Merchant Direct - Introduction

This article provides instructions on logging in to Moneris Portal and Merchant Direct, as well as some general introductory information about the dashboard.

Written by Ray Aravind

Updated at May 9th, 2025

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Table of Contents

Procedure Application Overview Merchant Direct - Sign In and Out Merchant Direct - Sign In and Out Merchant Direct - Sign into the portal Merchant Direct - Sign out of the portal Merchant Direct - Sign in with the two-factor authentication Merchant Direct - Sign on to the Moneris Portal Merchant Direct - View the Dashboard Merchant Direct - View the Dashboard Merchant Direct - What's New in this Version Merchant Direct - What's New in this Version

Procedure

Application

Merchant Direct

Overview

Moneris® Merchant Direct is an evolution of the original Merchant Direct reporting and administration portal. It is available 24/7 and features a slick new interface, with simplified, yet powerful new reporting tools to make it easier to get access to the data that matters to you, and improved self-serve features.

Follow the instructions below to sign in and sign out of the Merchant Direct portal.
Note: As of November 12, 2024 this process will be changing. Refer to the Sign in to the Moneris Portal section below for more information on the new process.

Merchant Direct - Sign into the portal

Open your preferred web browser and navigate to Merchant Direct Login.
On the "Login" page, enter your credentials as follows:
1. Click inside the Email Address field and enter your email address.
2. Click inside the Password field and enter your password.
Click the Login button.

If you forgot your user ID to log in:

User ID is the email address you used to sign up for Merchant Direct.

If you forgot your login password:

Follow the procedure in Reset your Password .

Merchant Direct - Sign out of the portal

Logout of Merchant Direct

In the top right corner of the screen, click on your user name.
On the popup menu, click Logout.

After you log out, you are returned to the Moneris Portal logon screen. From there you can log back in.

Return to the Moneris Portal screen

Note: This action does not log you out; it leaves you logged in but closes Merchant Direct.

In the top right corner of the screen, click on your user name.
On the popup menu, click Moneris Portal. The system returns you to the Portal, where you can select a different application to launch.

If you have two-factor authentication enabled, you will see additional prompts during the sign-in process. Follow the instructions below to log in using two-factor authentication.

Open your preferred web browser and navigate to login.moneris.com.
On the Login page, enter your credentials as follows:
1. Click inside the Email Address field and enter your email address.
2. Click inside the Password field and enter your password.
Click the Login button. The Two-Factor Authentication pop-up appears.
Follow one of the following two guidelines:

If you use an authenticator app:
1. Launch the authenticator app on your mobile device and look for the option called “Moneris”.
2. Write down the six-digit PIN that the app generates.
3. In the Two-Factor Authentication pop-up, enter the six-digit PIN generated by the app.
4. Enter the passcode in the Enter code field.
5. Check the Remember this device box and click the Submit button. The dashboard is displayed.

If you use email or text message (SMS) authentication:
1. In the Two-Factor Authentication pop-up, select how you want to receive the authentication code (via Email or SMS), then click Next. The system generates an email or text message (SMS) depending on your choice and sends you a six-digit authentication code.
2. Enter the passcode in the Enter code field.
3. Check the Remember this device box and click the Submit button. The dashboard is displayed.

Merchant Direct - Sign on to the Moneris Portal

Moneris is in the process of introducing a new single sign on portal that will unify the way you sign on and access your various Moneris portals, including Merchant Direct, Moneris Go Portal, Moneris Insights, and Moneris Go Retail. The Moneris Portal is intended to be a single location from which to access all your Moneris digital products, including Merchant Direct. As this rollout of the new unified Moneris portal progresses, you will be prompted to register for the new portal.

This new portal will also change how you access and sign in to Merchant Direct. For the most up-to-date information on the new Moneris Portal and instructions for registering and signing on, visit moneris.com/support/moneris-portal and view the following documents applicable to your use case:

Migration guide for users with only a Go portal account - As the name suggests, this guide explains how to migrate to the Moneris Portal for merchants who only have a Go portal account. For the purposes of Merchant Direct, this guide is not applicable to merchants who have a Merchant Direct account (meaning you, the reader of this webhelp).
Migration guide for Go portal users with Go portal and Merchant Direct accounts - If you have both a Go portal and Merchant Direct account, use this guide for migration instructions to successfully migrate to the new Moneris Portal. It explains how to create a Moneris Portal account, set up enhanced two-factor authentication, and how to access Merchant Direct through the new portal.
Migration guide from Merchant Direct for users with Merchant Direct only or Merchant Direct and Go portal accounts - If you only have a Merchant Direct account, or a Merchant Direct and Go portal account, use this guide for migration instructions to successfully migrate to the new Moneris Portal. It explains how to create a Moneris Portal account, set up enhanced two-factor authentication, and how to access Merchant Direct through the new portal.

Merchant Direct - View the Dashboard

The dashboard is featured on the main landing page of Merchant Direct once you have signed in. It is divided into four sections:

Yesterday's Insights - This section displays a summary of purchases and refunds conducted yesterday, including a net dollar amount, number of transactions performed, and the average ticket amount.
Daily Net Sales - This section displays daily net sales data at a glance, starting from the previous day back 30 days. For example, if you login December 1, you would see net sales for the previous 30 days of November. For merchants with multiple accounts, the totals shown are a sum total of all accounts.
Your Account - This section has links to update your profile and your password, and displays the last time you logged in to Merchant Direct. It also displays the expiry date on your current password.
Announcements - This section is dynamic, and displays relevant announcements by Moneris.

Merchant Direct - What's New in this Version

Consult the table below to determine what new additions we've made to the help articles for Merchant Direct.
Note: Newest content is added to the bottom of this table.

Date	Feature	Description	Affected sections
May 19, 2022	2 Factor Authentication for login	This feature adds a layer of security to your personal logon to Merchant Direct. By enabling 2 Factor Authentication, you can make use of an authenticator app, or receive SMS messages or an email with an authentication code to login.	Log in and out Update Your User Account
July 12, 2022	External user management	This feature gives merchants the ability to create Merchant Direct user profiles for their own employees.	Create User Account Manage Users
July 12, 2022	Call me now/Call me later and Live chat	Schedule a call from a Moneris Customer Care agent, or engage in a live chat with an agent.	Contact Moneris Use the "Call me now/Call me later" function Use Call me now Use Call me later Use Live Chat
September 13, 2022	Dispute Notification	This feature gives the user an indication that there are unresolved dispute transactions to be reviewed and corrected.	Manage Dispute Notifications Dispute Management Module Create User Account Update Your User Account
October 25, 2022	Add Account	This feature enables the administrator user to add accounts to their organization.	Add Account to your Organization Manage Account Information
November 22, 2022	Refund Requests	This feature allows basic or administrator users to set up and process refunds.	Refund Requests Manage Users Create User Account Update Your User Account
November 22, 2022	Update Bank Account	This feature allows basic or administrator users to view and add banking requests.	Update Bank Account Manage Account Information Manage Your Account Manage Users Create User Account Update Your User Account
February 27, 2023	Dispute Management View Images and Decline Messages	This feature allows the user to view details of a disputed transaction, view declined messages and view supporting documents related to the dispute case.	Dispute Management Module
March 24, 2023	Ordering	This feature enables basic or administrator users to order products and supplies from their business accounts.	Ordering Products and Supplies
June 12, 2023	End of Day Batch Summary	This report will provide a summary of settled transactions of a particular day.	End of Day Batch Summary Report
June 12, 2023	Message Centre	This option allows you to receive personalized support by submitting questions through the Merchant Message Centre.	Message Centre
June 20, 2023	Quick Link Video Tutorials	These videos provide step-by-step instructions for some key features.	Update Bank Account Process Refund Requests Find a Transaction Add Account to your Organization
August 28, 2023	Revenue Share	This feature can be used to identify transactions that have been processed with Dynamic Currency Conversion (DCC) or Multi-Currency Pricing (MCP).	Revenue Share
September 29, 2023	Locating existing reports in Merchant Direct	This table shows how new reporting features have been grouped into modules to help you navigate the new Merchant Direct platform with ease.	Locating Existing Reports in Merchant Direct
September 29, 2023	Daily Report Availability	This table provides the timing of the data availability reports, based on Data Type.	Daily Data Report Availability
April 11, 2024	Filter, sort, show/hide columns	Added a note to indicate that any filters or sorting, or column suppression will not be visible in reports exported to CSV. Any exported report will show all of the data for the report within the selected date range, despite what you may have hidden or how you might have sorted/filtered the data within Merchant Direct.	Filter and sort report data Export reports
	New topics for response codes and report fields	Added several new topics to provide information about the data merchants see on the various reports, including Copy Request Reason codes, POS Entry codes, Tier code, and Transaction Response codes.	POS Entry Codes Tier Codes Transaction Response Codes
	New topics for Gift reports	There are three new reports in Merchant Direct; the Gift Liability, Gift Card Transactions, and Gift Card Summary reports.	Gift Card Summary Report Gift Card Transactions Report Gift Liability Report
	New topics pertaining to chargebacks	These topics explain what chargebacks are and how to respond to them, as well as providing chargeback reason codes which appear on various Merchant Direct reports.	Chargebacks Overview Copy Request Reason Codes How to Respond to a Chargeback Understanding Chargebacks
	Additions to report availability	Added rows to table for new reports	Locating Existing Reports in Merchant Direct
August 19, 2024	CSV Downloader report	Provided information on the CSV Downloader utility, including a list of CSV reports available for download and instructions on accessing and downloading these reports.	CSV Reports Overview List of CSV reports Download CSV report
August 19, 2024	Add/Remove headers from all report downloads	A new feature enables merchants to select whether or not they would like exported reports to include headers in the CSV files.	Update Your User Account Export reports
[date], 2024	New topics for fee reports	Added several new topics for newly available reports in Merchant Direct to bring it to parity with reports available in Merchant Direct Classic.	The Fees/Adjustments Module Fee Summary Report Fee Summary by Chain Report Fee Summary by Merchant Report Interchange/Wholesale Discount Report Processing/Associated Costs Report Service Fee Report Taxable Fees Report Transaction Fee Breakdown Report Access and Generate Reports Locating Existing Reports in Merchant Direct
	View PetroTrak transactions	In the Find a Transaction module, there is the ability to view PetroTrak fleet card usage to pay for fuel.	Find a Transaction Module
	Changes to date ranges	The Find a Transaction module has a new maximum date range for locating transactions. The Sales Summary report has a new maximum date range for the report.	Find a Transaction Module Sales Summary Report Locating Existing Reports in Merchant Direct
	Fee program descriptions	This topic provides descriptions of the Fee Program codes that appear on reports	Fee Program Descriptions
	Additional resources for chargeback support	Created a link to a page on moneris.com which offers additional support on chargebacks, including a pair of videos and a list of common chargeback codes and remedies.	Chargebacks Overview
	Enhanced views on the Sales Summary report	Moneris has added several new functions to the Sales Summary report to provide new filtering options and more information to merchants.	Sales Summary Report
	Glossary of report fields	A new topic has been added that explains every field on every report and a list of which reports contain the field.	A Glossary of Report Field Names
	API Token	Merchants now have the ability to view and copy the API token for integrating with Cloud IPgate.	Retrieve the API Token
	New Moneris portal and sign on changes	Moneris is in the process of introducing a new single sign on portal that will unify the way you sign on and access your various Moneris portals, including Merchant Direct, Moneris Go Portal, Moneris Insights, Moneris Go Restaurant, and Moneris Go Retail. This new portal will also change how you access and sign in to Merchant Direct.	Sign in and out Sign on to the Moneris Portal

Merchant Direct - Introduction

Contact Us

Procedure

Application

Overview

Merchant Direct - Sign In and Out

Merchant Direct - Sign In and Out

Merchant Direct - Sign into the portal

Merchant Direct - Sign out of the portal

Logout of Merchant Direct

Return to the Moneris Portal screen

Merchant Direct - Sign in with the two-factor authentication

Merchant Direct - Sign on to the Moneris Portal

Merchant Direct - View the Dashboard

Merchant Direct - View the Dashboard

Merchant Direct - What's New in this Version

Merchant Direct - What's New in this Version

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