Settings
Workspace preferences for the Payment Pros residual operation.
Prototype demonstration. All figures, merchants, agents and reports on this screen are fictional sample data. No financial records have been processed and no payments will be initiated.
Organization
Displayed on consolidated reports and agent statements.
Notifications
Email alerts for the monthly residual workflow.
Data Retention
How long original processor files and source records are preserved in secure, access-controlled storage.
Corrections are applied through versioned imports or explicit adjustments — approved historical data is never silently overwritten.
Phase 2 Roadmap
Capabilities planned once the partner approves this prototype.
- Production residual file ingestion (CSV / Excel parsing)
- Persistent financial database with full audit trail
- Effective-dated split agreements and override engine
- Excel workbook export with six reconciled tabs
- Agent statement generation and distribution