RSS Feed
Knowledgebase
 

See attached PDF to learn how to create a reminder.
See attached PDF to Learn how to use the e-mail template builder.
See attached PDF for directions on how to add an exchange
Q: Is UC the most widely accepted trade credit and should I get a UC account? A: The most widely accepted common currency is UC which is managed by IRTA. Having a UC account will enable you to satisfy your member's requests for products, services o...
Following details a highly successful sales incentive program for salespeople that actually generated over 200 new members per year with just two to three salespeople. Note: Sales commissions were based on a $495 or higher new member set-up fee ch...
VirtualBarter has a built in Loyalty Program, which stimulates trade spending by enabling members to fund a consumer loyalty program with their trade dollars and transfer trade to consumers. The Loyalty Program can be enabled on the Exchange Setting...
Q: Why are my new items not showing and come up "item not found"? A: a bit of troubleshooting is necessary. Check your settings! There is a setting on the Exchange tab to require all items be approved by an admin before displaying in the marketpl...
Q: We have been adding items to our marketplace. How exactly do we join with other exchanges to better our network? A: Your Exchange Groups links need to be set. We can eliminate exchanges you don't want to be linked to. You can view a list of exchanges...
Q: Is there a provision for an exchange owner to issue trade credit loan or credit lines to members within the system? And is there a feature for a clearinghouse admin to restrict the amount of a credit line sub exchanges can issue to their members? A: ...
Q: What about an exchange without a domain yet? Do you secure or register a domain for an exchange? A: We don't register or secure domain names, as that is something you will always want to do, so that you maintain control of the domain. Q: Do I ...
Q: Needing some help updating a few accounts and charging fees... can't seem to see where to charge? A: Batch processing to charge member's credit cards is done at Exchange > processing > Batch Processing. Note that members must be set to Terms=Yes in ...
Q: How can I email specific members as a group? For example a VIP group or all Gardeners? A: Currently, you could email all members or select members, but not by selecting their business category.
Q: How do we generate invoices for all our members? A: Under Exchange, there is a link to send statements to members.
Q: Where can I get a list of brokers from different exchanges? A: There is a Report labeled Exchanges in manage.vbarter.com that contains the contact details for active exchanges that wish to collaborate with other exchanges.
Q: How do I get daily reports of sales, incoming money, outgoing money, etc.? A: All of this information can be found by selecting a report under the Reports tab.
Q: When I search for a specific state, Arizona, for example, only a few businesses show, when I know that we have more businesses in that state on our global directory. Why does this happen? A: You need to determine which search you are using, and if it...
Q: How do I go about getting barter into the system to get started? A: You get barter into the system by setting up credit lines for each member business, much like a credit card company establishes credit lines for cardholders. The main difference ...
Q: Is PayPal already set up on Virtual Barter? A: The vBarter system does not integrate with PayPal, as it does not provide gateway functionality so that after payments are processed vBarter can update all of the member accounts with payments received o...
We have several turnkey custom websites for sale, which have domain names associated with them. These include: www.tradja.com [1], www.metrobixexchange.com [2] and www.barter-book.com [3]. As they are custom sites with vBarter integrated into them, there ...
BXI Automated E-mail Tutorial [1] from VirtualBarter [2] on Vimeo [3]. To watch the video click _Watch on Vimeo_ and enter code VB2014 Links: ------ [1] http://vimeo.com/93391338 [2] http://vimeo.com/user24895684 [3] https://vimeo.com
There are four pre-approved designs available for the Trade Card that you can select from. If you prefer, you could produce your own design and provide camera ready art for approval by MasterCard by following these specification guidelines.
Answer: see attached presentation with a full overview including pricing.
Q: What's the difference in the various types of contacts? A: For each member account, there can be a primary, secondary and tertiary contact. The primary is added from the manage members page, the secondary and tertiary is added or viewed by clicking o...
There are several "out of the box" ways to get and track referrals.... Many years ago, when I owned a barter exchange in NYC, we used Purchase Orders to not only get referrals from members, but also to show the referred companies that we had immediate new...
Following details the reports available to manage a barter exchange. There are 22 completely different reports and a total of 50+ different report views. The reports can be viewed in HTML on the screen or downloaded as an Excel/CSV file. Many of the repor...
A one minute Marketplace video explaining how to increase your trade velocity.
Q: When we run the month-end processing, it asks if we want to process credit cards. What do we respond if we want them to process on a different date? A: Check the option "Do Not Charge Credit Cards" or the software will run the batch process for...
We welcome your ideas and comments about features or functionality you would like to see in the next version of vBarter software.
Q: How do trade transactions get posted to member accounts once the trade has been completed? A: It's automatic. When a seller posts a trade, or a buyer puts an item or items in their shopping cart and completes the purchase, the trade is automatical...
Q: How do I setup and determine broker commissions? A:Once you convert a member account to a broker account, you can then click edit to set the broker permissions as well as the commissions percentages for each broker. Next, assign brokers to member...
Q: How does the Marketplace link work? A: The Marketplace link displays items you have listed in your Marketplace as well as global item offers from members of other exchanges your exchange may be linked to when a user clicks on Global.
As recommended by Harold Rice a CPA knowledgeable about barter exchange operations and proper recordkeeping for the IRS, an exchange should maintain five operating accounts: General Operating Account - for all trade dollar income and for all trade...
Q: Do you host the vBarter software for exchanges on cloud servers, or do I need to host on my server? A: Yes, we host the software for exchanges on cloud servers at Amazon and Rackspace. There is nothing for you to install on your servers.
Q: If I cancel or close a members account, does an automated email go to the member indicating that their account has been closed or will I have to email manually? A: When an account is closed, it goes into a closed folder and is not deleted. You ca...
Q: How can I send emails with new marketplace offers to members? A: vBarter features an automated email App to send an email to members from your admin account with your logo on it. You can set it to send daily or weekly, and it will include all ...
A: How do I send email to other exchange owners and brokers? Q: vBarter has an internal email app to send email to one, several or all vBarter exchange and or brokers. You can even add images, videos and html tags to make your email look attractive....
Q: What is the difference between Broker Productivity and Broker Commissions Report, and why does the Productivity Report only display trade sales? A: The broker productivity report only shows trade purchases, theoretically transactions that the bro...
Use this template for trade card set up if you have a designer designing your card. The backside attachment is generic for all cards. VB will send this backside with your custom/templated card art.
vBarter generates a unique system wide 14 digit trade ID each time a new member account is created by a member, admin or broker, which is similar to a Visa or MC number. You can find the Trade ID on each member's information screen, by clicking on Mem...
Setting Terms to No will cause cash fees to be charged in real time at the same time as the trade transaction. Most exchanges set Terms to Yes, so that they can process fees monthly or at will any time they wish. Setting Terms to No is typically used ...
Members can create up to 99 sub-accounts for employees, family members, vendors and suppliers, and then transfer trade to their sub-accounts. Sub-accounts are similar to additional cardholders on credit card accounts. The benefit for an exchange is ...
To watch the video click Watch on Vimeo and enter code VB2014
WHERE TO FILE AND HOW TO CONTACT THE IRS, INFORMATION RETURNS BRANCH (IRB) .01 All information returns filed through the FIRE system are processed at IRS/IRB. General inquiries concerning the filing of information returns should be sent to the follo...
To watch the video click Watch on Vimeo and enter code VB2014 VB Manage Demo [1] from VirtualBarter [2] on Vimeo [3]. Links: ------ [1] http://vimeo.com/86056911 [2] http://vimeo.com/user24895684 [3] https://vimeo.com
A: fill out the attached data import master sheet. If you add the data in the proper columns, we could import it at no charge. ***If we have to data map and write a custom script, it could easily take 10 to 15 hours at $35/hour.
Q: Who files 1099b data with the IRS? A:VirtualBarter provides the data for you to file electronically using the IRS eFile FIRE system. In manage.vbarter.com, under Reports, you will find a 1099b section where you can review 1099b info in HTML on...
Q: Can you help with content managment guidance? A: As this can prove to be a time consuming task, our relationship managers can help with new exchange set up and initial content management assistance, but if you have ongoing content revisions neces...
Suggested reading for all barter exchanges.... link to IRTA Advisroy Memo about Barter Exchange Deficits: http://www.irta.com/images/irtadeficadvismemoweb03282012.pdf
A multi-page Join form provides the opportunity to capture contact information on the first page in the event the prospect abandons the application process for one reason or another. We moved the credit card request on the last page, so if a prospec...
Most popular articles 
 
Newest articles