Moneris HiSpeed 6200 Quick Reference Manual page 3

REPORTING TRANSACTIONS
Current Batch Totals Report [99]
This prints a report listing transactions by card type for the current
batch on the terminal without closing the batch. Grand totals by
transaction type are also included in the report.
1. Press the Admin key, select REPORTS, and select
CLOSE BATCH.
• If prompted, swipe your POS Admin card.
• If prompted, key in a Clerk ID, and press OK.
The terminal displays CLOSE BATCH, and then the Current
BatchTotal report begins printing.
When the report stops printing, the Close Batch prompt appears.
2. Press F3 (NO) to finish printing without closing the batch.
The terminal finishes printing the Current BatchTotal report and
returns to the READY screen.
Merchant Subtotals Report [95]
This prints a list of transaction type totals by card type for the
current batch from the Moneris Host. Grand totals by transaction
type are also included in the report.
1. Press theAdmin key, select REPORTS, and scroll down and select
MERCH SUBTOTAL.
• If prompted, swipe your POS Admin card.
• If prompted, key in a Clerk ID, and press OK.
2. While the report prints, the terminal displays PRINTING and then
returns to the READY screen.
Tip Totals Report [96]
This prints a summary of Tip amounts entered on the terminal for
transactions in the current Batch. If Clerk Subtotalling is enabled,
the Tip amounts are summarised by Clerk ID.
1. Press the Admin key, select REPORTS, and select TIP TOTALS.
• If prompted, swipe your POS Admin card. If prompted, key in a
Clerk ID, and press OK to find Tip amounts for a specific clerk.
OR Simply press OK to find Tip amounts for all clerks. The
PRINT DATE OR BATCH? prompt appears.
2. Press F1 (DATE) or F3 (BATCH).
• If you press F1: The START DATE entry screen appears.
a. Key in the Start date, and press OK. The START TIME entry
screen appears.
b. Key in the Start time, and press OK. The END DATE entry
screen appears.
c. Key in the End date, and press OK. The END TIME entry screen
appears.
d. Key in the End time, and press OK.
• If you press F3: The BATCH NUMBER entry screen appears.
a. Key in the Batch number, and press OK.
OR Simply press OK.
While the report prints, the terminal displays PRINTING and then
returns to the READY screen.
Clerk Subtotals Report [82]
This prints a report listing transactions by Clerk ID for one clerk, a
group of clerks, or all clerks. Transactions are grouped by type and
itemized under card type; grand total amount(s) also appear for
each Clerk ID.
NOTE: Clerk Subtotalling must be enabled to perform this report.
1. Press the Admin key, select REPORTS, and select
CLERK INQUIRY.
• If prompted, swipe your POS Admin card.
The SINGLE/MULTIPLE CLERKS? prompt appears.
2. To print the Clerk Subtotals report for one clerk:
a. Press F1 to select SINGLE.
b. Key in a Clerk ID, and press OK.
To print the Clerk Subtotals report for multiple clerks:
a. Press F3 to select MULTIPLE.
b. To select a specific group of Clerk IDs, select GROUP.
OR To select all Clerk IDs, select ALL CLERKS.
• If prompted, key in the Group ID, press OK, and select
PROCESS LIST.
The terminal prints the Clerk Subtotals report and then returns
to the READY screen.
Pre-Auth List [62]
This prints a list of Pre-Auth transactions. Use this to identify open
Pre-Auth transactions that will not be completed and need to be
deleted.
1. Press the Admin key, select REPORTS, and select
PRE-AUTH LIST.
The SWIPE ADMIN CARD prompt appears.
2. Swipe your POS Admin card to print unmasked Card numbers.
OR Simply press OK to print masked Card numbers.
• If prompted, key in a Clerk ID, and press OK.
The PRE-AUTH LIST menu appears.
3. Select OPEN or CLOSED (i.e., completed Pre-Auth transactions) or
BOTH (for both types).
The PRINT DATE OR BATCH? prompt appears.
4. To print the report by date, press F1.
To print the report by batch, press F3.
5. Press OK to print the current date or batch. OR
To select a specific date or batch, key in a Date or Batch number,
and press OK.
The terminal prints the Pre-Auth list and returns to the READY
screen.
ADMINISTRATIVE TRANSACTIONS
Re-Initialization [01]
The Moneris Merchant Service Centre may ask you to re-initialize
your terminal if changes have been made to your terminal or your
merchant account.
1. Press the Admin key, select CONFIGURATION, and select
INITIALIZATION.
• If prompted, swipe your POS Admin card.
The RETAIN CURRENT MERCH SETTINGS? prompt appears.
2. Press F1 (YES) to keep all parameters set as they are.
The CLEAR TERMINAL STORAGE? prompt appears within 2 to 3
minutes.
3. Press F3 (NO) to keep all stored transactions.
The PLEASE LOGON prompt appears within 10 seconds.
4. Follow the Logon instructions below.
Logon [02]
If the PLEASE LOGON prompt appears, you must log on before you
can perform transactions on the terminal.
1. Press the Admin key, select ADMIN, and select LOGON.
• If prompted, swipe your POS Admin card.
The READY screen appears within 60 seconds.
Logoff [03]
To ensure unauthorized transactions cannot be processed, your
terminal should be logged off at the end of the business day.
1. Press the Admin key, select ADMIN, and select LOGOFF.
The PLEASE LOGON prompt appears within 60 seconds.
Card Masking
To reduce unauthorized card use, the cardholder's Card number is
masked on:
• Receipt as follows:
- Cardholder copy:
Credit Card number prints as ***************1234
Debit Card number prints as 0123456789*********
The Expiry date is not printed for Credit or Debit.
- Merchant copy:
Card number (Debit/Credit) prints as 1234***********1111
The Expiry date prints as ****
• Reports--but only if you press OK at the SWIPE ADMIN CARD
prompt. If you swipe your POS Admin card, the Card numbers
are printed in full.
END OF DAY PROCESS
You must process a Close Batch transaction in order to have the
funds from your POS transactions deposited to your business
account.
You will need to perform three tasks:
A Process a print a stored Transactions List by batch (see below):
At step 3, press F3 to print the current batch. At step 5, press F1 to
print only the Terminal Batch Totals.
B. Process a Close Batch (see below).
C. Confirm that the Terminal Batch Totals (printed in step A.)
matches the Current Batch Totals report (printed in step B.). If
they do not match, call Moneris the next business day for
reconciliation assistance.
Print Stored Transactions [60]
1. Press the Admin key, select REPORTS, and select TRANS LIST.
2. Swipe your POS Admin card to print unmasked Card numbers.
OR Press OK to print masked Card numbers.
• If prompted, key in a Clerk ID, and press OK to print totals for that
Clerk ID.
OR Press OK to print totals for all Clerk IDs.
The PRINT DATE OR BATCH? prompt appears.
3. To print the report by date, press F1.
To print the report by batch, press F3.
4. Press OK to print the current date or batch. OR
Key in a date or Batch number, and press OK to select a specific
date or batch.
The PRINT TOTALS ONLY? prompt appears.
5. To print only the Terminal Batch Totals report, press F1.
To print a list of transactions and the Terminal Batch Totals
report, press F3.
NOTE: This report includes the Cashback total.
6. While the report prints, the terminal displays PRINTING and then
returns to the READY screen.
Close Batch [99]
1. Press the Admin key, select REPORTS, and select
CLOSE BATCH.
• If prompted, swipe your POS Admin card.
• If prompted, key in a Clerk ID, and press OK.
The terminal displays CLOSE BATCH, and then the Current Batch
Total report begins printing. When the report stops printing, the
CLOSE BATCH? prompt appears.
2. Press F1 (YES) to close the batch and have funds deposited to your
account.
3. While the report finishes printing, the terminal displays CLOSE
BATCH and then returns to the READY screen.