What are and how to use Tasks in the Merchant Interface? - New Experience (2.0)
KA-07675
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04/08/2025 20:28 PM
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Important Note
This article covers the new Authorize.net experience (2.0) for Tasks in the new Merchant Interface. For information on how to identify what version of Authorize.net you are on, please see: How to identify what version of Authorize.net you are on and switching between them? - Classic (1.0) and New Experience (2.0)
Tasks can be used to review a list of current action items from the past 6 months.
Tasks include but are not limited to:
- Tasks taken from the Manage Invoices quick filters, such as unpaid, partially paid, or canceled.
- Tasks taken from the Manage Transactions quick filters, such as transactions to review, errors, and declines.
Task Priority is in order of:
- Workspaces:
- Customers
- Payments
- Reports
- Account
- Within the same workspace with multiple quick filter screens, priority will be in order of quick filter screens:
- Manage Transactions
- Manage Invoices
- Simple Checkout
- Customer Information Manager (CIM)
- Recurring Billing
Task Details:
| Role | Workspace | Task | Priority | Task Action |
|---|---|---|---|---|
| Account Owner, Account Administrator, Transaction Manager | Payments | Transactions to Review | High | Transactions require a review and action to be taken to complete. |
| Account Owner, Account Administrator, Transaction Manager | Payments | Refunds | Low | Refunds Transactions Processed |
| Account Owner, Account Administrator, Transaction Manager | Payments | Transactions with Errors | ||
| Account Owner, Account Administrator, Transaction Manager | Payments | Declined Transactions | ||
| Account Owner, Account Administrator, Transaction Manager | Payments | Invoices Overdue | ||
| Account Owner, Account Administrator, Transaction Manager | Payments | Invoices Partially Paid | ||
| Account Owner, Account Administrator, Transaction Manager | Payments | Invoices Paid | ||
| Account Owner, Account Administrator, Transaction Manager | Payments | Subscriptions with Credit Card Expiring Soon | ||
| Account Owner, Account Administrator | Payments | Manage Fraud Settings | ||
| Account Owner, Account Administrator | Billing | Outstanding Account Balance | ||
| Account Owner, Account Administrator | Billing | Late Fee Charge for Outstanding Balance | ||
| Account Owner, Account Administrator | Billing | Outstanding Balance will be sent to Collections | ||
| All Users | Reports | New Report | ||
| All Users | My Profile | Password Expiring | Change/Update your password | |
| All Users | My Profile | Setup and Verify your SMS/Mobile Number |
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