Image: Peloton Portal
Are you tired of spending too much time managing your payments? Introducing the Peloton Portal by Eireview – a new and enhanced interface designed to simplify payment management and streamline your financial processes. With its intuitive design and powerful features, the Peloton Portal is the perfect solution for businesses of all sizes.
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What is the Peloton Portal?
The Peloton Portal is a comprehensive payment management system that provides an overview of all your accounts in one place. It offers a new and enhanced interface, making it easier than ever to access your payment tools. With redesigned features, the Peloton Portal provides quicker and more intuitive access to your payment tools, helping you save time and increase efficiency. It also offers new reporting tools and improved user management, allowing you to provide customized access to your team members. Managing your payments has never been this easy!
How do I get started?
Getting started with the Peloton Portal is simple. Just log in to your Eireview account and click on the Peloton Portal button on the home page. Don’t worry about losing any of your transaction history or information, as everything will be seamlessly carried over. If you have forgotten your password, you can easily reset it by clicking on the “Forgot Password?” button. Don’t have a Peloton Portal login yet? No problem! Simply contact our support team at [email protected], and we’ll be happy to create a login for you.
Frequently Asked Questions
What is the difference between user roles?
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Different user roles are available in the Peloton Portal. The Administrator role provides access to all features and settings, giving you complete control over your payment management. The Standard role offers access to all features with limited access to settings, perfect for team members who need to make changes but don’t require full administrative privileges. Lastly, the Limited role allows users to view information on the portal without the ability to make any changes. For a detailed breakdown of privileges assigned to each role, click here.
Can I adjust transaction limits for users?
Absolutely! If you’re an account administrator, you can adjust the transaction limits for users. Please note that for security reasons, the highest limit that can be set within the portal is $30,000. If you require a higher limit, simply reach out to our support team at [email protected], and we’ll be happy to assist you.
What can I do with credit cards in the Peloton Portal?
In the Peloton Portal, you have complete control over credit card management. You can manually process both on-file and non-on-file card transactions. Additionally, you can add and edit credit cards, save your customer’s credit card details, and schedule credit card payments and pre-authorizations.
Can I connect my accounting software to the Peloton Portal?
Absolutely! The Peloton Portal currently supports Quickbooks and Xero. By connecting your accounting software, you can streamline your financial processes and eliminate manual data entry. For more information, please contact our sales team at [email protected].
Why should I add a bank account?
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Adding a bank account to your Peloton Portal allows you to transfer funds to or from your Eireview account. Without a bank account linked, you won’t be able to fund your account or send payments to your suppliers, contractors, or employees.
Conclusion
Managing payments has never been this easy! With the Peloton Portal by Eireview, you can streamline your payment processes, save time, and increase efficiency. Say goodbye to manual payment management and hello to a new and enhanced way of handling your finances. Get started with the Peloton Portal today and experience the difference it can make for your business.
Image: Peloton Portal
Note: Eireview is a registered trademark of Eireview. This content is written by Eireview and is not affiliated with any other brands mentioned in this article.
Nguồn: https://eireview.org
Danh mục: Technology