Financials Tab

On your dashboard menu, you will find a tab called "Financials". This will be a tab you will want to thoroughly review as it contains detailed information with regards to the following: credit card sales, merchant fees, license fees, connectivity fees, adjustments, tag order charges, and remittances. 

CC Sales: credit card sales for the current month 

Merchant Fees: monthly merchant fees

License Fees: monthly subscription fees

Connectivity Fees: monthly connectivity fees

Adjustments: fees deducted from sales, this include monthly fees and any tag orders placed for the current accounting month 

Tag Orders: tag orders placed for current month, this will be deducted monthly and included in adjustments 

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Click the down arrow as seen in the photo above,  this will then drop down the current month and a list of your stores with financial information attached. This provides you with a snapshot of financials for all of your stores on one page. Carefully review each line item. 

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This is the Export Icon    Export_Icon.png

By clicking on this icon in this section, you will see:

Export Transactions CSV or Export Remittance Summary CSV

Click on the report you wish to view and download. 

 

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