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Quick Links

Table of Contents

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, with 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.

Deposits Summary

DetailsInformation

Display

The

page

Deposits Summary 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 the column

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

    • Click Export to CSV or Excel

    . Users may select a custom date range or choose a pre-selected timeframe filter, including:

    • Custom

    • Today

    • This Week

    • This Month

    • Last Week

    • Last Month

    Users may select the Export to CSV or Export Excel buttons to download the data

    		Image RemovedImage Added

    Batches

    DetailsInformation

    Display

    When opened, the Deposits

    The Batches page defaults to

    yesterday’s Batches

    display yesterday's batches.

    The

    Total

    Net Batch Amount,

    number of batches, and a break down of

    Breakdown by Card (including card types

    used

    and

    their

    amounts), and Batch Log will display

    :

    • American Express

    • ATM

    • Visa

    • Discover

    • MasterCard

    • Other

    Select date options to view the batches for that time period:

  • Yesterday

  • This Weeek

    • Last

    .

    Users may filter results by a custom date range, or choose a pre-selected date range to view batches:

    • Custom

    • Today

    • This Week

    • This Month

    • Custom

      • Select Custom to choose a specific date range from the calendar

    Image Removed

    • Last Week

    • Last Month

    		Image Added

    Batches Log

    The Batches Log

    details

    automatically display the

    prior

    current day’s details

    .

  • Select date options to view the batches for that time period:

    • Yesterday

    • This Weeek

    • Last Week

    • This Month

    • Custom

      • Select Custom to choose a specific date range from the calendar

    • The

    and will display each batch chronologically.

    The Batches Log can be sorted by selecting any of the columns headers:

    • Date

    • Batch ID

    • Terminal

    • Net Deposit

    • Terminal

    • The arrow buttons change how the log is displayed numerically

      • Click

    Users may export the Batches log by selecting the Export to CSV or Export Excel button to download the log

    		Image RemovedBatch ID and Terminal ID will display, however they have been removed for this example.Image Added