Credit Lease Report
This report provides credit and lease status information. For front-end only clients, Bank is not a valid search criterion and credit status is not available. Clients who are not configured for credit and lease functionality in Express will not see this report in the Report Selection list. The data contained in this report reflects data from the previous day. The date range search criteria for this report represents the date on which the merchant was boarded in Express for boarded merchants and the date pended in Express for non-boarded merchants.
The report provides information in these columns:
Merchant Number
The 16-digit merchant number used in routing chargebacks and retrievals. On the Work In Progress page, the Merchant ID associated with Work In Progress record. When generating reports for front-end only merchants, this is the merchant number (non-Vital).
DBA Name
The merchant's DBA (Doing Business As) name. When entering or editing this name, the field accepts alphabetic characters (upper and lower case), numeric characters, spaces, and these special characters only:
. , : ; " ' < ( ) + ! @ # $ % ? & * - _ = / > ¢
Last Credit Check
The date that the merchant's credit check was received (mm/dd/yyyy format).
Credit Received Date
The date the merchant's application was received by the Credit department.
Status Type
The status type of the credit check.
Decline Reason
A client-defined, static list of reason codes for declining credit. Possible codes include, but are not limited to:
- 1: Declined
- 2: Credit
- 3: Financials
- 4: Internet
- 5: High Avg Ticker
- 6: Missing Docs
- 7: MOTO
- 8: Start-up Business
- 9: Other
Sales Code
The Sales Code ID associated with merchant records that users can view on reports. Sales codes consist of 1-16 alphanumeric characters.
Credit Comments
