Account management and reporting

If you are a current Resource Online (ROL) user, sign in here to your account securely. Current Paymentech Online (PTO) users should sign in here to their account. The Online Chargeback Management System is integrated and can be accessed via either ROL or PTO.

Alternatively, Resource Online users may select the sign in button on the Chase for Business Payment Solutions home page and then select Resource Online - Enter your Chase Merchant Services user name and password.

• Select Secure Login.
• Verify your personal image and security phrase.
• Key in your password.
• Select Submit.

If you have forgotten your username or password or need other assistance logging in, select the appropriate link and follow the directions.

• On the sign in page, select Need Assistance Logging In.
• On the Need Assistance page, select Reset Your Password in the Forgotten Password section.
• Enter your user name and email address.
• Select the Submit button.

Note: A temporary, single-use password will be sent to the registered email address for the user account. You'll need to create a new password the next time you sign in.

Admin users have the ability to add users and grant them access to your merchant reports within Resource Online. By default, a new user will have the same report access as the admin user, but the admin user can also create new users with a custom set of reports.

1. Select the Add New User button on the User Summary page. (The option to delete user is also found here.)
2. On the Define User page, complete the fields for the new user.
3. Select Next to create the user name. Or, select Cancel to clear the form and return to the User Summary page.
4. The new user will receive emails containing the user name; a link to the Resource Online Login page and the password for access.
5. After the additional user has been created, the User Summary page listing will display the new user name. If changes are required, review the Edit User section for assistance.

Note: If the error message “User Already Exists” is displayed, the value entered for the user name is not available for use. Another value must be entered. Each user name must be unique in the both the Chase Resource Online and Chase Paymentech databases.

The Instant Dashboard displays several panels with payment information that is critical for your business.

• On the left column, the Statements panel displays links to your five most recent statements.
• You may need to select the red Advanced Options link and specify your hierarchy to view the statements.

To search for a specific transaction using either the beginning of the cardholder's card number or the last four digits:

• Enter the number or last four in the Quick Search panel on the Instant Dashboard.
• Select Search.

Note: Unless you select the Search By Last 4 checkbox, the search feature will assume the value you enter is the beginning of a full card number.

• On the Virtual Transaction Manager menu, select Batch and Transaction Reports.
• Select Transaction Search.
• You can search by date, card type, amount, etc.
• Select the Generate Report button to view your results.

The Sales Summary panel charts your recent batch totals by day so you can immediately assess your daily sales totals. Hover over the data points to view that day's total items sold, total sales amount and more.

For more detail, you can select the Sales Summary panel header to open the Batch Summary report, which can also be accessed from the Recon Solution menu on the top navigation bar.

The Settlement Summary panel shows your net deposit by day – the net funding amount sent to your merchant bank after fees have been deducted (where applicable). The date displayed is the date Chase transferred the funds to your banking institution; you should verify with your bank when the money they received was posted to your designated settlement account.

For more detail, select the Settlement Summary panel header to open the Settlement Summary Select report, which can also be accessed from the Recon Solution menu on the top navigation bar.

• The Recap Summary panel shows the calculation of the total amount of transactions you submitted minus the total amount of transactions that did not yet settle. This takes into account exception items and settlement fees to show the total net deposited amount paid into your account.
• The Settlement Fees line item displays your total fees, including those for authorization, settlement, equipment, etc.
• Authorization data is available in Resource Online for up to 3 months.
• Settlement data (summary, detail, chargeback, statements) is available in Resource Online for up to 13 months.
• Data files remain in the File Download area for 90 days, after which time they are automatically deleted – regardless of whether or not the file has been downloaded.
• The Account Number Masking feature masks portions of cardholder's account number to prevent unnecessary exposure of sensitive data – protecting your customers and your business.

The Preferences feature allows you to add, remove or change the order of your report details. These changes can increase or decrease the width of the report.

• On your report results page, select the Preferences icon.
• On the Preferences page, you can specify the report in the Available Reports dropdown.
• Select the field name in the Available Fields list box and select the arrows to move the selected field(s) to the Selected Fields list box for the selected report.
• The Move Up and Move Down buttons can be used to change the order of the fields that display in the report.
• When finished, select the Save button.