Difference between revisions of "Accounting Finance:AMEX Merchant Services"

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(Created page with "==Log on== *Log onto American Express Merchant Services: [http://www.americanexpress.com/Canada http://www.americanexpress.com/Canada] *Merchant Services: 1-800-268-9877 *Ente...")
 
 
(13 intermediate revisions by 2 users not shown)
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==Log on==
  
==Log on==
−
*Log onto American Express Merchant Services: [http://www.americanexpress.com/Canada http://www.americanexpress.com/Canada]
 +
*Log onto American Express Merchant Services: [http://www.americanexpress.com/Canada American Express]
 
*Merchant Services: 1-800-268-9877
  
*Merchant Services: 1-800-268-9877
 
*Enter UserID: '''unipharm'''
  
*Enter UserID: '''unipharm'''
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*Click '''log in'''
  
*Click '''log in'''
 
*If you need to re-set password, the password question is - your favourite city is? '''vancouver'''
  
*If you need to re-set password, the password question is - your favourite city is? '''vancouver'''
−
[[File:AMEX1.PNG|400px]]
 +
[[File:AMEX1.png|400px]]
  +
  +
==Submitting Merchant Account Requests Online==
  +
  +
*Changes to Merchant Accounts can be made online.
  +
*Online submission is available for the following request forms:
  +
#Banking Information Change
  +
#Chain Addition
  +
#Account Cancellation
  +
#Payment Preference
  +
#Payment Frequency
  +
#Pre-authourized Debit
  +
  +
*This can either be done over the phone ('''1-800-268-9877''')
  +
*Alternatively you can also use AMEX's '''live chat''' which can be accessed by going to [https://www.americanexpress.com/ca/en/content/support-cardmember/contact-us.html?page=CM&inav=ca_utility_contact AMEX Contact Us Page]and clicking '''chat''' in the bottom right corner (Make sure to '''log in''' first).
  +
[[File:amex.PNG|400px]]
  +
*AMEX will generate a link which will be sent via '''email''' that will open up a service named "DocuSign".
  +
*The link can only be used '''once''' an expires after 30 days.
  +
*'''Fill''' out form with Merchant's information and '''submit'''.
  +
*Requests are handled within 3-5 business days.
   
 
==Activity Report==
  
==Activity Report==
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*Check the 'Dispute' tab and see if there is any inquiry/chargeback needed to be forwarded to the store.
  
*Check the 'Dispute' tab and see if there is any inquiry/chargeback needed to be forwarded to the store.
 
*Send any inquiries to the store ASAP.
  
*Send any inquiries to the store ASAP.
−
[[File:AMEX2.PNG|400px]]
 +
[[File:AMEX2.png|400px]]
   
 
*Click '''download''' if you wish to download to Excel or you may view and sort on screen
  
*Click '''download''' if you wish to download to Excel or you may view and sort on screen
 
#Click '''Microsoft Excel'''
  
#Click '''Microsoft Excel'''
 
#Click '''Download'''
  
#Click '''Download'''
−
[[File:AMEX4.PNG|400px]]
 +
[[File:AMEX4.png|400px]]
 
#Click '''Save'''
  
#Click '''Save'''
 
#Save file to \accounting superserver\common\ar\2008\AMEX Activity Reports
  
#Save file to \accounting superserver\common\ar\2008\AMEX Activity Reports
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#Click '''Save'''
  
#Click '''Save'''
 
#Click '''close'''
  
#Click '''close'''
−
[[File:AMEX6.PNG|400px]]
 +
[[File:AMEX6.png|400px]]
   
 
===File Transfer===
  
===File Transfer===
 
*View chargebacks and other reports '''OR'''
  
*View chargebacks and other reports '''OR'''
 
*Click '''logout'''
  
*Click '''logout'''
−  
   
   

Latest revision as of 12:27, 9 May 2018

Log on

  • Log onto American Express Merchant Services: American Express
  • Merchant Services: 1-800-268-9877
  • Enter UserID: unipharm
  • Enter Password: test123
  • Click log in
  • If you need to re-set password, the password question is - your favourite city is? vancouver

AMEX1.png

Submitting Merchant Account Requests Online

  • Changes to Merchant Accounts can be made online.
  • Online submission is available for the following request forms:
  1. Banking Information Change
  2. Chain Addition
  3. Account Cancellation
  4. Payment Preference
  5. Payment Frequency
  6. Pre-authourized Debit
  • This can either be done over the phone (1-800-268-9877)
  • Alternatively you can also use AMEX's live chat which can be accessed by going to AMEX Contact Us Pageand clicking chat in the bottom right corner (Make sure to log in first).

amex.PNG

  • AMEX will generate a link which will be sent via email that will open up a service named "DocuSign".
  • The link can only be used once an expires after 30 days.
  • Fill out form with Merchant's information and submit.
  • Requests are handled within 3-5 business days.

Activity Report

  • Click view statement (last month's AMEX Activity Report).
  • Check the 'Dispute' tab and see if there is any inquiry/chargeback needed to be forwarded to the store.
  • Send any inquiries to the store ASAP.

AMEX2.png

  • Click download if you wish to download to Excel or you may view and sort on screen
  1. Click Microsoft Excel
  2. Click Download

AMEX4.png

  1. Click Save
  2. Save file to \accounting superserver\common\ar\2008\AMEX Activity Reports
  3. Rename file AMEX Activity Statement-013108
  4. Click Save
  5. Click close

AMEX6.png

File Transfer

  • View chargebacks and other reports OR
  • Click logout
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