While managing residuals, sometimes it can be difficult to keep track of the users and percentages assigned. IRIS has a report that will help administrators to make sure that users are assigned to merchants and residuals payouts are correct. We recommend checking the reports following your residuals file upload before you make it visible to your users, though it will be helpful to open it at any time.
To open the User Exception Reports go to Manage > Administration > Residuals > User Exceptions:
When you open the page, the two reports perform a real-time search and retrieve any exceptions to display for your merchants. Each processor displays separately.
- The first report (No Users Assigned) shows merchants with no active Sales Rep or Manager-type user assigned. The merchant may have no users assigned, or those assigned may be Administrator-type or disabled users.
- The second report (No Percentage Assigned) shows merchants with active Sales Rep or Manager-type users assigned but at a split of 0%.
For merchants that do have a user assigned, you can see their info by hovering over the icon in the “Users” column.