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First American Payments - FirstView Access & Reporting Print Article

INTRODUCTION

FirstView by First American Payment Systems (FAPS) is a powerful web-based system that provides reports of payment transaction activity in a variety of formats.  This article explains how to gain access to FirstView and how to run important standard reports.   Note:  FirstView is only available for clients who have been successfully approved to FAPS.

FIRSTVIEW ACCESS

Clients can gain access to FirstView using the User Name and Password listed in the First American Welcome Letter.

To access and log in to FirstView, follow these steps:

1. Open your web browser and go to https://www.firstview.net/Account/Login.aspx  The FirstView Log In page opens.

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2. For your first login, your temporary User Name will be your 16-digit Merchant ID number as shown on your Welcome Letter, and the Password will be the temporary password also provided on that document, labeled as “Web Password.” Enter that temporary User Name and Password, then click Log In.

After providing your temporary User Name and Password, you will see this page:

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3. Fill in all the fields in the User Setup and Security Questions sections, and select your Contact Preferences.

a. Usernames must contain between 6 and 20 characters with no special characters and at least one letter.

b. Passwords must contain between 6 and 20 characters with at least one number, one uppercase letter, and one lower case letter.

4. Click Continue. FirstView will redirect you to the login page where you will now login with your newly chosen Username and Password.

MERCHANT HOME PAGE

Logging in to FirstView will by default bring you to the Merchant Home Page shown below.

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SUB-USERS

ADDING SUB-USERS

If you are a primary FirstView user, you can create and manage sub-users, who have differing access to your FirstView merchant information. To create a sub-user, follow these steps: 

1.  In the left pane, click Account Settings, then select Sub-Users. 

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2. Click Create New Sub-User. The User Setup and Linked Merchants sections appear at the bottom of the page

3. In the User Setup section, enter the Username, First Name, Last Name, and Email. 

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4. Click Insert at the bottom of the page. The sub-user is created and appears in the Sub-User Management list. 

EDITING SUB-USERS

To edit a sub-user, follow these steps:

1. In the left pane, click Account Settings, then select Sub-Users. 

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2. Click the edit icon ( ) for the user you want to edit. The User Setup and Linked Merchants sections appear at the bottom of the page. 

3. Make the desired changes and click Save.

DISABLING OR ENABLING A SUB-USER

To disable a sub-user, follow these steps:

1. In the left pane, click Account Settings, then select Sub-Users.

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2. Click the disable icon for the sub-user you want to disable. The sub-user is disabled and moved to the DISABLED section of the list.


To enable a disabled sub-user, click the enable icon ( ) for the sub-user. The sub-user is enabled and moved to the ACTIVE section of the list.

subusermanageaction.PNG

DOWNLOADING STATEMENTS

Using FirstView, you can download your month-end statements and 1099K forms when available.
To download statements, follow these steps:

1. Click on the Statements option in the left pane menu. 

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2.  The Merchant Statements page opens. 

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3. If desired, change the Period for either Credit Card or Tax Statements, and click Download.

4. The Opening file window opens.

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5. Select Open with or Save File, and click OK. The file opens or saves according to your selection.

REPORTS

Using FirstView, you can run the following merchant-level reports:

  •  Authorization Detail
  •  Captured Batch Summary
  •  Captured Batch Detail
  •  Daily Deposit Detail
  •  Card Number History
  •  Chargeback Detail
  •  Retrieval Request Detail
  • 1stPay Gateway Transactions

    A detail on each of these reports can be found in the sections below.

CAPTURED BATCH SUMMARY 

The Captured Batch Summary report shows a total of all batches submitted for settlement before the daily cut time assigned to your processing front end. This shows the ACH amount that was deposited/debited from your account and beneath as well as a summary of what makes up that amount. Because daily batch data is typically loaded to FirstView the day after your batch has been submitted, the dates in the Captured reports will usually show the day after you closed your batch.

          Tip! Recommended for high-level information with the deposit/batch totals. 


To run the Captured Batch Summary report, begin at the All Merchant Reports page and follow these steps.

1. From the All Merchant Reports page, click the arrow next to Auth/Capture Reports and select Captured Batch Summary.

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2. If desired, change the From and To dates, then click Go to see a new date range.

3. To see batch detail, click on either the Captured Date or Batch #. The detail for that date/batch appears.
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4. To download the report in Excel, click on the Download in Excel button at the bottom of the page and follow the instructions prompted by your computer

CAPTURED BATCH DETAIL

The Captured Batch Detail report shows all transactions batched before the daily cut time assigned to your processing front end. Because daily batch data is typically loaded to FirstView the day after your batch has been submitted, the dates in the Captured reports will usually show the day after you closed your batch.

          Tip! Recommended for detailed transaction specific information.


To run the Captured Batch Detail report, begin at the All Merchant Reports page and follow these steps:

1.  Click the arrow next to Auth/Capture Reports and select Captured Batch Detail. 

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The report detail is at the bottom of the page.

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2. You can use the Show entries field and the First, Previous, Page Number, Next, or Last buttons to move through the report. You can also use the Previous Day or Next Day buttons to step through reporting for other days.

3. To view the Authorization Detail, click a date in the Auth Date column. The Authorization Detail report opens.

4. To view the Batch Detail, click a number in the Batch Number column. The Captured Batch Detail report opens.

5. To view the Captured Batch Detail by Card Type report, click the card type in the Type column. The Capture Batch Detail report opens.

6. To download the report in Excel, click on the Download in Excel button at the bottom of the page and follow the instructions prompted by your computer.

DAILY DEPOSIT DETAIL

To run the Daily Deposit Detail, begin at the All Merchant Reports page, follow these steps:

1. Click the arrow next to Settlement Reports and select Daily Deposit Detail. 

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2. If desired, change the From and To dates, then click Go to modify the date range

3. You can use the first, previous, page number, next, or last icons to move through the report.

4. To download the report in Excel, click on the Download in Excel button at the bottom of the page and follow the instructions prompted by your computer. 

CARD NUMBER HISTORY

To run the Card Number History, begin at the All Merchant Reports and follow these steps:

1. Click the arrow next to Other Reports and select Card Number History.

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2. If desired, change the From and To dates. 

3. Enter the last four digits of the card in the Card # (Last 4) field and click Search. The report populates in the bottom of the screen. 

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4. Line items labeled as AUTH denote communication attempts to authorize payment via the card searched. Line items labeled as CAPTURED denote previous authorizations submitted for payment via a captured batch. Line items labeled as SETTLED denote captured transactions that were paid to you via the settlement system associated with FirstView. (If your American Express or Discover transactions are settled to you directly by those card brands, you will not see a SETTLED record for those transactions in this report.) 

5. You can use the Show entries field and the First, Previous, Page Number, Next, or Last buttons to move through the report. You can also use the Previous Day or Next Day buttons to step through reporting for other days.  

6. To download the report in Excel, click on the Download in Excel button at the bottom of the page and follow the instructions prompted by your computer.

CHARGEBACK DETAIL

A chargeback is a transaction that has been disputed by the cardholder.
To run the Chargeback Detail, begin at the All Merchant Reports and follow these steps:

1.  Click the arrow next to Other Reports and select Chargeback Detail. 

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chargebackreport.PNG

2. Select Incoming Chargeback Dates or Original Transaction Dates. 

3. If desired, change the From and To dates. 

4. Click Go. The report data appears in the bottom of the page.

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5.  You can use the Show entries field, or the first, previous, page number, next, or last icons to
move through the report.

1STPAY GATEWAY TRANSACTIONS

This report will allow the client to see First American refunds vs. charges in detail. 

1. Go to Reports and select the All Merchant Reports option.

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2. From the Auth/Capture reports section, choose the 1stPay Gateway report.

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3. If desired change the From and To dates.

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4. Click Go. The report data appears in the bottom of the page.

 

CLIENTS THAT HAVE USED SUB-CODES

There are two reports in FirstView that will allow the client to see the BPE/Event Code listed. The client can export these reports into excel and then sort by the "Invoice #" column.

The first option to see this field is the Authorization Detail report. You can see where the BPE/Event Code is located in red below.

authdetail2.png

The second option for seeing this field is the Captured Batch Detail report. You can see where the BPE/Event Code is located in red below.

capbatch2.png

 

 

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