User Guide: Westpac Currency Choice online reporting website /99

Westpac Currency Choice online reporting website

User Guide

100/ User Guide: Westpac Currency Choice online reporting website

Table of Contents

1/ Logging in 1

2/ Accessing Reports 2

3/ Transaction Reports 3

4/ WCC Conversion Report 5

5/ Merchant Report 7

User Guide: Westpac Currency Choice online reporting website /1

Logging in Using your internet browser, navigate to the Westpac Currency Choice online reporting website: https://yes.fintrax.com/westpac/

• ThenenteryourusernameandpasswordprovidedbyWestpac

• Enteryourassignedusernameandpassword

• ClickLog In

Additional user names and passwords are available by contacting the Merchant Assist team on 0800 888 066.

1/ Logging in.

The Westpac Currency Choice online reporting

websiteallowsyoutotrackandgeneratereports

related to international transactions that you

have processed.

This guide introduces you to the features of the

website and can help you navigate the site efficiently.

2/ User Guide: Westpac Currency Choice online reporting website

Thisopensalinktothewebpagethatdetailsthereportsavailable.

Accessing Reports Select the ‘Report’ button located at the top left hand corner of the website.

•ClickReport

2/ Accessing Reports.

User Guide: Westpac Currency Choice online reporting website /3

3/ Transaction Reports.

Transaction ReportProvides a list of international card transactions processed for a selected date range. Both currencies for converted and unconverted transactions are shown. The report can be exported invariousformatsforfurtheranalysis.

•ClickTransaction Report

SelectthedaterangeyouwishtoviewtheTransactionReportforandclickthe‘ShowReport’button.

•Enteradaterange

•ClickShow Report

4/ User Guide: Westpac Currency Choice online reporting website

The report will display on screen and you will have the ability to exporttoeither‘Excel’or‘PDF’format.

•Selectaformat

•ClickExport to save or open the file

User Guide: Westpac Currency Choice online reporting website /5

4/ WCC Conversion Rate Report.

WCC Conversion Rate ReportProvides the level of currency conversion by currency, for a selected date range. The report can be exported in various formatsforfurtheranalysis.

•ClickWCC Conversion Rate Report

SelectthedaterangeyouwishtoviewtheTransactionReportforandclickthe‘ShowReport’button

•Enteradaterange

•ClickShow Report

6/ User Guide: Westpac Currency Choice online reporting website

The report will display on screen and you will have the ability to exporttoeither‘Excel’or‘PDF’format.

•Selectaformat

•ClickExport save or open the file

User Guide: Westpac Currency Choice online reporting website /7

5/ Merchant Rebate Report.

Merchant Rebate ReportProvidesthemonthlytotalsofMerchantRebateyouhaveearnedon converted transactions, for a selected date range. The report canbeexportedinvariousformatsforfurtheranalysis.

•ClickWCC Merchant Rate Report

Clickthe‘ShowReport’buttontogetalltherebatespaid

•ClickShow Report

8/ User Guide: Westpac Currency Choice online reporting website

Forfurtherqueries,assistanceortoresetyourpasswordplease

contactourWestpacMerchantAssistTeamon0800 888 066.

The report will display on screen and you will have the ability to exporttoeither‘Excel’or‘PDF’format

•Selectaformat

•ClickExport to save or open the file

WestpacNewZealandLimited

JN2750 02-09