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Table of Contents

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Deposits

The Deposits tab is separated into two distinct sections: Summary and Batches. When the Deposits icon is selected from the left hand menu, a submenu displays with options for either Summary or Batches. Summary shows a daily breakdown of deposits, which an adjustable date filter. The Batches tab allows the user to look at the individual batches and break down of card tender types. The data can be exported to Excel or as a .CSV file.

Summary

Details

Display

  • The page defaults to the current week’s deposit amounts and displays in chronological order

  • Use the date arrows to move forward or back by 7 days

  • Select the dates displayed to choose a custom time frame

    • Choose from the calendar a beginning and end date, or

    • Choose from the following:

      • Yesterday

      • This Week

      • Last Week

      • This Month

      • Last Month

      • This Year

      • Last Year

  • Select the top of each column, Date Sent, Type, Amount, to reorder each column

    • Helpful if the user wishes to view by Type, or Amount, instead of in chronological order

  • Click Export to CSV or Excel to download the data

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