Quick Links
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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, 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.
Summary
Details
Display
, Batches, and Settlement.
Deposits Summary
Information | Display |
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The 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 to download the data
Batches
Details
. Users may select a custom date range or choose a pre-selected timeframe filter, including:
Users may select the Export to CSV or Export Excel buttons to download the data |  |
Batches
Information | Display |
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The Batches page defaults to display yesterday's batches. The Net Batch Amount, Breakdown by Card (including card types and amounts), and Batch Log will display. Users may filter results by a custom date range, or choose a pre-selected date range to view batches:
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Batches LogThe Batches Log automatically display the current day’s details and will display each batch chronologically. The Batches Log can be sorted by selecting any of the columns headers:
Users may export the Batches log by selecting the Export to CSV or Export Excel button to download the log |  |
Settlements
Information | Display |
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The Settlements section will display a list of settlements. Users can select the calendar to choose to display Settlements data by the following:
Settlements will display chronologically by date. It will also display the following Settlement information:
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