Automated Back Office Dashboard

When you first log in to the portal, the dashboard appears.

Selecting your Program

At the top left of the screen, select the relevant program from the Programs drop-down list. The program would be either a Visa or a Mastercard program.

Using the Quick Actions buttons

You can use the Quick Actions buttons to navigate to key areas on the portal. These include:

• Activity Reconciliation — opens the Activity Reconciliation page, where you can view the reconciliation status of your transactions.

• Network Fees — opens the Dashboard page, where you can manage network fees.

• Transaction Matching — opens the Transaction Matching page, where you can view the matching status of your transactions. See Viewing Matched and Unmatched Transactions.

• Regulatory Reports — opens the Regulatory Reports dashboard page, which provides details of regulatory reports.

Using the Left-Hand Menus

Clicking displays the left-hand menu. If you are using Activity Reconciliation, Transaction Matching, and Network Fess, the relevant submenu items are under the Finance option.

If you are using Regulatory Reports, the relevant submenu items are under the Risk and Compliance option.

Return to the Portal Home Page

Click the Thredd Logo on the top-left corner to return to the portal home page.

Sign Out

To sign out of your account, click the where the username is located in the top-right corner and select Sign Out.