Note: Newest content is added to the bottom of this table.
| Date | Feature | Description | Effected Topics |
| May 19, 2022 | 2 Factor Authentication for login | This feature adds a layer of security to your personal logon to Merchant Direct. By enabling 2 Factor Authentication, you can make use of an authenticator app, or receive SMS messages or an email with an authentication code to login. | |
| July 12, 2022 | External user management | This feature gives merchants the ability to create Merchant Direct user profiles for their own employees. | |
| July 12, 2022 | Call me now/Call me later and Live chat | Schedule a call from a Moneris Customer Care agent, or engage in a live chat with an agent. | |
| September 13, 2022 | Dispute Notification | This feature gives the user an indication that there are unresolved dispute transactions to be reviewed and corrected. | |
| October 25, 2022 | Add Account | This feature enables the administrator user to add accounts to their organization. | |
| November 22, 2022 | Refund Requests | This feature allows basic or administrator users to set up and process refunds. | |
| November 22, 2022 | Update Bank Account |
This feature allows basic or administrator users to view and add banking requests. |
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| February 27, 2023 | Dispute Management View Images and Decline Messages | This feature allows the user to view details of a disputed transaction, view declined messages and view supporting documents related to the dispute case. | |
| March 24, 2023 | Ordering | This feature enables basic or administrator users to order products and supplies from their business accounts. | |
| June, 12, 2023 | End of Day Batch Summary | This report will provide a summary of settled transactions of a particular day. | |
| June, 12, 2023 | Message Centre | This option allows you to receive personalized support by submitting questions through the Merchant Message Centre. | |
| June 20, 2023 | Quick Link Video Tutorials | These videos provide step-by-step instructions for some key features. | |
| August 28, 2023 | Revenue Share | This feature can be used to identify transactions that have been processed with Dynamic Currency Conversion (DCC) or Multi-Currency Pricing (MCP). | |
| September 29, 2023 | Locating Existing Reports in Merchant Direct | This table shows how new reporting features have been grouped into modules to help you navigate the new Merchant Direct platform with ease. | |
| September 29, 2023 |
Daily Report Availability |
This table provides the timing of the data availability reports, based on Data Type. | |
| April 11, 2024 | Filter, Sort, Show/Hide columns | Added a note to indicate that any filters or sorting, or column suppression will not be visible in reports exported to CSV. Any exported report will show all of the data for the report within the selected date range, despite what you may have hidden or how you might have sorted/filtered the data within Merchant Direct. | |
| New topics for response codes and report fields | Added several new topics to provide information about the data merchants see on the various reports, including Copy Request Reason codes, POS Entry codes, Tier code, and Transaction Response codes. | ||
| New topics for Gift reports | There are three new reports in Merchant Direct; the Gift Liability, Gift Card Transactions, and Gift Card Summary reports. | ||
| New topics pertaining to chargebacks | These topics explain what chargebacks are and how to respond to them, as well as providing chargeback reason codes which appear on various Merchant Direct reports. | ||
| Additions to report availability | Added rows to table for new reports | ||
| August 19, 2024 | CSV Downloader reports | Provided information on the CSV Downloader utility, including a list of CSV reports available for download and instructions on accessing and downloading these reports. | |
| Add/Remove headers from all report downloads | A new feature enables merchants to select whether or not they would like exported reports to include headers in the CSV files. | ||
| January 3, 2025 | New topics for fee reports | Added several new topics for newly available reports in Merchant Direct to bring it to parity with reports available in Merchant Direct Classic. |
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| View PetroTrak transactions | In the Find a Transaction module, there is the ability to view PetroTrak fleet card usage to pay for fuel. | ||
| Changes to date ranges | The Find a Transaction module has a new maximum date range for locating transactions. The Sales Summary report has a new maximum date range for the report. | ||
| Additional resources for chargeback support | Created a link to a page on moneris.com which offers additional support on chargebacks, including a pair of videos and a list of common chargeback codes and remedies. | ||
| Enhanced views on the Sales Summary report | Moneris has added several new functions to the Sales Summary report to provide new filtering options and more information to merchants. | ||
| Glossary of report fields | A new topic has been added that explains every field on every report and a list of which reports contain the field. | ||
| API Token | Merchants now have the ability to view and copy the API token for integrating with Cloud IPgate. | ||
| New Moneris portal and sign on changes | Moneris is in the process of introducing a new single sign on portal that will unify the way you sign on and access your various Moneris portals, including Merchant Direct, Moneris Go Portal, Moneris Insights, Moneris Go Restaurant, and Moneris Go Retail. This new portal will also change how you access and sign in to Merchant Direct. |