Automated Back Office Guide

This guide describes the Automated Back Office service for transaction reconciliation, fee analysis and Card Scheme Reporting. This guide is aimed at financial analysts and back office users who need to perform issuer back-office tasks around transaction reconciliation, network fee management and card scheme reporting.

Topics covered: Onboarding to the Automated Back Office, Automated Back Office Dashboard, Platform Administration, Viewing and Adding Partners, Viewing and Adding Programs, Viewing and Adding Users, Uploading your Data, Transaction Reconciliation, Transaction Matching, Card Scheme Fees, Using the Fee Explorer, Investigating Fee Invoice Items, Card Scheme Reporting, Viewing and Editing Scheme Reports, Viewing the Mastercard QMR, Viewing the Visa QOC

Current Version

The current version is available in both Online (HTML) and PDF format.

Online (HTML)	PDF	What's Changed?	Version
Automated Back Office Guide		Added an Onboarding section, which includes details on adding users and logging in through SSO. Removed the Add a User section from Platform Administration. See Onboarding to the Automated Back Office.	1.1

Older Versions

Older versions are available in PDF format only.

File Name	What's Changed?	Version
Automated Back Office Guide	First version.	1.0