Summary

The Pay Method Listing Report will group and total a filtered list of receipts by the payment method entered on the receipt. Payment methods are created and maintained in CR> Maintenance> Pay Method, and are attached to receipts in the Pay Method field of the Cash Entry window. The report displays the receipt number, receipt date, payment method, operator, station, amount and change. The change column is the amount of change returned on the transaction.

Step by Step

1     Open the Payment Method Listing window (CR> Reports> Pay Method Listing).

2     Configure the report.

• Click the Batch field label to select a batch from a list and filter the report by the receipts of a specific batch. This will open the Batch Selection window, which will display both committed and uncommitted Cash Receipts batches.
• The Pay Method drop-down field is used to filter the transactions included on the report by pay method.
• Enter a date range in the Date From and Date To fields to filter the receipts that display in the report by receipt date. The receipt date is not necessarily the same date that the receipt is posted to the general ledger. Press DELETE to remove a date from the field.
  • The receipt date is entered in the Date field in the Receipt Information section of the Cash Entry window.
  • This date range is limited to a total of 95 days in order to prevent performance issues that could arise when the system attempts to access a very large amount of data.
• Select a Station from the drop-down menu to filter the receipts that display in the report by the station that was used to create it.
  • Stations are set up on the Station Maintenance window (CR> Maintenance> Stations).
• Select an Operator from the drop-down menu to filter the receipts that display in the report by the operator that created it.
  • Operators are set up on the Operator Maintenance window (CR> Maintenance> Operators).
• The Receipt Status drop-down menu is used to select the status of the receipts that display on the report.
  • Select Valid to include only valid receipts on the report. Valid receipts are receipts that have not been voided.
  • Select Voided to include only voided receipts on the report.
    • Receipts are voided in the Enter Receipts window in CR> Cash Receipts.
• Select the Commit Status of the receipts you would like to display in the report in the drop-down menu.
  • Select Committed in you only want to include committed receipts on the report. Receipts are committed in CR> Cash Receipts> Commit.
  • If you selected a committed or uncommitted batch in the Batch field, you do not have to select a commit status from the drop-down menu.

3     Print the report.

• Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).
  • Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
  • Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Click the Print icon drop-down menu and select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
  • Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report). 
• In order to prevent performance problems, only one Pay Method Listing report can be run at any given time. If another user is already attempting to generate the report, you will receive an error message and will need to regenerate the report at a later time.