Under/Over Report by Trip

Refer to the steps below to reconcile revenue and generate the Under/Over Report by SHIFT:

• Login to Transportme™ or QST Operator portal.
• Select Reports tab. 
• Select Under/Over Report tab on the side menu.

CASH RECONCILIATION

Trips associated with a shift that has already been reconciled cannot be reconciled again and will not appear in the search results.

• 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.

Note: Any trips without cash revenue (cash tickets or smartcard cash top-ups) will be automatically reconciled.