Transactions tab on the Fidel Dashboard.

💳 Transaction Status & Timestamp

How to read a transaction’s status and timestamp

• Status Type: 
•    Cleared = Transaction processed
•    Auth = Transaction authorised in real-time (RT), but not yet processed 

• Real-Time Capabilities: 
•    MasterCard: Available 
•    Amex: Available 
• Visa: Coming mid-2019

• Transaction Status: ✅
• Real-time: For purchases made on cards with RT capabilities (MasterCard & Amex), the transaction status will show “Auth” seconds after a transaction is made. Then once fully processed, the status will show “Cleared.” 
• Non-real-time: For purchases made on cards without RT capabilities (Visa), transactions will show up on your dashboard 48-72 hours after the transaction is made.

• Transaction Timestamp: ⏰
• A full transaction clearing takes between 48 and 72 hours depending on card scheme for it to appear on the dashboard. 
• Real-time: The timestamp will match the actual time the transaction occurred.
• Non-real-time: The timestamp won’t be accurate, as real-time data is not tracked and is often later than when the actual transaction took place.

🛒 Which merchants have real-time capabilities?
Check with your merchants to confirm who has real-time compatibility. 

📆 When will real-time transations with Visa be available?
Visa real-time will be arriving mid-2019… stay tuned! 

🛍 Returns 

Identifying transactions which were returned

• Fidel processes all refund data. Once a refund is applied, it shows up on the dashboard as a negative transaction.
• Returns will show up as a separate transaction. 
• Please make sure you’re aware of merchant return policies.

💻 Support and Queries

We’re here to help! 

Questions? Just email us at [e-mail]. Depending on your query, please include the following details when applicable: 

• Transaction ID 
• Card_ID
• Location_ID
• Brand_ID

You can locate ID info for transactions by clicking on the double arrows icon: < > 

While we’re hanging out, why not check out our last Fidel in Focus - Q&A article which explains the merchant syncing process?

Happy linking! 🤓

The Fidel Team