Topic:

I’d like to reconcile the credit card transactions that were processed through RegOnline with the transactions from my gateway. How do I use the RegOnline credit card transactions report to do this?

Solution:

The Credit Card Transactions report is designed for this specific purpose, and allows you to run one report that you can compare to a similar report from your gateway, in order to reconcile your transactions for a given time period. To run a Credit Card Transactions report:

1. On the Events tab, click the title of the event you wish to report on.
2. Click the Reports link.
3. On the Credit Card Transactions link, you can either:
   • Click the link to run for a month-to-date report of all credit card transactions for the selected event, or
   • Click Filter for any other option. You can specify to run this report for this event or all events in this account, for a particular date range, and in a specific format. When you’ve made your selections, click OK.

Below are sample images of the RegOnline detailed credit card reconciliation report, and a sample gateway Transactions report.

Detailed Credit Card Reconciliation Report –

Sample Gateway Transactions report (note the RegOnline fields in the UserID column) –

Additional Information:

RegOnline passes two fields of information from your account to your gateway, both of which display on the credit card reconciliation report:

• Your RegOnline event number, and
• The attendee’s confirmation number (also called registration ID).

These two fields will likely have different names in your gateway’s Transactions report, but once you determine how the RegOnline fields correspond to your gateway’s fields, you can use this information to reconcile the two accounts.

Related Links:

• About Transactions in RegOnline
• Everything that you wanted to know about credit card processing
• How do I get started with online credit card processing? 
• How do I reconcile my RegOnline credit card transactions for my account? 

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