Step 2. Sign Off & Manage your Live VSP Admin Account
Signing off your Live VSP Admin Account
When Protx have created a Live account for you, you will need to test your Live account to make sure that you are able to process transactions with the banks.
The Test and Live Accounts are identical, the only difference being that the Live account is connected to the banks and thus transactions will be settled.
Live testing is an important part of your integration with Protx. Your Live account will connect you to the banks for the first time and the transaction cycle needs to be tested thoroughly by you. You need to use the Live Protx URL's and process your transaction via your Live account.
As you are Live you will need to use Live credit / debit cards - this means using your own cards
Test card numbers cannot be used on the Live system
The Transaction you place will be sent to the banks for authorisation. However, you will be able to void or refund it if you wish.
In order to make sure that your Live account is working, we request that you make at least 2 transactions and 2 refunds using both a Credit card and Debit card:
i.e. 1 x Visa or MasterCard and 1 x Maestro (if you have the card available)
The more testing you do, the more confident you can be.
You can access VSP Admin on the Live Server by following this link:
You can download our VSP Admin user manual by clicking this link:
Testing results:
Should you receive any errors while testing your Live account, please let us know so that we can assist in resolving them. It is important that all errors are resolved straight away and if you do not inform us we cannot help you.
IT IS YOUR RESPONSIBILITY TO CONTACT US
When you have completed your live testing successfully, please e-mail golive@protx.com to let us know. Once we receive this email we will check your live account to confirm the successful testing and subsequently sign your live account off.
Running Transaction Reports
The Live VSP Admin area provides a reporting area. The reports area allows you to run daily, weekly and monthly transaction reports and settlement reports. This will allow you to reconcile your bank statement.
To read about running reports in more detail, we suggest you download the VSP Admin User Manual
All you need to do is:
- Log into Live VSP Admin with your USER Account details.
- To access the reports area, hover over the
button. - Select from the list of reports provided.
N.B. All reports can be displayed as HTML or CSV (for download to another software package such as Microsoft™ Excel)
All reports will open in a new window. You should close this window when you are finished with the report.
Transaction Reports
You should use this option if you would like to show a list of transactions for one day / week / month. This is equivalent to the transaction list from the transaction area and shows all the transactions processed on the selected day / week / month.
Summary Reports
you should use this option if you would like to show a summary of transactions for one day / week / month. This gives you a summary of one day / week / month’s worth of transactions grouped by the user who performed them.
Bank Settlement Reports
You should use this option if you would like to show a summary of transactions which have been sent for settlement for one particular week. This will show the total number and value of transactions in each batch and the total number and value of the transactions settled for the selected week.
Monthly Gift Aid Report
The monthly Gift Aid report lists the names, addresses and total value of all payment or deferred transactions which occurred in the selected month and for which the customers elected to allow you to reclaim the tax under the Gift Aid scheme. You can generate this report each month and attach it to the Inland Revenue R62 form as evidence of your Gift Aid claim.