Guide to ManagingYour Online Account
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Contents 1 Introduction
The Online Account provides you with secure online access to statements, transaction history and management information of your Pogo>® account. An administration area is also provided for you to access miscellaneous account management settings.This document provides detailed information on how best to use the Pogo> Online Account. As part of our commitment to ensure the protection of your data, you will need to download a security certificate before accessing your statements online. This provides additional security for you when you log into your account and ensures that no one else can access your data.
1.1 Downloading your Security CertificateAn email titled “Pogo> Security Certificate Installation Instructions” was sent to you when your application was processed. This included your Pogo> certificate as an attachment. Once the certificate is downloaded, you can access your Online Account. Instructions on how to install the certificate are to be found in this guide.
1.2 Accessing your Online AccountYou can access your Online Account by entering the following URL - https://www.ipg-online.com/vt/login into your browser.
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1 Introduction 3
1.1 Downloading your security certificate 31.2 Accessing your Online Account 31.3 What is a Security Certificate? 5 1.4 Saving your Security Certificate 61.5 How to install my Security Certificate 71.6 Internet Explorer Installation 101.7 Mozilla Firefox Installation 121.8 Google Chrome Installation 17
2 Online Account Menu 18
2.2 Statements 182.3 Transaction Overview 19
3 Reports Tab 20
3.1 Charts 213.2 Orders 243.3 Transactions 263.4 Transaction Summary 283.5 Credit Card Batches 293.6 Periodic Tables 30 4 Administration 31
4.1 Manage Users 324.2 Transaction Notification Settings 324.3 Pogo> Settings 35
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The following information will be required to login:-
Your store number/name, which was provided in the “Pogo> Security Certificate Installation Instructions” email
The user name and password you created when you applied for your Pogo> AccountIf you did not receive or have lost your certificate please contact the Merchant Support Centre on 1850 200 417 (Lines open 8am - 11pm, Monday to Saturday and 9am to 5pm Sunday) quoting Pogo> and your store number as your reference.
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1.3 What is a Security Certificate?
To help us protect your data, you will need to download a Security Certificate before accessing your online statements. This provides additional security and ensures no one else can access your Pogo>® Online Account.
An email titled “Pogo> Security Certificate Installation Instructions” was sent to you when your application was processed. This included your Pogo> certificate as an attachment. Once the certificate is downloaded, you can access your Online Account.The Following information will be required to login to your Online Account:
1. Your store number/name, which was out lined in the “Pogo> Security Certificate Installation Instructions” email.
2. Your user name or email address and your auto generated password from your email which you received when you applied for your Pogo> Account. If you did not receive or have lost your certificate please contact the Merchant Support Centre on 1850 200 417. Lines open 8am-11pm, Monday to Saturday, quoting Pogo> and your store number as your reference.
Within this guide you will find certificate installation details for the major browsers – Internet Explorer, Mozilla Firefox and Google Chrome.
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1.4 Saving Your Security Certificate
It is recommended that you save your certificate for future reference. You will need to reinstall your certificate if you want to access your Online Account from a different browser or PC/laptop.To save your certificate, follow the steps below:
1. Create a folder on your desktop called “certification
2. Save the certificate that was attached to your email “Pogo> Security Certificate for statement access” to the certification folder and unzip the file
3. Once the file has unzipped, double-click on the certificate file and follow the instructions'How to install my Security Certificate’.
1.5 How to Install My Security Certificate
Upon opening the attachment in your “Pogo> Security Certificate Installation Instructions” email, a quick start wizard will guide you through the installation in just a few simple steps. You will be prompted to enter a certificate password. This is the same password you created when completing your application. Refer to Saving your Security Certificate to guide you through the quick start wizard process.
Please note: Some screen screen shots may vary depending upon your operating system.
Double-click on the Certificate file
You will then see the following display - select the “Next” button
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Click “OK” to close the import wizard
From this screen select the “Next” button
Here you will need to enter your certificate password into the password text box. This is the same password you created as part of your Pogo> application. Please note all tick boxes should remain un-ticked. Now select “Next”.
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The following screen will appear, make sure the Automatic selection is ticked. Select “Next” to continue.
The wizard completion page will now appear, select the “Finish” button
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1.6 Internet Explorer Installation
Once the certificate is installed, launch Internet Explorer and enter the following URL: https://www.ipg-online.com/vt/login
The following screen will be displayed, select the Security Certificate from the list and select “OK”
The Pogo> Online Account will allow you to view your transactions and access your statements.
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1.7 Mozilla Firefox Installation
Once the certificate is installed, launch Mozilla Firefox
The following screen will be displayed, select “Tools”, then “Options”
The following screen will appear and select “Advanced”
Select the “Certificiates” tab
Select “Ask Me Every Time”
Select “View Certificates”
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The following screen will appear and select the “Your Certificates” tab
Click on the “Import” button
The following screen will open and prompt you for your certificate password
Manually enter the certificate password or copy and paste the Certificate Password from the email you received from us once your application was processed and click “OK”
The following screen will open. Click “OK”.
Here you will need to select the location where you stored your certificate
Select the certificate and click “Open”
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You are now ready to view your Pogo> Online Account. Enter the following URL: https://www.ipg-online.com/vt/login. You will need your; store number/name, user name and password, which is contained in the email titled “Pogo> Security Certificate Installation Instructions”.
The Pogo> Online Account will allow you to view your Pogo> transactions and access your statements.
Your Pogo> Online Account will allow you to view your transactions and access your statements.
The Pogo> Online Account will now be displayed in your browser. You will need your; store number/name, user name and password, which is contained in the email titled “Pogo> Security Certificate Installation Instructions”.
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1.8 Google Chrome Installation
Once the certificate is installed, launch Google Chrome and and enter the following URL: https://www.ipg-online.com/vt/login
The following screen will be displayed in your browser, select the Security Certificate from the list and select “OK”
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2 Online Account Menu
2.1 Homepage DashboardOnce you have logged into your account, you are presented with your personal merchant dashboard that provides an overview of your recent activity, which includes processed sales volumes, transaction history and statements.
Details are displayed by hovering your mouse over the linear charts and graphs.
2.2 StatementsMonthly statements are also available and can be viewed online by clicking on the month you require.
2.3 Transaction OverviewAn overview is available that provides you with information by transaction. By double clicking on the Order ID, specific payment details are displayed, which include the date the purchase was made, card details and the sale amount
Welcome to the Pogo> Online Account
Reports Administration
Welcome to the Pogo> Online Account
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3 Reports Tab
By clicking on the reports tab, allows you to customise your transaction data. These statistics can be exported to XLS and XML according to your business requirements, including:-
3.1 Charts3.2 Orders3.3 Transactions3.4 Transaction Summary 3.5 Credit Card Batches3.6 Active Periodic Bills (This functionality is not available for Pogo> clients)
3.1 ChartsThe chart functionality offers the ability to create visual customised transaction tables and diagrams. Four styles are available and comprise of the following:-
• Bar Chart Detail• Pie Chart• Strip Chart• Bar Chart Summary
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To condense your criteria further, you may wish to segregate your data by transaction type or by a specific time period. An example is shown in the screen shot below.
All charts offer a drill-down functionality to allow you to view specific transaction details. This can be displayed by clicking on the chart area/legend.
Drill-down functionality is available on all data displayed that has hyper-text links. This can be exported into a CSV or XML format.
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3.2 OrdersThe orders functionality enables you to check for specific information, which allows you to confine your data search. An example has been outlined below that displays an analysis by card number, amount and an isolated date criteria. To access this information, click on Submit Query.
When the query results are displayed it is possible to refine the selection further by clicking on the hyper-text links. This can be exported into a CSV or XML format.
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3.3 TransactionsThis menu item offers functionality similar to Orders in Section 3.2. Specific transactions can be analysed by customising your search criteria according to your requirement. To access this information, click on Submit Query.
When the query results are displayed it is possible to refine the selection further by clicking on the hyper-text links. This can be exported into a CSV or XML format.
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3.4 Transaction Summary The transaction summary offers a quick and aggregated view of selected transactions which has been processed within a specific period of time. A range of options are available which allow you to increase and decrease your search criteria for the summary view. To access this information, click on Submit Query.
3.5 Credit Card BatchesThe credit card batch report allows you to view your card batches within a specific time period. To access this information, click on Submit Query.
This functionality allows you view your daily totals. Once your query has been submitted, click on one of the Total Amount records. This will provide you with information about the cards that were used in the transaction.
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3.6 Active Periodic BillsThis functionality is not available for Pogo> clients.
When the query results are displayed it is possible to refine the selection further by clicking on the hyper-text links. This can be exported into a CSV or XML format.
4 Administration
Clicking on the Administration tab allows you to modify components of your account. These include:
4.1 Manage Users• Change of password
4.2 Transaction Notification Settings• Receiving copy of email receipts• Displaying your name / company name on a receipt• Personalising email content to your customers
4.3 Pogo> Settings• You would like to access the Pogo> App on a new device.
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4.1 Manage Users
Change of passwordCustomising your password can be managed within this section. This should be 8 characters in length and should include a minimum of 2 numeric digits (tester02 as an example ) Once submitted, you will need to use this password to login into your mobile App.
4.2 Transaction Notification SettingsThe configuration of email notifications and customer receipts can be customised within this section.
The notification functionality can be enabled or disabled according to your need. Your merchant name can also be included, which will appear within the email receipt to your customer.
The personalising of email receipt content to your customers is available by selecting the option below.
JohnSmith Designs
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Another feature within this section is to customise notification events. Automated emails can be generated to you or your customer. Check/Uncheck the functionality that suits your personal requirements.
Personalised header and footer text can be inserted as shown below and a preview can be viewed by selecting ‘Customer Preview Email’.
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4.3 Pogo> SettingsThe reset functionality enables you to manually reset the certificate within the Pogo> App. You will only need to press the reset button in the following instances:-
• You would like to access the Pogo> App on a new/different device.
The Pogo> App can be downloaded on multiple devices, but can only be used on one device at any one time. It is possible to download the Pogo> App onto your new mobile/tablet device.
In order to successfully login into your new device, click the Reset button. You shouldallow 15 minutes before logging back into the App.
If you forget your username and password, just call our Customer Service team on 1850 200 417 (Lines open 8am - 11pm, Monday to Saturday and 9am to 5pm Sunday) quoting Pogo> and your store name/number as your reference.
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The Pogo>® trademark is owned by First Data Corporation. © 2014 First Data Corporation and AIB Merchant Services. All Rights Reserved. All trademarks, service marks, and trade names referenced in this material are the property of their respective owners. AIB Merchant Services is the trading name of First Merchant Processing (Ireland) Limited. “AIB” and the AIB logo are the registered trademarks of Allied Irish Banks, p.l.c. and are used under licence by First Merchant Processing (Ireland) Ltd. First Merchant Processing (Ireland) Ltd. is regulated by the Central Bank of Ireland.
Call us on 1800 200 417 for further information
Click on www.aib.ie/pogo