The Transaction Audit Report provides a detailed look at each transaction that took place for a specified period of time in chronological order, making it one of the best tools for identifying discrepancies in customer accounts or end of day balances.
-> Go To: Point Of Sale > REPORTS > Transactions > Transaction Audit
View / Print the Transaction Audit report
| 1. Select the time period. |
Options are: All Dates or variations of: Daily, Weekly, Monthly, Quarterly, Annually or Custom Date Range.
For Custom Date Range, click on the date displays to open the calendar window. |
| 2. Select transaction by Campus. |
| Options are: All Campuses or an Individual Campus. |
| 3. Select transaction by POS Station. |
| Options are: All POS Stations or an Individual POS Station. |
| 4. Select transactions by User. |
| Options are: All Users or an Individual User. |
| 5. Select transactions by Offering Type. |
| Options are: All Offering Types, A La Carte, Component Meal or Meal. |
| 6. Select transactions by Offering. |
| Options are: All Offerings or an Individual Offering. This includes all meals and a la carte offerings entered in to mPower. |
| 7. Select transactions by Type. |
General options are: All Types, All Adjustments, All Balance Transfers, All Deposits or All Payments.
Specific options are: Account Overdraw, Account Payment, Adjustment - Add or Subtract, Balance Transfer - From or To, Cash Surcharge, Check Transaction, Fund Payment, Online Deposit, Returned Check, Sales Tax, Withdraw - Cash or Check |
| 8. Continue to filter the report by selecting; Labor, Seconds, Voided, Offline, Visitor or Backdated, if needed. |
| 9. Click View/Print to generate the report for view: |
| 6. While viewing a report you can Download and Print using the icons in the view menu bar: |
| Note! If the menu bar is not present, hover over the body of the report with your mouse cursor to enable it. |
Export the Transaction Audit report
| 1. Click the Export button to load the report for export: |
| 2. Select a format for export from the dropdown menu located in the view window header and click the Export button: |
