ProtoBase Suite 6.01.06: ProtoBase UI On Line Training

1. ProtoBase Suite 6.01.06: ProtoBase UIOn Line Training • Sections 3 and 4: • Add Transaction • Void Transaction Next

2. ProtoBase Suite 6.01.06: ProtoBase UI Created by: Elavon Training Department Back Next 3. Add Transaction

3. Add Transaction • The purpose of this section is to walk through the complete process of adding a transaction manually to ProtoBase. • From time to time, and for various reasons a need may arise to add a transaction manually to ProtoBase. The following presentation outlines the detailed steps required. Back Next

4. Add Transaction • Instructions • After Logging in click on Cylinder with green plus symbol at the upper left of the window.. • A window will display in the Active Database and request a location selection. • Select location from the dropdown menu. • Another window will display. This is the transaction detail window. • Navigate from top to bottom, left to right. • Go to next slide. Back Next

5. Instructions • When the transaction detail window opens, there will be only two tabs: • - Transaction Detail- AVS Data Add Transaction • NOTE: (HOTELS and Lodging Industry Only): The Lodging tab for the merchant key Hotel will not display until the credit card number is added. The Lodging tab must be filled out regardless of the credit card type used. ProtoBase will not accept any transaction without the lodging tab completed. • Enter a reference number and fill in the reference number block. (You may use folio numbers, or any significant number you choose such as a Point of Sale Reference Number, or Date). • Skip Unique ID block. • Select Transaction Type Prior Auth for a charge and Refund for any type of return. • Go to next slide Back Next

6. Instructions • Select Terminal from dropdownmenu. • Cashier ID is optional. This is usually used for tracking “who” has entered the manual transaction. • Account: Enter full credit card number on the account line. • NOTE: The Lodging tab will now appear (for lodging merchants only). • Fill in amount. Do not use dollar sign. In the case of a refund, do not use minus symbol, or parenthesis. The refund amount is always a positive number. • Enter expiration date from credit card (month and year). • Skip CVV2 data block. • Card Type, M-Key and Card Name will automatically populate when the credit card number is entered. Leave Global User Field and Account Balance blank. • Upper right of window, enter Customer Name. • Cash back amount is not used for manual entries. • Tab three times past the dates and time. These will automatically populate. • Go to next slide. Add Transaction Back Next

7. 12354 Add Transaction • Instructions • Enter authorization number or approval code from PMS/POS Report “if” the transaction was preauthorized. • If no authorization number was previously assigned, leave block blank. • If transaction is for Hotel Merchant, click on the lodging tab at the top and go to next slide. • If transaction is NOT for a Hotel Merchant click “ADD” (bottom left). • Go to next slide. Skip next slide if you are not a Hotel Merchant. Back Next

8. Add Transaction (Lodging Tab, Hotel Merchant Only) • Instructions • Top to bottom on left. • Enter Folio Number or Reference number from the Transaction Detail Tab. • Charge Description: Always choose Lodging. • Hotel Code: Always Choose Sale, even if it is a refund. • Type in Check In and Check out dates, and room number. • Enter at least 1.00 for room rate and for tax • Upper right. Type in duration of stay. • Click “ADD”. Back Next

9. Add Transaction • Instructions • IF your transaction was preauthorized and has an authorization number entered, you will receive a prompt that says Action Completed after you click on add. • Click OK. • The transaction will then be added (as the last transaction) to the active database display. This means it has been accepted and is ready to settle (deposit). Back Next

10. Add Transaction • Instructions • IF your transaction was NOT preauthorized, ProtoBase will attempt to authorize it when you click ADD. • A Receipt Screen will display. • If you need to print the receipt, click print. If you want to simply add it to ProtoBase and settle it, click close. • NOTE: The auth number appears beneath the card (type). • The transaction then automatically displays in the active database as before. • NOTE: A rejected transaction, will not authorize, and will not display in the Active Database, Back Next

11. ProtoBase Suite 6.01.06: ProtoBase UI Created by: Elavon Training Department Back Next 4. Void Transaction

12. Void Transactions • In previous versions of ProtoBase deleting transactions created challenges when the transaction later need to be retrieved for any reason. In those versions, when a transaction was deleted it was completely removed from the system, making it irretrievable. • In this new version, transactions are not deleted, they are voided. This means the transaction is retrievable, and stored in the history database. • This enhancement alone gives the user a greater flexibility handling and moving transactions, and enables the user to store / track and find any transaction when needed. • The process of voiding a transaction does not deactivate or remove authorizations from transactions. Only the Issuing Bank has that authority. Back Next

13. Void Transactions • Instructions • Deleting a transaction can no longer be accomplished by right clicking the transaction and selecting delete, or by accessing the transaction detail and selecting delete. (The delete button was removed). • There is new and simpler way of ridding the Active Data Base of an unwanted transaction. The method is initiated by creating a Void. • Access transaction detail by clicking on the pencil to be deleted from active database. • Click on Void • A response will display Are you sure you want to void this transaction? • Click on OK • NEXT PAGE Back Next

14. Void Transactions • Instructions • Another response will confirm the transaction has been voided. • Click OK. • Transaction will display in the Active Database with a “V” to the right of the selection box. • Next Page Back Next

15. Void Transactions • Instructions • Select and settle voided transaction with settlement. • Transaction will not be sent to Third Party Processor (TPP). • Transaction is sent to history (only). • Transaction will appear in settlement report as seen here. Back First Slide