Under/Over report
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- Login to Transportme™ or QST Operator portal.
- Select Reports tab.
- Select Under/Over Report tab on the side menu.
CASH RECONCILIATION
- Select Cash Reconciliation tab.
- Select a saved filter in Saved Filter section (optional) to fill in all saved filter data automatically to Advanced Search section.
- Advanced Search - filter data:
- Select Driver Name to include in the report. Note: this option is multiple choices.
- Select Bus to include in the report. Note: this option is multiple choices.
- Date: select the fields to pick up the date from data pickers or enter the date directly to filter data on selected date.
- Select Route Category to include in the report. Note: this option is multiple choices.
- Select corresponding Route Name to include in the report. Note: this option is multiple choices.
- Include Historical Data: turn on the option to allow the report runs on the deleted data.
- Select Save this Filter button (optional) to save the selected data under a name to reuse later. The saved filter will be shown in Saved Filter section.
- Select Search button to search the trip revenue of selected data.
- Locate the trip you wanted to check and reconcile the revenue using Search box.
- Select Submit button to open Trip Revenue details screen.
- Check the cash revenue and credit card revenue information on Trip Revenue screen > enter Cash Collected, Adjustment (if applicable) > select Submit button and confirm to reconcile the revenue.
REPORT GENERATION
- Select Report Generation tab.
- Select a saved filter in Saved Filter section (optional) to fill in all saved filter data automatically to Advanced Search section.
- Advanced Search - filter data that you wanted the report runs:
- From and To: select the fields to pick up the dates from data pickers or enter the dates directly to define the date range of data.
- Include Historical Data: turn on the option to allow the report runs on the deleted data.
- Select Route Category to include in the report. Note: this option is multiple choices.
- Select corresponding Route Name to include in the report. Note: this option is multiple choices.
- Include Route in Report: turn on the option to show route name and route category in the report result.
- Select Driver Name to include in the report. Note: this option is multiple choices.
- Select Save this Filter button (optional) to save the selected data under a name to reuse later. The saved filter will be shown in Saved Filter section.
- Select Generate Report button to run the report. The report is downloaded to your local storage.