The Transactions Report lets you access a great deal of useful information pertaining to the financial transactions that have been done through all of your sales channels, using any payment method. This also includes the use of redeemable items when creating a ticket.

The Transaction Summary report allows to view a quick summary of the transactions made in your account. If you want more details about individual transactions, please refer to the Transactions Report.

For Flex Passes transactions, you will have the link of the flex pass ID:

• Changing the configuration now will not affect old transactions as this setting is not retroactive. Even if the "override" feature is set up in the role

• ReferenceId: the transactionId related to the operation. You can paste it in the URL to be taken to the transaction. https://yourURL.betterez.com/tickets/transactions/(yourtransactionId)

For tickets that were changed, the original transaction that generated the ticket and ticket info remain the same and offset each other. To record the change, the system will create a new transaction with "0" balance, in which you will see a new ticket with the ticket amount, and a refund with the same amount. So using the formula above you will have tickets minus refunds equals transactions which is 0.

The dashboard allows you to view a breakdown of your transactions, tickets, and journeys in addition to the tickets per channel. Similar to the previous iteration, you can view these quantities in a variety of date ranges: 12 months (annual), 12 weeks (quarter), 30 days (month), 7 days (week), today, and custom ranges. The bar graphs adapt to the selected duration - becoming more granular for shorter time frames i.e. will show by month for the annual selection and by day for the 30 day selection.

If a Multicurrency Solution is enabled in your account, any transactions that involved a currency exchange can now be found by navigating to Intelligence -> Currency Exchange.

You can also select what access to the data does the agency has. By default, agencies can only access customers, transactions and tickets created by themselves.

Charge only on new transactions: This feature allows all transactions resulting from an original one, due to changes or others, not to be affected by the fee being charged again.

The Payments report allows to view information related to any transactions done through any of your sales channels. The way the information is displayed makes it easier to identify any group of transactions that may have some issue with the payments, or get information by shift location to be able to evaluate specific agencies.

• /tickets/transactions/cancel (crear) habilita la cancelación

When enabling this feature, "uses" stands for the number of transactions the promo can work with.

Additionally, there are fields that can be selected to see that field more detail, such as the **refund #, the transactions #, the assoc. transaction # **(the original one under which the initial ticket was bought), and the ticket #

• Select from their recent transactions at the bottom of the page the transaction of the ticket that needs to be unredeemed.

You can search Transactions by the authorization code or the reference number of one of the payments in the transaction as well. To do so use the 'ac:' or 'rn:' prefix to indicate what you are trying to search for.

Scrolling down within this view allows the user to click on different tabs to display historical transaction information as it pertains to actual transactions, unique tickets, refunds, redemptions, and loyalty points movements.

By default PDF for tickets and transactions use an A4 size paper.

• When configuring a “valid amount of uses”, the system counts the number of times a promo code is applied to the shopping cart, which is the same as the number of transactions where the promo was entered. This is separate from the number of tickets, and there could be more than one ticket per transaction.

• Search - The consumer will be able to search the transactions created network-wide within the provider environment.

During testing transactions need to end in zero cents or they will fail. Also during testing transactions need to be or small amounts or they will fail. If online refunds are required for your business, you must request that your Moneris account manager enables Independent Refunds on your account.

Cash and Square transactions details on the Shift summary page:

Wait for payment completion Indicates whether Betterez waits for the payment provider to complete the payment or marks the transaction with Waiting For Payment status. **NOTE: This referenced payment type will need to conclude while the customer is still on the phone and the **Wait for payment completion** checkbox comes checked by default. While waiting for the payment to complete, a progress meter showing the transactions progress will appear.

Wait for payment completion Indicates whether Betterez waits for the payment provider to complete the payment or marks the transaction with Waiting For Payment status. **NOTE: This referenced payment type will need to conclude while the customer is still on the phone and the **Wait for payment completion** checkbox comes checked by default. While waiting for the payment to complete, a progress meter showing the transactions progress will appear.

• Go to Intelligence/Transactions.

You will be able to navigate using the tabs, and see important information like the Transactions done in that shift.

The Items report allows to view information related to any paid-in or paid-out transactions that were done through any of your sales channels.

Country: This invoice provider will be available for invoicing transactions associated with shifts opened for this country.

For tracking all the custom field information, users will need to go to the Transactions report under Intelligence menu, then select the customer field from the gear sign located right beside the download button.

• ReferenceId: el ID de transacción relacionado con la operación. Puedes pegarlo en la URL para acceder a la transacción. https://yourURL.betterez.com/tickets/transactions/(yourtransactionId)

When using the Merge Customer functionality, the account designated as the primary account will retain all records from the merged accounts. Specifically, the primary account will preserve all customer data, including past transactions, contact details, and associated activities. Conversely, any merged accounts will be deleted, ensuring that only the primary account remains active in the customer report.

Name: The name of the tax (this will be printed in tickets, transactions and shopping cart details as well as some other reports). You can set taxes with same name and overlapped periods as long as they differ in "country", "province" or "is border" field.

For better tracking of all payments and transactions coming from Busbud, we recommend to set an inperson payment method call Busbud.

• Include in deposit totals If checked, all transactions with this payment type must be included in the deposit totals shown in the shift summary after closing a shift.

At the end of the business day the shift is closed after having reconciled all transactions recorded at the selected stop. When first logging-in, agents will choose their location, and accept the confirmation message to associate all sales made to the selected location. See the image below.