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    Paya Exchange FAQ

    The Sage Exchange Management Portal is an all-encompassing payment system for payment processing and reporting needs.  Below is a categorized list of the most frequently asked questions about the Sage Exchange portal.

    Logging In

    Paya Exchange Management System: What is the log in location?

    Paya Exchange Management System: I forgot my username or security question for Paya Exchange, what do I do?

    Paya Exchange Management System: What are the password requirements for Paya Exchange? 

    Paya Exchange Management System: Why do I keep having to reset my Paya Exchange Password?

    Paya Exchange Management System: What are the Security Question Options for Paya Exchange?

     

    General Questions

    Sage Exchange Management System: How can I minimize the Quick Links?

    Sage Exchange Management System: Can I select more than one Mini App to auto launch at the same time?

    Sage Exchange Management System: How do I change the time zone settings?

    Paya Exchange Management System: How many characters can the Merchant Alias be?

    Sage Exchange Management System: What browsers are compatible with Sage Exchange?

    Sage Exchange Management System: What are the Quicklinks in Sage Exchange?

    Sage Exchange Management System: Will Sage Exchange work on my mobile device?

    Sage Exchange Management System: Why am I being unexpectedly logged out?

    Sage Exchange Management System: What are the export types in Sage Exchange?

    Sage Exchange Management System: What is Merchant Account in Sage Exchange? 

    Sage Exchange Management System: What is the timeout on Sage Exchange?

    Sage Exchange Management System: How do I update my email address?

    Will the switch to Sage Exchange Payment Management System affect my integration to Sage Payments?


    User Management

    Sage Exchange Management System: Can the administrator unlock a user once they have been locked out ?

    Sage Exchange Management System: How can I change my Security Question?

    Sage Exchange Management System: How do I add a User?

    Sage Exchange Management System: How do I change my password?

    Sage Exchange Management System: How do I create a new Role?

     

    Batch Management

    Sage Exchange Management System: How do I manually settle my batch? 

    Sage Exchange Management System: How do I View my Current Batch?

    Sage Exchange Management System: How do I View my Settled Batches?

     

    Reporting

    Sage Exchange Management System: How can I access my Merchant Statement?

    Sage Exchange Management System: How can I view my ACH rejects?

    Sage Exchange Management System: How can I view my ACH repayments?

    Sage Exchange Management System: How do I locate a transaction?

    Sage Exchange Management System: How far back can I perform a transaction search?

     

    Transaction Processing

    Sage Exchange Management System: How do I process a transaction?

    Sage Exchange Management System: Can the Sage Exchange process international cards?

    Sage Exchange Management System: How do I issue a credit?

     

    Recurring Transactions

    Sage Exchange Management System: How to I access recurring?

    Sage Exchange Management System: How can I view the Credit Cards that are Expiring?

    Sage Exchange Management System: How do I edit a schedule in the Recurring Mini App?

     

    Shopping Cart & Donate Now

    Sage Exchange Management System: What is the products tab? 

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