Deposits | Dashboard | SpotOn Express
Quick Links
- 1 Deposits
- 1.1 Deposits Summary
- 1.2 Batches
- 1.2.1 Batches Log
- 1.3 Settlements
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, Batches, and Settlement.
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Deposits Summary
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The Deposits Summary defaults to the current week’s deposit amounts and displays in chronological order. Users may select the dates at the top of the screen to choose from a custom date range or a pre-selected timeframe filter, including:
Users may select the Export to CSV or Export Excel buttons to download the data | Â Â |
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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 | Â Â Â |
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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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