This section explains how to configure your account preferences in WebMIS, including interface options, offline report preferences, and transaction key settings.
⚙️ Account Settings
After logging in, you can adjust your account settings if required:
Click on “Account” in the main menu, then select “Preferences”:
You will see the following page of settings, see below for more information on how to use these.
⚙️ User Interface Preferences
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User interface
If you select the Advanced user interface style, certain advanced features which are not normally available will be enabled. If you need to automatically generate transaction reports on a regular basis, this option should be enabled. -
Deselect all Treeview nodes by default
When this option is enabled, all the nodes in the ‘Scope’ view (under the ‘Advanced’ tab on the Transactions page) will be deselected by default:
📥 Offline Report Preferences
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Send report notification emails
Send your email address a notification when an offline report has been generated. -
Attach reports to notification email
Includes the generated report as an attachment in the notification email. -
Fix report format to version
Allows locking the report output to a specific format version. If this is set to ‘Latest’ the most recent format will be used. -
Password protect email attachments
Applies password protection to report attachments in emails for added security. The password can be set via the Preferences page if this option is selected. -
Preferred offline reports format
Sets the default format for offline reports (e.g., Excel).
🔐 Transaction Key Settings
Please note that this section is only applicable to users with terminal boarding permissions enabled:
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Transaction Key Length
Determines the length of transaction keys used. A length of 20 is recommended for maximum security, but existing integrations should be checked for compatibility. -
Chip DNA Transaction Key Length
Length of transaction key specifically for ChipDNA integrations.
📄 Search Results Display Preferences
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Default query page length
Number of results shown per page in query results (default is 10). -
Truncate Machine Reference on
Specifies which side to truncate the Machine Reference from (e.g. Left). -
Truncate Machine Reference to
Sets the number of characters the Machine Reference should be truncated to. -
Truncate Terminal Description on
Specifies which side to truncate the Terminal Description from. -
Truncate Terminal Description to
Sets the character limit for the Terminal Description field. -
Truncate User Reference on
Specifies which side to truncate the User Reference from. -
Truncate User Reference to
Sets the maximum number of characters for the User Reference.
🧾 Receipt Preferences
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Receipt header text
Define custom text displayed at the top of receipts (0–50 characters). -
Receipt footer text
Define custom text displayed at the bottom of receipts (0–50 characters).
🖥️ Virtual Terminal Preferences
These options will only be visible if your account has ‘Perform Auths’/’Virtual Terminal’ enabled.
There are three types of verification that a virtual terminal authorisation can be subjected to; via the Card Security Code, the address, or the Zip/Postcode. This section determines whether a failure to match one of these will result in an automatic void:
- Do not void the authorisation based upon the verification result
- Ignore the verification result and do not void the transaction.
- Void the authorisation if the result is 'Not Matched' or 'Partial Match'
- If the verification result is not a complete match, void the transaction.
- Void the authorisation if the result is 'Not Checked', "Not Matched' or 'Partial Match'
- If the verification result is not a complete match, or is not checked at all, void the transaction.
🔁 Changing your Email Address or Password
To change the email address or password for your account, click on “Account” in the main menu, then select either ‘Change Password’ or ‘Change Email’. In order to change either, you will need to provide your current password.
❗Using a Different Portal?
You can find the relevant links to log in to your respective platform(s) on the NMI website.
If your login page looks like either of the below, you will need to view support documents for the ONE platform:
If your login page looks like this, you will need to view support documents for the USAePay platform:
❓Need help with something else?
Just submit a support request here and our Live Support team will be able to assist.