This guide will cover:
To request access to https://www.mypaymentsinsider.com/ui/#/us/en_US/login, please email PCI@uwyo.edu. Please request that you be granted access to the portal and the Merchant ID (MID) number(s) you need to access.
The PCI team will verify this request and grant access to the portal. Once access is granted, you will receive an email from mypaymentsinsider.com with log in instructions.
Upon termination or job duty changes of an employee, please request the removal of access to mypaymentsinsider.com for that employee by sending an email to PCI@uwyo.edu.
More information on this process is located in the Credit Card Deposits Business Process Guide.
Step One
Step Two
- Click on "Reports" on the left-hand side of your screen, and then select "Payments".
- If you have multiple Merchant Identification numbers, select the desired MID in the Location Field. Otherwise, proceed to selecting the desired date fields.
- A Payment Report should be generated for the Payment Dates from Friday through Thursday.
- After the desired fields have been entered, select "Show Results".
Step Three
- There are two options to view the report
- Exporting the report to Excel
- Details Screen
- Click on "Export", then "Advance Export"
- Confirm that the "Payment Summary (Download in .csv format)" is not checked and select "All Columns"
- Click "Download".
Details under Payment Summary Report
- The second option is to scroll down the screen to "Details". Here you can toggle between the Batch and Transaction totals at the top right.
- The Batch view will display the deposits that were sent to UW's bank by Payment Date. You can use these individual deposit totals to fill out the credit card revenue deposit advice.
Step Four
- If you use the downloaded Excel Payment Report, it will contain several tabs. Select the "Batch" tab.
- This report may include fees charged to your MID and chargebacks in the Batch Amount column. Processing fees will show up as a negative dollar amount. Chargebacks will show up as either positive or negative dollar amounts depending on the situation.
For example, the amounts circled below represents processing fees charged for this merchant account and a chargeback.
- The Accounting Office centrally reviews fees and posts those separately in WyoCloud. No action is required on your part for the fees to be posted. These should not be included on the Credit Card Revenue Deposit Advice.
- Please include any chargebacks on your Credit Card Revenue Deposit Advice.
- Transaction detail by batch number can be viewed on the "Payments" tab of the downloaded Excel document.
| Once you have pulled the report information, please visit the Deposit Advice Form QRG for steps on filling out the form. |