Financial Adjustment Report

The Financial Adjustment report enables you to see financial adjustments made by Moneris, including chargebacks and manual adjustments. The report shows financial adjustments made within the past month at the merchant or chain level.  

Why use this report

This report will help you determine:

 

Report customization

The report's results can be customized in the following ways: 

 

Report options

You can run this report for:

The sections below explain how to generate the report and what data you will see. 

 

Generate the Financial Adjustment report

To generate the Financial Adjustment report, do the following:

  1. From the main menu, under the Reports section, click Fees/Adjustments. The Fees/Adjustments screen appears. 
  2. In the Fee Type section, click the Fee Report drop-down menu and select Financial Adjustment. 
  3. In the Moneris Account section, select the merchant or chain ID on which you wish to report. 
  4. In the Date section, click the Date drop-down menu and select the year and month on which you wish to report. 
  5. Click the Apply button at the bottom of the screen. The report appears.

Once the report has been generated, you can export the section results to a CSV file. 

Field descriptions

Refer to the descriptions of all of the fields that are available for this report. 

Note:   Field names are listed alphabetically on this page only to assist you with quick lookup and identification.