If an authorized contact calls or emails about another authorized contact leaving their business, it is advisable to delete the Actum Portal account for this individual. In some cases, it may be advisable to delete the account if a new authorized contact declines to proceed with the sign up process. This entry provides step-by-step instructions…
A merchant may provide access to the Actum Portal for a bookkeeper to assist with reconciling account activities. At the same time, a merchant may want to protect sensitive account information for their customers or strictly ensure that a bookkeeper’s only ability is reconciling activities within the Actum Portal. This section explains how to create…
One of the newest features with the Actum Portal is the ability to edit a recurring transaction. Follow these instructions to make changes with a recurring order. 1. Log in to the Actum Portal at https://merchant.actumprocessing.com. Refer to the Multi-Factor Authentication (MFA): How to Use via Actum Portal article for further login instructions. 2. Select the Transactions…
Keeping track of account activities proves most helpful for Actum Processing merchants. The Transaction Detail Report provides nine distinct reports to monitor recent data relevant with a merchant’s processing activities. The Transaction Detail Report is a one stop, central destination for merchants. From an overall view of the account to specific, itemized reporting with a…
The Actum Portal provides an array of information to monitor the latest information and trends with a merchant’s Actum Processing account. Data about transaction statuses, returns, customer data, and monthly statements are readily available for access. Whether the portal is accessed for the first time or as a refresher, this article provides information about navigating…
Security and peace of mind come to the forefront of Actum Processing merchants when using the Actum Portal. Multi-Factor Authentication, or MFA, provides a security layer to utilize the Actum Portal at its maximum, ensuring the actual individual logs in to the portal tied directly to their contact information. This article explains how to properly…
The Actum Portal provides multiple resources to succeed and operate an Actum Processing merchant account such as the Ledger Report, which offers an overview of account activities in terms of payouts and fees. This article reviews how to find and understand this report in the Actum Portal. Accessing the Ledger Report 1. Log in to…
Funds may be issued from an Actum Processing merchant to their clients in the form of Credit transactions. For merchants looking for ease of convenience, the Payout to Credit Reserve Sweep option provides a proactive measure toward efficient operations. This article explains how to find and utilize the Payout to Credit Reserve Sweep option and…
One of the most in-depth tools at a user’s disposal is User Management with the Actum Portal. A merchant can create and manage users with accessing information and data pertaining to their business’ Actum Processing account. This article reviews how to properly proceed with User Management, re-sending the invitation link to the portal, how to…
It is important to know about the overall fees assessed for processing with Actum along with a summary of the processing fees relating to the account from the prior month. Monthly Statements delve into these fees in greater detail. This article explains how to find and download these statements from the Actum Portal. How to…