Summary

The Payments by System report displays a filtered list of payment receipts that be filtered by system, date or status. You can also limit the report results to only those entered at a specific cash receipts station or by a specific operator.

Step by Step

1     Open the Payments by System report window (CR> Reports> Payments by System).

2     Configure the report.

• Select a Report Type from the drop-down menu.
  • The Summary report will display the System, Type/Fee, Amount, system subtotal and report total.
  • The Detail report will display everything included in the Summary report as well as the Receipt Number, Customer Number, Name, Description, Date, Void status and Amount for each line item.
• Enter a Batch Number or click the field label to select one from a list.
• The Rcpt Date From and Rcpt Date To fields are used to filter the report by a specific receipt date range.
• The Commit Status drop-down menu is used to specify whether the report will include committed, uncommitted or all payment data.
• The Receipt Status drop-down menu is used to specify whether the report will include valid, voided or all receipts.
  • Voided receipts will display a large red VOID in the Receipt Information section on the receipt (CR> Maintenance> Display Receipts).
• The Operator drop-down menu is used to filter the report results by the operator associated with the payment.
  • Operators are created and maintained on the Operator Maintenance window (CR> Maintenance> Operator).
• The Station drop-down menu is used to filter the report results by the station used to enter the payment.
  • Stations are created and maintained on the Station Maintenance window (CR> Maintenance> Station).
• The Systems field is used to filter the report by the selected systems. Check the toggle next to each system you would like to include in the report.

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).