Moneris Go Plus, Руководство пользователя

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Moneris® Go Plus: Using Your Terminal 49

Scan
or
Search
: Use either of these functions to find a transaction.

Tap Scan to use the terminal’s rear camera to scan the QR code on a receipt.

Tap Search to enter specific search terms. For instructions on using Scan or
using Search, refer to Finding a transaction using Scan or Search (page 51).

End of day : At the bottom of the screen, tap End of day to view the End of day
report which shows transaction totals since the Report reset time, followed by totals
for each card type (Visa, Mastercard, Interac , and others). Totals for Tips, Surcharges,
and Cashback will also appear if you enabled those features. To find out how to
enable them, refer to Settings (page 52))

The End of day report can be used for a variety of purposes and the available filters
can help you get the information you need.

To filter transaction totals by Time and date, User, and/or Terminal, tap the
additional options
⋮
icon to display the options menu. This menu allows you to
apply one, two, or all three filters. For instructions on how to use the filters, refer
to Filtering transactions on the Reports and End of day screens (page 50).

Filtering transaction totals by User will enable you to get the totals for a specific
user whether that user is a clerk, server, driver, or other employee.

The end of day report also summarizes tips. In the default summary for all users, you
can see the tips for your entire account which is useful if you want to pool and divide
tips. When you add a User filter, you can see the tip total for a specific person. This can
be helpful for tip payouts.

You can use the Time and date filter on its own or in combination with the User or
Terminal filters when you want to see a summary over multiple days for a pay out.
This might be the case when an contract worker takes a terminal at the beginning
of the week and returns it once their shifts are done. They can filter by Time and
date plus Terminal, or Time and date plus User, to summarize all the transactions
they completed.

Users can access the report and the filters from any of your Moneris Go Plus
terminals as long as the user has access to “View other users in reports” in their
user role. You can also streamline your business processes by having someone in
your office pull these reports from a centralized terminal.

To print the End of day reports as you apply different filters, tap the additional
options
⋮
icon, then tap Print . Store the printed reports for your records as
needed.