The nCourt Payment Dashboard serves as a financial bookkeeper as well as a payment processing platform. This article covers the following topics:

Accessing the nCourt Payment Dashboard

1. Visit www.ncourt.com/x-connect
   1. Note: Please save this link as a favorite in your browser so you can easily accessed later!
2. On the login screen, enter the user credentials supplied to you by nCourt

Navigating the nCourt Payment Dashboard

Please review the below image and the legend below for descriptions of the sections on the Payment Dashboard:

1. Navigation Pane
2. Reviewing unprocessed transactions
3. Reviewing individual transactions
4. Accepting all pending transactions
5. Exporting transactions
6. Contacting Client Support

Processing Multiple Pending Payments

1. From the home page, select the appropriate Organization. Options include the following:
   1. All
   2. (specific organization listed)
2. Select which payments to show. Options include the following:
   1. All Payments
   2. New Payments
   3. Pending Payments
3. Select payments to Accept.  Options include the following:
   1. Select individually
   2. Select the “Check All” box
4. Click “Accept All Selected Payments”

Reviewing and Processing Individual Payments

Notes:
You can record a internal note in the “Notes” section(optional).
When setting the payment status, you will be given the option to include a comment. This comment will be included in the notification email sent to the citizen.

1. Click the “Review” button next to the transaction you want to view.
2. Review the information for the payment.
3. Set the status of the transaction.  Options include:
   1. I ACCEPT this transaction. Reasons include:
      1. Transaction OK
      2. Underpaid
      3. Overpaid
      4. Other acceptance reason
   2. I REJECT this transaction. Reasons include:
      1. Must appear on court date
      2. Record not found
      3. Past due
      4. Incorrect amount paid
      5. Other rejection reason
   3. Set the transaction to PENDING.
      1. Enter reason in comment box.
   4. TRANSFER to another jurisdiction
      1. Select appropriate court using the drop down and enter a comment.

Viewing Payment Transaction History

Notes: Search for an individual payment by entering your criteria in one or more of the following search boxes: First name, Last Name, Item number, Description.

1. Select Reports from the home page.
2. Select Transaction Reports.
3. Enter Search Criteria. The page will refresh automatically after selecting criteria you want to use.
4. Transactions meeting the criteria you selected will appear in the “Processed Transactions” section.
5. From here, you can do the following:
   1. Review an individual transaction.
   2. Export the transactions list to a PDF or Excel document.

Viewing Reconciliation Reports

1. Select Reports from the home page.
2. Select Reconciliation Reports.
3. Select the Reconciliation report you wish to view by clicking on the “View  Report” button.
4. Your report will be downloaded.

Ordering Marketing Materials

Notes: Marketing material orders typically take 7 to 10 days to be processed and shipped. You may also call us at 1-877-352-8560 to  place an order for marketing materials.

1. Select Other Services from the home page.
2. Select Marketing Materials.
3. Enter the Quantity of the items you wish to order.
4. Enter specific instructions in the Comments box.
5. Click Submit Order.

Submit a Support Request

Notes: Our Client Support agents will typically respond within a hour of receipt during normal business hours.  Client support is available 8am to 8pm EST  Monday – Friday. You may also call client for support at 877-352-8560 or email us at clientsupport@ncourt.com.

1. Select Other Services from the home page.
2. Select Support.
3. Complete the support request form.
4. Click Submit.

The following functions require administrative privileges. If you do not have the ability to perform these functions, and feel that you should, either contact your current administrator for the nCourt Dashboard or contact Client Support via one the methods covered in the "Submit a Support Request" section above.

Admin Functions: Adding Users

Notes: A password change is not required.

1. Select Administration from the home page.
2. Select Login Administration.
3. Click Add User or select the user you wish to edit.
4. Enter the user’s name and create a Username and Password.
5. Click Save User.
6. Select the permissions you would like this user to have for each organization. The form will automatically save.

Admin Functions: Adding Email Notifications

1. Select Administration from the home page.
2. Select Email Notifications.
3. Select the appropriate Organization.
4. Add the email address in the appropriate section: Payment Notification Emails and/or Reconciliation Emails.
5. If an email is added to the Payment Notification section, click Save Notification Emails.
6. If an email is added to the Reconciliation Emails section, click  Save Reconciliation Emails.

Admin Functions: Message Administration

1. Select Administration from the home page.
2. Select Message Administration.
3. Select the appropriate Organization.
4. Add the message you wish to use for Payment Notification Emails. Once added, click Update Payment Notification Message.
5. Add the message you wish to use for Status Messages. Once added, click Update Status Message.