Settlement-based Reconciliation Tool Updates

New updates have been made to RevSpring’s SBR Tool!


New Data

For PersonaPay clients using Loyale, Elavon or SwervePay as their processors, a new view is now available in our SBR suite of reports that populates all of the PersonaPay fields. You can configure the new view by simply clicking on “columns” to add the fields you’d like to use to view or save as new reports.



Updates to Standard Reports

To eliminate report redundancy, the following two reports have been eliminated:

Merchant Reconciliation – Unmatched By Transaction Date

For PersonaPay clients using Loyale, Elavon or SwervePay as their processors, the processing status of an unmatched transaction now shows as Unmatched on both “Daily by Process Date” and “Daily by Settlement” thus eliminating the need for this report.

Merchant Reconciliation – Month to Date

This report is the same as the Daily by Settlement report which remains available for all SBR clients regardless of portal or processor.

 

Please reach out to your Account Manager with any questions you may have about these changes.

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