The dashboard shows you the following key performance indicators (KPI) in real time:

• Cashless turnover: the sum of the amount of all transactions with the status “submitted”
• Average amount of all transactions (important information for negotiating your commission fees with the acquirer)
• Total number of all transactions in a defined period
• Most used payment method: The payment method most used by your customers
• Highest/lowest turnover day: Day of the week with the highest/lowest cashless turnover
• DCC share of all transactions

Select a specific date or a predefined period and (if available) the location.

Click on the arrow symbol to display the days with the highest and lowest turnover during the defined period.

The daily closing area shows you all transactions that were created during a defined period. You can set filters by time period as well as by terminal ID, serial number and merchant ID and display daily closings without transactions by activating the checkbox at the top left.

The table overview shows all transactions grouped by card and displays the number, amount, tip and DCC.

You can display the corresponding receipt in the “Receipt” column. 

You can switch between devices by filtering by terminal ID, merchant ID or serial number.

Click on the blue symbol in the “Receipt” column on the right-hand side of the table. The view of the receipt of the daily closing opens, which you can export as a PDF or image

In the overview of transactions, you can use filters to search for the desired information. The view is in real time, all transactions are immediately visible in the portal.

You have the following options for filtering by transactions:

• Period
• Terminal ID, transaction sequence number (TrxSeqCnt) and card number
• Transaction type (booking, credit note, reversed booking, reversed credit note)
• By “unsubmitted transactions” by activating the checkbox at the top left

The tabular overview shows you all relevant information on each individual transaction. Transactions are differentiated according to the following status:

• Submitted 
• Authorized (not yet booked by the acquirer)
• Canceled

Filter:

• Select the time period within which you want to perform the search
• Select the transaction type you are looking for: Booking, Credit memo, Reversal booking, Reversal credit memo
• If you do not set a filter, all transaction types in the entire period are searched for

Search:

You can search for exact amounts using the characters for greater than > or less than <.
Use ranges such as 10-100 to filter transactions within a certain value range.

Beispiele:

All transactions greater than 50:
Enter >50 in the filter field for amounts.

All transactions less than 200:
Enter <200.

Transactions between 10 and 100:
Enter 10-100 to filter transactions within this range.

The portal offers you the option of displaying and exporting the original merchant receipt for each transaction. 

• To do this, click on the blue symbol i in the “Details” column on the right-hand side of the table.

The detailed view of the individual transaction takes you to the function for displaying receipts.

• Click on “Show receipt”, here you can export the receipt as an image or PDF.

In user management, you can create user accounts for your employees and assign locations. The users only have access to the data of the assigned location. The functions are only available if you are set up as an administrator (ClientAdmin).

Click on “Users” on the left-hand side of the screen. You will now be redirected to the user administration. Click on “Create user” to create a new user.

• Enter the e-mail address of the new user
• You can only create users with the “ClientUser” role; for additional administrator access, please contact our support team (support@paytec.ch)
• Select the language of the user
• Select the location(s) to which the user should have access (users can have access from multiple locations)
• Click on “Create user”
• The new user will now receive an email with registration details