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    Displaying all transactions under a settled batch report in Paya Exchange

    Product

    Sage Exchange

    Description

    There are times when a sub-user doesn’t see all transactions within a particular settled batch. This is mostly due to a limit placed on the “Devices” portion of the role the user is associated with.

    The Admin, or at least a user with administrative prerogatives, can help remove such limitation. Let’s see how.
    For the purpose of this article, we’d assume “Joe Smith” to be the sub-user, and “Settlement” to be the Role type.

    Resolution

    Upon logging into www.sageexchange.com (a.k.a PEMS), the admin would navigate to the “Administration” Tab, and click on “Roles”


     


    Locate the Role we would like to amend. Since we already know both the user and the associated Role, we would simply locate the Role and click on “Edit” beside it.



    Under the Role Edit page, scroll down to the bottom, and make sure that the “Select All” label is checked beside “Devices.”

     
     
    This will ensure that every settled batch report would show all of the transactions that it contained at the time of settlement.

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