Server Report

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To streamline waiter tip management, we’ve introduced a new feature across all gateway-powered payment terminals: the Server Report. This functionality allows merchants to effortlessly associate a server’s ID with each transaction, enabling convenient access to the transactions handled by each server.

This feature is accessible from two locations: the Show/Settle Batch and Reports sections. Within the Show/Settle Batch option, merchants can utilize the Server Report filter to locate all transactions linked to a specific server’s ID.

Moreover, this option is available in both the Open and Closed Batch sections of Reports. For ease of use, the server ID is prominently displayed at the top of each transaction.

How to Use:

  1. Click on the Favorites icon -> Reports -> Open Batch -> Server Report -> The tag value will be displayed on top of the associated transaction.

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  1. Close Batch -> Most Recent Batch/Last Few Batches -> Server Report -> The tag value will be displayed on top of the associated transaction.

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  1. Click on the Favorites icon -> Show/Settle Batch -> Batch Filter -> Enter the Server ID/Clerk ID to retrieve the relevant transactions.

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