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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
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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 Select the top of each column (Date Sent, Type, Amount) to reorder the column Click Export to CSV or Excel to download the data
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Batches
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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
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Batches LogThe 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
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. |