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      19 | Transaction Journal

      Learn how to elaborates on the Transaction Journal Report and covers various functions available within Backoffice to edit the Transaction Journal. The  Transaction Journal  shows every Transaction that has been entered at a SmartPOS Workstation/s. This includes Cash Sales, Returns, No Sales, Table Attachments, Table Transfers, etc. The Transaction Journal is a useful tool to track down individual transactions. It should not be used for Sales reporting.

      This article elaborates on the Transaction Journal Report and explains various functions available within Backoffice to edit the Transaction Journal.

        The Transaction Journal shows every Transaction that has been entered at a SmartPOS Workstation/s.

        This includes Cash Sales, Returns, No Sales, Table Attachments, Table Transfers, etc.

        The Transaction Journal is a useful tool to track down individual transactions.

        It should not be used for Sales reporting.

        Prerequisites

        • To access Transaction Journal, the applicable Operator Privileges   will need to be enabled 
          • Operator Maintenance 'Reporting' Tab
            • Sales Reports: "Allow Product Reports" Flag

        Accessing & Running a Transaction Journal Report

        • Login to BackOffice
        • From the Sales Reports Menu select Transaction Journal

        • In the Display Period drop-down, select the Period required
        • For the Transaction Journal, it is recommended to not choose a display period greater than a day or two
          • If a longer period is selected, the Journal could take an extended period of time to build
        • Similarly, in a Multi-Venue system, it is not recommended to run this Report for more than one venue at a time
        • In the View drop-down, select _Standard and click on the Display button to generate the Transaction Listing

        Single List View

        • The default view for the Transaction List is the "Single List" option which will show several lines for each Transaction
        • Every Transaction starts with a blue order line
        • If the sale contains Products, they will be displayed after the order line
        • Any Payments made on the Sale will display after the Products
        • An example of this is shown below:


        Grouped Transactions

        •  When the "Group Transactions" option is selected, the Transaction Journal will show one line for each Transaction
        • An individual Transaction can be expanded by clicking on the plus (+) to the left of the Transaction
          • This will divide each Transaction into a Sales Section and a Payments Section
        • An example of this is shown below:


        • When the plus sign (+) to the left of the Transaction is clicked, the Transaction is expanded; it will look similar to below:


        • The Report data can be changed using the filter to display specific data only; e.g., CASH Returns
        • Double-clicking on a transaction will display the Transaction similar to the way it appears at a SmartPOS Workstation:



        Display KeyLogs Button

        • KeyLogs are a date and time record of each individual button press at SmartPOS Workstation/s
        • If the green Display KeyLogs button is pressed while in a single transaction, a report of said KeyLogs will be displayed as shown below: