Administrator

As an administrator you have access to an extensive set of features that are designed to help you keep your business running smoothly. The topics below will provide you with all the information necessary for understanding available administrative functionality and performing common administrative tasks.

Common Administrative Tasks

How to
Add a User

How to
Edit a User

How to
How to Activate or Inactivate Users

How to
Add Groups

How to
Edit Groups

How to
Delete Groups

How to
Add a Category

How to
Add a Subcategory or Group

How to
Add an Item

How to
Add Taxes

How to
Edit Taxes

Other Administrative Tasks

How to
Add Registers

How to
How to Activate or Inactivate Users

How to
Customize Receipts

Administrative Reference Topics

Reference
Store Operations

Find out about viewing account information and editing basic details of your business setup.

Reference
Batches

Understand the Batches Table and learn how to take actions on specific Batches.

Reference
Groups

Learn how to add, edit, and assign permissions to Groups of Users.

Reference
Item Library

Learn how to organize your Items into Categories, Subcategories, Groups and Items.

Reference
Registers

Learn how to add, search, and edit Registers.

Reference
Taxes

Learn how to add, search, edit, and apply Taxes.

Reference
Tenders

Understand the Tenders Table and how to use it to analyze your Tenders data.

Reporting Reference Topics

Reference
Sales

Learn about your eight available Sales Reports, and how to interpret the data.

Reference
Sales Summary

Understand how to view and analyze your comprehensive Sales Data.

Reference
Prior Period Comparison

Learn about viewing Daily, Week-to-Date, and Year-to-Date Performance.

Reference
Item Mix

Understand the success and shortcomings of specific Items, Services and Categories.

Reference
Calendar

Use a monthly calendar format to review Sales Data and make informed business decisions.

Merchant Services Administrative Tasks

How to
View Account Maintenance

How to
Update Checking Account

How to
Update Address & Phone Number

How to
Update Business Information

How to
View Account Limits, Rates and Fees

How to
Transfer Funds to Bank Account

How to
Update Debit Card for Flash Funds

How to
Transfer to Debit Card with Flash Funds

How to
Chargeback Report

Merchant Services Reporting Topics

How to
View Transaction Report

How to
Advanced Transaction Search Report

How to
View Consolidated Fee Report

How to
View Tax Information Report