Quick Link: ConnexPoint Dashboard Training [Video]
This help document is intended to walk RevTrak Web Store users through what changes they can expect when the back-end software used to process payments and manage funding for your RevTrak Web Store has been upgraded to ConnexPoint, Vanco’s premium payment platform.
What changes can RevTrak clients whose Web Store is now supported by ConnexPoint funding expect?
Most things about your Web Store will remain the same. The way families and students access and use the Web Store will not change, and any stored methods of payment are not impacted by this change. You and other RevTrak users will continue to access and use your Web Store’s Admin Portal in the same way they always have.
What has changed is that your organization now has access to the ConnexPoint dashboard for expanded reporting and self-service options for your Web Store. Training & information for how to use this new tool can be found below. During and leading up to migration, you can expect the following:
- Funding migration occurs on the first of a new month so that all transactions from that month will be included in the new ConnexPoint statements and reports.
- There will be no change to the behavior of Web Store or RevTrak Admin Portal functionality throughout the first month.
- The changes outlined below will be noticed once statements for the month have been generated.
- If you are new to ConnexPoint, you will be set up as a ConnexPoint user to access the ConnexPoint dashboard. Once access has been granted, an email is generated and sent to you giving you information about how to access the ConnexPoint Dashboard. If you have any questions about this process, please contact client services at 888.847.9885.
We’re excited to introduce you to ConnexPoint! We’ve summarized some of the changes and new features below:
|Former Funding Configuration
|New ConnexPoint Funding
|Email statement sent from: firstname.lastname@example.org
|Email statement will now be sent from: email@example.com
|Email statement had excel file attached
|Email statement now has PDF attached
|New bank accounts and statement recipient emails were added through Cognito Forms
You can now both add and update emails to receive statements and add and update deposit accounts through ConnexPoint Configuration tools
NOTE: During transition, the Cognito Form will still allow you submit a request to have Vanco update/add email or deposit accounts on your behalf.
|Settlement report was blank in the RevTrak Admin Portal.
|Settlement report (used to reconcile with your bank statement) will now be populated in RevTrak Admin Portal. This report is also available through the ConnexPoint Dashboard.
|Statement report was blank in the RevTrak Admin Portal.
|Statement report (your monthly merchant statement) will now be populated in RevTrak Admin Portal. This report is also available through the ConnexPoint Dashboard.
|Monies by account report was blank in the RevTrak Admin Portal.
|Monies by account code report (showing your total transactions by account code for the selected period) will now be populated in RevTrak Admin Portal. This report is also available through the ConnexPoint Dashboard.
|RevTrak reporting was oriented around payment date, e.g. the date of the transaction.
|ConnexPoint reporting is oriented by settlement date, e.g. the date the deposit is batched and sent to your bank.
If you or other staff members have additional questions or difficulty accessing & using the ConnexPoint dashboard, our Client Services team will be happy to assist you – please call 888.847.9885.
We are grateful to have you as our customer.