There are three SIT reports that help with balancing your batches.
- Batch Summary
- Batch Detail List
- Deposit Summary
From the Dashboard, click the Reports Tab at the top of the page
Batch Summary
1. For open batches select report Batch Summary
2. Input the batch number in the field provided
3. Click the PREVIEW button at the bottom right of the page.
4. The Batch Summary will be displayed in the window. Along the top of the page are a series of page control icons such as Print, Export, & Zoom in/out.
Batch Detail List
1. For closed batches select report Batch Detail List.
2. Find batches by selecting a date range or by typing a specific batch number in the field provided. The default range is the current date, so any relevant batches will already be displayed.
3. Sort the batch detail by Account Number or Dealer Name using the drop-down menu. Then Click PREVIEW.
4. The Batch Detail List will be displayed in the window. Along the top of the page are a series of page control icons such as Print, Export, & Zoom in/out.
Deposit Summary
1. From the drop-down menu, add or remove any Batch Type(s) you want displayed.
2. Select from the drop-down menu which Batch Statuses you want to display.
3. Choose the Date Range
4. Click the PREVIEW button at the bottom of the page.
5. The Deposit Summary report will be displayed in the window. Along the top of the page are a series of page control icons such as Print, Export, & Zoom in/out