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Portfolio Perspective Tag
| Name | Added On | Difficulty | Time Required | Description |
|---|---|---|---|---|
| How to add a new distribution schema | 04/02/15 |
|
15 mins | This tutorial will help you to learn how to add distribution schema. |
| Adding a new distribution schema (Convenience Fee Handling use case) | 06/24/15 |
|
30 mins | This tutorial will help you to learn how to add distribution schema for convenience fee handling. |
| Adding a new distribution schema (Tax Management use case) | 06/25/15 |
|
30 mins | This tutorial will help you to learn how to add distribution schema for tax management. |
| Navigating Portfolio perspective | 12/30/15 |
|
15 mins | In this easy tutorial you will learn how to navigate Portfolio Perspective as well as make basic operations with a portfolio. |
| How to add a new channel | 04/29/16 |
|
15 mins | In this tutorial we are going to learn how to add a new channel associated with POS software. |
| How to attach a reseller to a portfolio | 08/25/16 |
|
15 mins | This easy tutorial will teach you how to attach a reseller to a portfolio. |
| How to change terminal configuration | 12/22/16 |
|
15 mins | This tutorial will show you how to change configuration for one or several terminals. |
| Managing branding settings | 03/03/17 |
|
30 mins | This tutorial will teach you how to create a branding profile at different levels within the gateway. |
| Configuring annual fees | 10/05/17 |
|
15 mins | This tutorial will teach you how to configure an annual fee. |
| Configuring taxes | 09/05/18 |
|
30 mins | This tutorial will teach you how to configure and modify taxes. |
| Creating a portfolio | 03/28/20 |
|
15 mins | This tutorial will teach you how to create a new Portfolio and configure its settings. |
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