Reports; Merchant Direct Reporting; Reports In The Moneris Go Plus Application - Moneris Go Plus Manual

Reports

Your transaction reports are available in two ways: Through the Merchant Direct web portal; and directly in the
Moneris Go Plus application on your terminal.

Merchant Direct reporting

In addition to viewing reports on your Moneris Go Plus, you can also view reports online by logging into
Merchant Direct. (For enrolment instructions, refer to the Setting up Your Software guide at
moneris.com/en/support/moneris-go/monerisgoplus) Merchant Direct allows you to view and download
transaction reports by batch, date, clerk ID, and device number. You can also view and download standard
monthly merchant reports and special reports. To login:
1. At moneris.com, in the top, right area of the screen, click Login.
2. From the dropdown list, select Merchant Direct.
3. At the login screen, enter your user ID and password.

Reports in the Moneris Go Plus application

All transaction information is available directly on the Reports screen. To view the Reports screen, tap the Main
≡ icon, then tap Reports. The screen shows:
menu
Important: You can see all transactions only if your user role is set to "View other users in reports." For example,
if your user role is "Low," you may see only your own transactions. Refer to User roles (page 58).
24-hour Summary: This is a summary of all transactions processed on all of your

Moneris Go Plus terminals in the 24 hour period starting at your Report reset time (page
62). For example, if your reports are reset at 11 p.m., the summary shows transactions
from 11 p.m. yesterday to 11 p.m. today. It shows the number of each type of
transaction (Purchase, Refund, and Void) and the dollar volume, followed by a grand
total. 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)).
All transactions: This is a list of all the transactions from all of your Moneris Go Plus

terminals, including transactions from closed batches.
If needed, tap the All transactions dropdown menu to filter by transaction type and

method of card entry.
On the list of transactions, tap any transaction to view the full details.

On the transaction details screen, you can perform a Refund, a Void, or Reprint the

receipt, as well as Completion for pre-authorizations.
Additional options: Tap the additional options

menu allows you to filter transactions by Time and date, User, and Terminal. You can
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).
To exit from the options menu, tap anywhere else on the screen.
Moneris® Go Plus: Using Your Terminal
⋮
icon to display the options menu. This
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