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Portfolio Perspective Tag

Name Added On Difficulty Time Required Description
How to add a new distribution schema 04/02/15 15 mins This tutorial will help you to learn how to add distribution schema.
Adding a new distribution schema (Convenience Fee Handling use case) 06/24/15 30 mins This tutorial will help you to learn how to add distribution schema for convenience fee handling.
Adding a new distribution schema (Tax Management use case) 06/25/15 30 mins This tutorial will help you to learn how to add distribution schema for tax management.
Navigating Portfolio perspective 12/30/15 15 mins In this easy tutorial you will learn how to navigate Portfolio Perspective as well as make basic operations with a portfolio.
How to add a new channel 04/29/16 15 mins In this tutorial we are going to learn how to add a new channel associated with POS software.
How to attach a reseller to a portfolio 08/25/16 15 mins This easy tutorial will teach you how to attach a reseller to a portfolio.
How to change terminal configuration 12/22/16 15 mins This tutorial will show you how to change configuration for one or several terminals.
Managing branding settings 03/03/17 30 mins This tutorial will teach you how to create a branding profile at different levels within the gateway.
Configuring annual fees 10/05/17 15 mins This tutorial will teach you how to configure an annual fee.
Configuring taxes 09/05/18 30 mins This tutorial will teach you how to configure and modify taxes.
Creating a portfolio 03/28/20 15 mins This tutorial will teach you how to create a new Portfolio and configure its settings.