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Knowledgebase : vBarter FAQ's
   

vBarter has an internal email app to send email to one, several or all members. You can even add images, videos and html tags to make your email look attractive. The email will be sent with your exchange logo from your default admin account. See the At...
All accounts whether they are members, sub-acccounts, brokers or admins will display in Members > Members > Manage. Otherwise there would be no way to manage the account. We plan on seperating them in the new software so that you can filter brokers or ...
You can delete the special categories to eliminate them from displaying in your marketplace. Or, you can edit them so that they become customized and remain in your marketplace.
Sales persons and brokers actually have the same status and access. The only difference is the label assigned to them. If you want to link a salesperson to a member so that they earn commissions on an account's cash and/or trade collections, then add t...
The mobil app is available with your own branding. Simply use www.hostname.vbarter.mobi [1] instead of hostname.vbarter.com to access the mobile app. The ipHone and Android apps require customization and submission to the app stores. The cost is $800 f...
There are many automated emails sent to members from your exchange, which are based on triggers, such as their account was approved, transaction details, items are expiring in the marketplace, etc.
Q: It seems a seller can simply post a sale to any buyer whenever they want to. What is to stop an unscrupulous seller from posting transactions from different buyers on the drop down list? Hopefully you have a relationship with your clients whereby ...
Q: On the content menu, there is an item "Add Item Help" - what is this? Where does this content display? When a member is adding a listing in the marketplace, they can click the link for Help. The content added will display in the Help pop-up.
Q: I want to setup a system where there are subzones with franchises where I can provide a portion of the fees to that business, and then under that I wanted to have field sales reps. A: If you own all of the sub-zones, then you can use the Office ...
Error 500 typically indicates a momentary break in your Internet connection, and therefore, the transaction posting is not actually hitting our server. If this continues, we would suggest doing a speed test to determine your Internet connection speed...
Transactions will not process if the transaction amount exceeds the available balance (trade available + credit line).
After adding the bulleted list item, use the sort boxes on the left to renumber the order of the list, then click Save.
You can use recurring transactions to automatically repeat transactions on specific days/dates or intervals. You can also set a recurring transaction to send an email notification to the buyer. By default the 'None' option will be selected for day o...
Q: Where exactly do my referrals send to when I use the website to email a member? A: Using Referral located under the action buttons, the referrals are sent to the member you selected the referrals button on. In addition, they are added to the ref...
When you access the Join page, or any other page that requires a secure connection, the https and the lock displays on the address bar. Also for example, you could view the SSL certificate seal on the bottom right of this page, and click on it to verif...
Q: When you assign a broker, should the administrator set up a separate account for the broker even if the broker is already a member of the trade exchange. A: There's no need for a broker to have two accounts. Add a regular member account and then ...
Q: What is the different between Salesperson, Primary, Secondary and Tertiary Brokers? A: You can assign up to 4 different people to each member's account. We label them salesperson, primary broker, secondary broker and tertiary broker. There is ...
Q: How do we add photos on the featured stories that scroll across the top-center of the home page? A: You can add images by clicking on the Featured Stories links in the sub-menu on the Content tab.
Q: In the Request Info link at the bottom of the home page, where does the data go when someone requests more info? A: New leads generated when visitors fill in the Request Info details are added to Prospective Members on the Member's tab so that you ...
Q: How would we process credit cards on the 10th of the month? A: On the 10th, click on Exchange > Processing > Batch Processing. Then click Check All to place a check mark in all member's Process box. VB will automatically process the amount du...
Q: How do you set up different offices within the same exchange website? For example, when you go to the "Member Directory" area it shows the local businesses; however, when we have a Tulsa office and a Dallas office, how would you differentiate so tha...
Q: How can I stop the welcome email from being sent when I approve new members? A: The only way to alleviate the new member welcome email notification would be to change the email address of each member so they do not receive the welcome email, and ...
Q: If a new broker is assigned to an account during the month say the 15th. Would transactions up to the 15th reflect the old broker and those after the 15th reflect the new broker? Or will all transactions and commissions now fall under the new b...
Q: Where can I find the date that we added a particular member's barter account? A: You can find the date on each members information page. In http://manage.vbarter.com, click the Members tab, then Members >> Manage >> Company Name.
Q: How do I view a member statement that was already sent to the member? A: Click on the account number of the member that you want to view the statement for, then select the month and year of the statement you wish to view.
A: Does vBarter automatically send an email to new clients with username and password? Q: vBarter sends an email with the login, but the password is hidden for security purposes. It is always best to call the member after their account is set-up, giv...
Q: How do I collect payments? Is it an automated process? A: To collect payments, you need a credit card merchant account, as well as a gateway account. Once you have a merchant account, they will provide you with a MID and BID. We will then use ...
Q: How do seller's know that they made a sale? A: When a transactions is completed, sellers receive an email notification detailing the sale and are notified to contact the buyer.
Q: How do I process a global transaction wth a member in a different exchange? A: You or the other exchange just posts the trade from the buyer to the seller using Post a Global Transaction. When you use Post a Global Transaction, you can view all ...
Q: When someone joins using the Join link at the top of the Home page, where does that information go? A: New member details can be viewed in Members > Members Approve. Once you Approve the new member, they will display on the Manage Members page.
Q: How do I add a sub-account? A: Typically members add their own sub-accounts. Therefore the best way to add a sub-account is by being logged into the exchange as the member you want to add a sub-account for. Then on their Account page, select add ...
Q: Why didn't some members receive statements? A: vBarter sends statements to all members by email that are set to recieve it by email, by fax for members set to receive it by fax (if you have a myfax or efax account added to your exchange settings) or ...
Q: How do I find a seller's details so that the seller can be contacted? A: In manage.vbarter.com, click the Member tab, display the member's info and then click on the member's account number to display their statement. Then select the statement mon...
Transfer Trade should only be used to establish initial trade balances when moving your exchange from different software, or to transfer trade between two accounts that have the same EIN or Social Security number. Use Post Transaction to post an actual...
Q: How can I have two different fee structures? A: Currently, you can have only one default fee structure for new members. But, you can change the fee structure on a member by member basis. So, it would be best to make the default fee structure the ...
Q: How do I track trade requests? A: You can enter a trade request or any other info by clicking on the Notes Action Button on the manage member's page. You can also click on the Reminder Action Button to set an alarm to remind yourself (or the memb...
Q: How do I set-up initial member account balances that the member's had in our current software? A: To transfer existing member account balances from your current software when moving your exchange to vBarter, you will want to use the Transfer Trad...
Q: When can I process charges? A: You can process charges any time you wish. On each members Manage Members page, you can also set Terms to No on a member by member basis to process fees for that member in real time at the same time as the trade tran...
Q: I just posted a transaction and it appears that it charged the member's credit card automatically. How did this happen? A: vBarter offers (on a member by member basis) the option to charge members transaction fees in real time, at the same time a...
A: Edit/View items permission only allows the broker to edit/view items of members for whom they are a broker for. The Manage all items permission allows the broker to edit any item in the exchange. Therefore, when you select "Manage All Exchange ...
The VirtualBarter copyright notice on the bottom of the website is universal to all exchanges using the standard vBarter design template. Modifying any of the page layouts, integrated text, notices, link labels, etc. requires a custom or semi-custom si...
Q: How do I get my IRS 1099b eFile Data? A: You can view or download a data file of all of your members barter sales on the Reports tab. Simply click Accounting, then 1099b. Select HTML to view the report on screen. Select Excel to download the ...
Q: How do I do a credit card batch to process fees owed by members? A: On the Exchange tab, click Processing > Batch Processing, then click the Process box next to the members you want to process. If you want to process a different amount than th...
The Contact page typically doesn't contain a lot of content, so that page doesn't have the ability to add a text box. But, you can add as much content as desired in the one text box on the Contact page. You can use simple html tags to enhance the look...
Q: How do I add an exchange to my exchange network? A: After you set-up a new exchange, you must add a member account either by using the Join form on the exchange, or the Add Member form in manage.vbarter.com. Then, approve the member. Then on the ...
Q: Why does Month End Cash Due display $0.00 A: In Batch Processing, the Month End Cash Due column displays the amount of cash owed after the closing of the previous month. _In Batch Processing, the Month End Cash Due column displays the amount ...
Q: How do I send referrals to members? A: Referrals are done by clicking on the Referral Action Button on the same line as the members name on the manage member's page. After you click on the button, you can select the categories and members that yo...
Q: How can I add a pricing page on my exchange website? A; There are several ways to add a pricing page. You can use one of the existing pages such as About or Help (which is actually FAQ'S) to detail your fees, and then if desired, somewhere in the...
Q: How do I get prospects business and contact info? A: Capturing prospective member's business and contact information is on the home page. Once a prospect fills in their email address to get additional information about your exchange, the next pag...
Q: How do I add a Broker or Administrator A: On the Exchange Tab, click on Broker or Adminstrator, then Add Broker or Administrator, then select the member you would like to convert to a broker or administrator.
Q: How do I print statements or send them by email or fax? A: Members can receive statements by email, fax, and or printed (postal mail). You (or the member) selects one or more statement receiving option on the Manage Members page. When you click ...
Q: How do I credit back part of a sale posting? A: There are two ways to credit back part of a transaction.... Posting Adjustment: Post a negative trade amount equal to the amount of credit desired, using the same buyer as the buyer and the same...
To charge an annual renewal fee in trade, on the Transaction tab, select Post Member Transaction and change one time to recurring. You can then set-up a recurring trade transaction with the member as the buyer and your exchange's account as the seller....
Q: How do I set-up account numbers? A: There isn't any auto generating system for account number, as most exchanges have their own number scheme that they like to use, and established exchanges already have account numbers for their members. One us...
Q: How do I charge interest on credit line usage? A: You can set the default annual trade interest by clicking Edit on the screen that displays when you click the Exchange Tab. The system will charge the value entered, such as 18% (1.5%/month) on ne...
You can add a visitor counter on the home page or on any other page that can be modified using the content manager on the Content tab. Simply copy and paste the code for the counter into a text box using the content manager.
Q: Can my members purchase trade offers from members in other exchanges? A: For subscription levels of Pro and above, your exchange marketplace can be populated with actual items available for purchase listed by members of other exchanges. But, keep...
Q: How can I give members credit lines? A: You don't need to have trade credits in the system or network to provide your members with credit lines. A credit line can be used in your local exchange to buy from other members in your exchange. And, if ...
If you cannot find the other exchange to post trade to when posting a Global Trade, the exchange is most probably in a different clearinghouse that your exchange. When using Post Global Trade, you must select the correct clearinghouse, then the appropr...
Q: How do I add a link on the home page to the Join page? A:To create a link to the Join page anywhere on your vBarter exchange site, using the Content Manager paste the code bellow where you want the link to appear. Be sure to change the word excha...
Q: How do we set up merchant services so when people pay us, it goes into our account? A: You will need a merchant account as well as a gateway account. You can find details as well as a merchant account application in the Downloads section and you can ...
If Batch Processing doesn't display the members that owe fees so that you can process charges to their credit card or checking account, it is due to the Terms setting on each Manage Member's page. In order for members that owe fees to display in th...
VirtualBarter processes the following cash fees (based on each members fee settings profile) to each members credit card or checking account. TIP: You have an option to process transaction fees in real time at the same time as the trade transaction...
Q: How are cash fees handled from other exchange members. A: Trades within your own exchange will automatically generate and charge fees to buyer, seller, or both based on how you have your fees setup on the Exchange page. When one of your members ...
You can use various HTML tags on most of the content pages to create different effects, such as bold, italics, etc. You can also use HTML tags to create links to other pages in vBarter or other sites, as well as tags to send email and more. Following a...
As vBarter follows banking business rules, there isn't a way to change a posted transaction. You can only reverse the transaction and post a new transaction with the correct amount. If you click on the transaction number on the member's statement,...
When a member is checked to receive their statement by Postal Mail, when you run Monthly Processing, a PDF file is created that contains all of the Printed Statements, which is added to your Inbox. You can then click on the link in your Inbox to displa...
You can easily create custom 1099b's to email, fax or mail to your members using Microsoft Word or any other document management program that has Mail Merge. Just follow these few steps: On manage.vbarter.com, click Reports > Accounting, 1099b. Then ...
You can import a simple logo file to display on your website, or a banner image file (JPG or GIF) with a logo and imagery. Click on the Content menu option; Click on information; Select the link you're working with; click Edit; under the existing pi...
Q: How do I stop my members from viewing global members and/or items so that they only view local users? A: Exchange Groups on the Exchange Tab is used to manage whether or not your exchange is linked to other exchanges (for subscription levels of P...
The correct steps for adding a new broker is as follows: In manage.vbarter.com: 1.Go through the tabs Exchange > Brokers vBarter will display a list of Brokers that already exist and ''Add New Broker' button at the end of the list. 2. Click 'Ad...
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...
The way Batch Processing settings work is that each member can be set to Terms = Yes or Terms = No. If set to Terms = Yes, you can process their fees anytime. When you display the Accounts that can be batch processed, only the accounts that are se...
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...
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.
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....
You can change the Exchange Name as desired. If you change the Host Name, it will change the address of your member site to the new host name. If for example, you change it to abc, then your website will become www.abc.vbarter.com. Last processed ...
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...
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.
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...
Members can add up to 99 sub-accounts to their account from the Account page in your website. Sub-accounts cannot offer items for sale in the marketplace. The only way they can earn trade is when the main account transfers trade to the sub-account. ...
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 ...
Q: I need to add a category. Is this something I can do myself? A: Categories must be added at a top level so that all exchanges are using the same category list to select categories from. Therefore, just let us know what you would like added by pos...
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...
Send 1099b in Manage > Exchange emails a 1099b to members. The 1099b barter sales also appear on member's January & February statements. In reports, you have the ability to view (HTML) or export (Excel) IRS filing data. In February, you can upload 10...
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...
Q: How is a trade transaction handled between two members when at the place of business and not online? A: Transactions can be processed using several methoods: 1. Sellers can post a transaction using their computer. 2. Sellers can call the ...
In order to display a video, you must first upload it to YouTube or Vimeo and the copy the embedded video code to your vBarter exchange. Here's a link detailing how to upload a video to YouTube: http://www.youtube.com/watch?v=9w-gQAwS2uc
Q: How do I send copies of your New Offers email to colleagues, family and friends so that they too can learn about the opportunties available on trade? A: When a member is logged in, on their Account page, they can add as many email addresses as...
A: To integrate an exchange's merchant account, we need your Merchant ID, their Bank ID, your checking account number and the ABA routing number so that batch processing settles through your merchant account to your checking account. Also, an exchan...
-go to virtualbarter.com/wiki -click 'login' at right -this takes you to a 'access denied page' -add user name (this is a separate system, but you can use your same VB user name) -add a password -click login -an email will be sent to ...
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...