We've added auditing capabilities to your terminals and settings on merchant services, which will provide you with quick access to any patch changes, actions, or transactions that have occurred. To view the history of your terminals, simply go to the terminals tab and click the history button, where you can see everything that has happened with a particular terminal. The same applies to settings; just navigate to the settings tab and click history to view changes. This feature will allow you to monitor any modifications made to your merchant services effectively.
Accessing Terminal and Settings Audit History
Key Steps
Step 1: Access Terminal History 0:43
Navigate to the Terminals tab in the merchant services dashboard.
Click on the History button to view the audit history of your terminals.
To see specific changes, click on View Moment in Time.
Step 2: Access Settings History 0:26
Go to the Settings tab in the merchant services dashboard.
Click on My Settings.
Select the History option to view the changes made to your settings.
Step 3: Review Changes 0:35
Utilize the auditing capabilities to review any changes made to your terminals or their settings.
Ensure to check the timestamps and details of each action for accurate tracking.
Cautionary Notes
Always verify the date and time of the changes to ensure you are reviewing the correct history.
Be cautious when making changes based on historical data; ensure you understand the context of previous actions.
Tips for Efficiency
Regularly check the audit history to stay updated on any changes made to terminals and settings.
Document any significant changes for future reference to streamline the auditing process.