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Residuals User Exceptions

Updated

Overview

Residuals User Exceptions help admins identify merchant accounts that may have incorrect or incomplete user assignments before residual reports are published. The reports run in real time and flag common setup issues that could cause residual commissions to be calculated or paid incorrectly.

  • No Users Assigned: Identifies merchants that do not have an active Sales Rep or Manager-type user assigned. This can include merchants with no users, disabled users, or only Administrator-type users assigned.
  • No Percentage Assigned: Identifies merchants that have an active Sales Rep or Manager assigned, but whose residual split is set to 0%.
  • Processor-Level Review: Exceptions are grouped by processor, making it easier to review and correct assignments across different residual portfolios.

This feature is used to catch user-assignment and split errors before residuals are shared or paid, helping admins verify that the correct users are attached to each merchant and have a valid payout percentage.

We recommend reviewing the User Exception Reports each time a new residual report is uploaded and before the report is made visible to users.

To open the User Exception Reports page, navigate to Manage → Residuals → User Exceptions.

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The page shows two report tables, including No Users Assigned and No Percentage Assigned. Both reports perform a real-time search for exceptions associated with your merchants.

Results are displayed separately for each processor, helping you identify merchants that may require changes to their user assignments or residual split percentages.

Understanding the reports

No Users Assigned

The No Users Assigned report shows merchants that do not have an active Sales Rep- or Manager-type user assigned.

A merchant may appear in this report because:

  • No users are assigned to the merchant.
  • Only Administrator-type users are assigned.
  • The assigned users are disabled.

No Percentage Assigned

The No Percentage Assigned report shows merchants that have an active Sales Rep- or Manager-type user assigned, but the user's residual split is set to 0%.

How to view assigned users

For merchants that have a user assigned, you can review the user's information directly from the report.

  1. Locate the merchant in the User Exception Report.
  2. Find the Users column.
  3. Hover over the user icon to view information about the assigned user. 
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