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Quick Links

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

  • 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 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

Display

  • When opened, the Deposits page defaults to yesterday’s Batches

  • The Total Batch Amount, number of batches, and a break down of card types used and their amounts will display:

    • American Express

    • ATM

    • Visa

    • Discover

    • MasterCard

    • Other

  • 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

Batches Log

  • The Batches Log details automatically display the prior 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 Log can be sorted by:

    • Date

    • Batch ID

    • Net Deposit

    • Terminal

  • The arrow buttons change how the log is displayed numerically

  • Click Export to CSV or Excel to download the log

Batch ID and Terminal ID will display, however they have been removed for this example.

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