Learn Your Way Around
Navigate Beyond One in a couple of clicks. Don’t miss out on these payment processing hotspots and shortcuts.
Authorizations
Every time a credit card is processed, an authorization is generated. Check your Authorizations page to keep up with your authorizations and whether they are approved or denied.
The page defaults to yesterday's authorizations, but use the filters to select any date range.
Search your authorizations by any of the data displayed on the table.Â
Your authorizations are sortable and will display all the relevant details.Â
Authorization Details:
Each authorization will appear with the following helpful details:
Use the filters to select a date range—by default most views will be filtered to show yesterday’s data.
Settlements
The Settlements page displays all successfully processed batches for your account, including all approved transactions in those batches.
The Settlements page displays all your settled batches. Select a Batch ID to see the details.Â
Use the search or filters to quickly find the batch you are looking for.Â
The table provides a summary of the Batch total and number of transactions.Â
Settlement Summary:
View the Batch Summary or select any Batch ID number to see all the successful transactions contained within that batch. The data fields available are:
Settlement Details
On the Settlement Detail page you can see all the transactions included on the selected batch.Â
Transactions can be searched using the icon at the top of the page.Â
Settlement Details:
View the Batch Summary or select any Batch ID number to see all the successful transactions contained within that batch. The data fields available are:
Note: Only approved transactions will be included on settled batches.Â
Deposits
The Deposits page will show on file ACH deposits to your bank account.
Hover over the reference # to see the routing and account numbers for this deposit.Â
Use the search or filters to quickly find the deposits you are looking for.Â
The table provides a summary of the deposit totals.Â
Deposit Summary:
Note: The total deposit amounts will include settled batches, which may not include card types set up to fund directly. Deposits may reflect daily net, daily split, or monthly fee structures. Deposits may be negative when reflecting disputed transactions.
Disputes
The Disputes page provides a summary of all the chargeback, reversals, and retrieval disputes opened against your account. The details shown in the portal are informational and will help when contacting Get Beyond to resolve disputes. The Disputes page by default displays all cases from the past 45 days. It will display each case individually and will update the status as it changes.
The Disputes page shows all the cases for the past 45 days. Use the filters to update the date range.Â
Use the search or filters to quickly find the dispute you are looking for.Â
Click to upload and submit documentation.
There are multiple types of dispute cases. The table displays a summary of the current status. Select the case # to see details.Â
Click on the icon to view the Dispute Letter associated with this specific case.Â
Disputes Summary:
Some cases may be related to the same transaction—selecting the case number will display the detail page and provide a clearer picture of how all the cases relate.
Dispute Details
The details for the selected case will appear at the top of the page.
The disputed transaction details give insight into how the dispute came about.Â
The Related Case History shows all the cases tied to this dispute, providing a summary of actions related to the selected case.Â
Disputes Details:
When the case number is selected from the main Disputes list page the following details will be shown.
Case Specific:Â
Transaction Summary:
Related Case History
This section will display all other cases that are related to the selected dispute. Each case may have multiple lines indicating the date the case status changed.
Get a head start on reversals by viewing your dispute letters days before they arrive via mail. On top of putting together the documentation required for stopping a reversal faster, we also offer a link to upload your documentation to MerLink. This will allow you to scan the documents digitally and send them via your phone or computer.
Statements
Get Beyond is going green! Instead of paper statements mailed out to you, all statements will be available electronically, via Beyond One, starting April 1, 2022. Â
Look through all your Beyond statements by date.Â
Alerts
Receive text message or email alerts to get accurate business updates in the palm of your hand. Available alerts include but are not limited to:
Deposit Posted
When a new deposit is available in your account
Settlement Posted
Sends settlement details once the batch is processed
Statement Available
When a new monthly statement is available in your account
New Chargeback Dispute
When a new chargeback dispute has been opened on your account that needs your attention
New Retrieval Request
When a retrieval request dispute type is added to your account
Second Retrieval Request
When a second retrieval request dispute type is added
Fulfilled Retrieval Request
When your retrieval request documentation has been received and the case is fulfilled
Reversal Case Opened
Sends an alert when a new reversal case is opened that needs your attention
Reversal Resolved
Sent after your reversal case is closed indicating whether it was resolved in your favor or denied
How to set up alerts:
Add or update contact info:
Edit your preferred email address and add your mobile phone number to your user profile. Start by clicking the dropdown in the upper right with your name on it and selecting “Profile”. Fill in your phone number and email under “User Info”.
Scheduled Reports
Use the Reports section to schedule any report to be sent to you as a PDF, Excel, or CSV document.
How to schedule reports: Go to “Reports” and click “Scheduled” where you can fill in the required information.
Beyond One Support
Click the help icon any time for more detailed instructions on all features of Beyond One.
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Call 1-888-480-1571
24/7 live support
Text 1-888-480-1571
8-5pm ET Monday through Friday
Chat with icon in portal
8-5pm ET Monday through Friday
FAQs
Most frequently asked questions and answers
When your account is first created all your historical authorizations (if any exist in the system) will immediately be available for review. These can be searched, filtered, and sorted by first choosing the Authorizations page from the navigation.
When credit cards are processed in your establishment an authorization is generated to determine whether the customer is capable of making the desired purchase. No money is exchanged at the time an authorization is created, as these authorizations will need to be batched and settled. However, the authorization details displayed in your account will give you a summary of the cards processed and whether these were approved or denied.
Weekday Syncs: During weekdays your portal will receive payment processor batch data twice throughout the day: at 8:00pm and again at 11:00pm.
Any batches closed within the last 30 minutes of these windows may not sync to the portal due to systems processing and other delays. (Ex. A batch closed before 10:30pm will make the 11pm window, but one closed after 10:30pm may miss the cutoff.)
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Weekend Syncs: Your weekend settlements sync only once—at the end of the day Sunday.
All batches closed before 10:00pm on Monday through Friday will be funded the next day.
Any batches closed after 10:00pm on a Friday will be funded Monday.
Dispute data is loaded into the portal once a day—providing a more efficient means of reviewing details rather than waiting for information to arrive in the mail.
The total batch amount may not match the total deposit for your account depending on various fee structures and whether settlements are paid directly by individual card companies. These differences will be made clear in future updates to the portal.
The date shown under Settlement Details may differ from the Settlement Summary, depending how often you close your batches.
