Bank Billing Element Tables (BET Options)

Billing element tables are used to calculate the expense incurred and the income earned from servicing a merchant account. If a merchant level billing element table does not exist or is not assigned and the merchant has activity, then the system can use the default tables for the merchant bank, group, or association to calculate expenses for the merchant at month-end. It will also charge the merchant for the costs incurred in servicing the account.

Express allows you to configure billing element tables for a number of categories, as described below. In addition, you can search a category to view the tables that exist for a merchant, modify tables, and delete tables.

Note: This page may be given a custom configuration for specific clients.

Navigation

1. Open the Bank Summary page for the bank.

   The Bank Summary page provides basic status, demographic, and contact information for a selected bank. From this page, you can browse to the other bank maintenance pages with the selected bank in context. This allows you to view detail information and make changes to the bank record.

   To view the Bank Summary page for a bank:

   • If you know the bank's Bank Number, perform a basic search.

     You can search broadly or specifically for an Express entity from the Express Homepage. The results of this search will direct you to the summary page for the entity that you select.

     The entity summary search requires that you enter search criteria precisely and returns exact matches only. The merchant accounting search and the front-end search provide greater flexibility by allowing you to enter a sub-string of the value for which you are looking, and returning all matches that contain that sub-string.

     Note: Front-end only clients cannot search for Bank, Association, or Group entities from the Homepage.

     To perform a basic search for an entity:

     1. On the global navigation bar, click the Main button.

        The Express Homepage opens.

        

     2. In the Search Criteria panel, enter values in the fields on which you want to search.
        • To make your searches broader, enter fewer search criteria.
        • To make your searches more specific, enter values for as many levels of the related hierarchy that are applicable to the search you are performing.
     3. Click Search.

        A unique match displays in the Entity Summary page. Multiple matches display in the Search Results page.

     4. Click the value in the first column of the search result to select the search result that matches your search target.

     -or-

     Perform an advanced search for the bank.

     To search for a bank:

     1. Open the Advanced Search - Merchant Search page.

        Express enables you to locate submitted back-end entities and banking elements using hierarchy and demographic information. To search for a merchant accounting entity, browse to the Advanced Search - Merchant Accounting Search page, then enter search criteria based on the entity you are trying to find.

        Search results are validated against the permissions associated with your User ID. If your search does not return the expected result, ensure that your search criteria are valid, then verify with your System Administrator that you have the appropriate level of access.

        Note: Front-end only clients cannot search for merchant accounting entities.

        To open the Advanced Search - Merchant Search page:

        1. From the Express Homepage, in the Other Searches panel, click the Advanced Search link.

           Tip: Click Main to open the Express Homepage.

           

           -or-

           From the Admin menu, click Advanced Search.

           

           The Advanced Search - Merchant Search page opens.

           

     2. From the Accounting Entity drop-down list, select Bank.

        

     3. Click Select.

        The Advanced Search - Merchant Accounting Search page opens.

     4. In the Bank Number field, enter a valid bank number.

        Note: If you have user privileges to more than one bank, entering a Bank Number will narrow your search.

     5. Click Search.

        If you entered a Bank Number, the Bank Summary page opens displaying the details of the bank whose number you entered.

        -or-

        A search results table displays listing the banks meeting your criteria. To view the Bank Summary page for a specific bank, click the entry in the Bank Number column for the bank you want to view.

        

2. In the Bank Quick Links panel, click Bank Billing Element Tables.

   

   The BET Options page opens.

   

Create an individual billing element table

1. From the BET Category drop-down list, select Individual Plans.
2. Type the identification number for the table in the New Table Number field. Fill out any of the appropriate optional fields.
3. Click Add.

   The Bank BETs - Details page displays.

4. Select a billing item from the Billing Items list.
5. Enter values for required fields and optional fields, as needed.
6. To add more billing items:
   1. Click Add.
   2. Select the item that you want to add from the Billing Items list.
   3. Enter values for required fields and optional fields, as needed.

   Repeat these sub-steps for each billing item that you want to add.

7. Click Next.

   The Bank BETs - Details Verification page displays, showing the billing items that you added.

8. If necessary, change the entered values for any of the billing items shown.
9. Click Validate.

Create an authorization billing element table

1. From the BET Category drop-down list, select Authorization.
2. Type the identification number for the table in the New Table Number field.
3. Click Add.

   The Bank BETs - Details page displays.

4. Select a vendor from the Vendor list.
5. Select a media type from the Media Type list.
6. Select a card plan from the Card Plan list.
7. Click Next.

   The Bank BETs - Details page displays.

8. Select a billing item from the Billing Items list.
9. Enter values for required fields and optional fields, as needed.
10. To add more billing items:
    1. Click Add.
    2. Select the item that you want to add from the Billing Items list.
    3. Enter values for required fields and optional fields, as needed.

    Repeat these sub-steps for each billing item that you want to add.

11. Click Next.

    The Bank BETs - Details Verification page displays, showing the billing items that you added.

12. If necessary, modify any values for the billing items shown.
13. Click Validate.

Create a data capture billing element table

1. From the BET Category drop-down list, select Data Capture.
2. Type the identification number for the table in the New Table Number field.
3. Click Add.

   The Bank BETs - Details page displays.

4. Select a vendor from the Vendor list.
5. Click Next.

   The Bank BETs - Details page displays.

6. Select a billing item from the Billing Items list.
7. Enter values for required fields and optional fields, as needed.
8. To add more billing items:
   1. Click Add.
   2. Select the item that you want to add from the Billing Items list.
   3. Enter values for required fields and optional fields, as needed.

   Repeat these sub-steps for each billing item that you want to add.

9. Click Next.

   The Bank BETs - Details Verification page displays, showing the billing items that you added.

10. If necessary, modify any values for the billing items shown.
11. Click Validate.

Create a debit networks billing element table

1. From the BET Category drop-down list, select Debit Networks.
2. Type the identification number for the table in the New Table Number field.
3. Click Add.

   The Bank BETs - Details page displays.

4. Select a billing item from the Billing Items list.
5. Enter values for required fields and optional fields, as needed.
6. To add more billing items:
   1. Click Add.
   2. Select the item that you want to add from the Billing Items list.
   3. Enter values for required fields and optional fields, as needed.

   Repeat these sub-steps for each billing item that you want to add.

7. Click Next.

   The Bank BETs - Details Verification page displays, showing the billing items that you added.

8. If necessary, modify any values for the billing items shown.
9. Click Validate.

Create a system generated billing element table

1. From the BET Category drop-down list, select System Generated.
2. Type the identification number for the table in the New Table Number field.
3. Click Add.

   The Bank BETs - Details page displays.

4. Select a billing item from the Billing Items list.
5. Enter values for required fields and optional fields, as needed.
6. To add more billing items:
   1. Click Add.
   2. Select the item that you want to add from the Billing Items list.
   3. Enter values for required fields and optional fields, as needed.

   Repeat these sub-steps for each billing item that you want to add.

7. Click Next.

   The Bank BETs - Details Verification page displays, showing the billing items that you added.

8. If necessary, modify any values for the billing items shown.
9. Click Validate.

Create an electronic check billing element table

1. From the BET Category drop-down list, select Electronic Check.
2. Type the identification number for the table in the New Table Number field.
3. Click Add.

   The Bank BETs - Electronic Check Selection page displays.

4. Select a vendor from the Vendor list.
5. Select a product from the Product list.
6. Select a program from the Program list.
7. Select an ACH 3rd party from the ACH 3rd Party list.
8. Click Next.

   The Bank BETs - Details page displays.

9. Select a billing item from the Billing Items list.
10. Enter values for required fields and optional fields, as needed.
11. To add more billing items:
    1. Click Add.
    2. Select the item that you want to add from the Billing Items list.
    3. Enter values for required fields and optional fields, as needed.

    Repeat these sub-steps for each billing item that you want to add.

12. Click Next.

    The Bank BETs - Details Verification page displays, showing the billing items that you added.

13. If necessary, modify any values for the billing items shown.
14. Click Validate.

Create a Visa - Interchange billing element table

1. From the BET Category drop-down list, select Visa - Interchange.
2. Type the identification number for the table in the New Table Number field.
3. Click Add.

   The Bank BETs - Details page displays.

4. Select a billing item from the Billing Items list.
5. Enter values for required fields and optional fields, as needed.
6. To add more billing items:
   1. Click Add.
   2. Select the item that you want to add from the Billing Items list.
   3. Enter values for required fields and optional fields, as needed.

   Repeat these sub-steps for each billing item that you want to add.

7. Click Next.

   The Bank BETs - Details Verification page displays, showing the billing items that you added.

8. If necessary, modify any values for the billing items shown.
9. Click Validate.

Create a MasterCard - Interchange billing element table

1. From the BET Category drop-down list, select MasterCard - Interchange.
2. Type the identification number for the table in the New Table Number field.
3. Click Add.

   The Bank BETs - Details page displays.

4. Select a billing item from the Billing Items list.
5. Enter values for required fields and optional fields, as needed.
6. To add more billing items:
   1. Click Add.
   2. Select the item that you want to add from the Billing Items list.
   3. Enter values for required fields and optional fields, as needed.

   Repeat these sub-steps for each billing item that you want to add.

7. Click Next.

   The Bank BETs - Details Verification page displays, showing the billing items that you added.

8. If necessary, modify any values for the billing items shown.
9. Click Validate.

Create a Discover - Interchange billing element table

1. From the BET Category drop-down list, select Discover - Interchange.
2. Type the identification number for the table in the New Table Number field.
3. Click Add.

   The Bank BETs - Details page displays.

4. Select a billing item from the Billing Items list.
5. Enter values for required fields and optional fields, as needed.
6. To add more billing items:
   1. Click Add.
   2. Select the item that you want to add from the Billing Items list.
   3. Enter values for required fields and optional fields, as needed.

   Repeat these sub-steps for each billing item that you want to add.

7. Click Next.

   The Bank BETs - Details Verification page displays, showing the billing items that you added.

8. If necessary, modify any values for the billing items shown.
9. Click Validate.

Copy an existing billing element table

1. From the BET Category drop-down list, select Individual Plans.
2. Type a table number for the table you are creating in the New Table Number field.
3. Type the table number for the table that you want to copy in the Copy From Existing field.
4. Select the Copy From Existing check box.
5. Click Add.

   Note: After you create the new table, follow the procedure for the category of table that you created to complete the table's configuration.

Search a category

1. In the Category Search panel, from the BET Category drop-down list, select the category of the billing element table that you want to search for.
2. Click Search.

   The Bank BETs - List page displays. Results display in the Billing Element Tables group box.

3. To narrow your search:
   • Enter values for the fields in the Select Combination group box.
   • To view billing element tables that are eligible for deletion, select the Eligible for Deletion check box. Billing element tables that do not have any merchants or associations pointing to it are eligible for deletion.
   • Click Search.

Modify a billing element table

1. In the Existing Table Number field, enter the number of the billing element table that you want to modify.

   Tip: If you do not know the billing element table number, you can perform a category search to locate it.

2. Click View.

   The Bank BET - Table List page opens.

3. Select the table that you want to modify.
4. Click Update.

   The Bank BETs - Details page displays.

5. Enter values for required fields and optional fields, as needed.
6. To modify an individual billing item:
   1. Select the item from the Billing Items group box.
   2. Enter values in the individual Billing Item group box for the billing item that you want to modify.
   3. Click Update.
7. To delete an individual billing item:
   1. Select the item's Delete check box.
   2. Click the Delete button.
8. To delete all billing items:
   1. Select the Delete All check box.
   2. Click the Delete button.
9. Click Validate.

Delete a billing element table

Billing element tables that have a merchant or an association pointing to it cannot be deleted. If you do not know the billing element table number, you can perform a category search to locate it.

1. In the Existing Table Number field, enter the number of the billing element table that you want to delete.
2. Click Delete.
3. The system will ask you to confirm that you wish to delete the individual BET. Click the Yes button to confirm.