SkyTab Lighthouse Business Manager Ticket Transaction Status Report

Description: The Ticket Transaction Status Report in Lighthouse Business Manager (LBM) provides a high-level overview of daily gross amount, transaction amount, and their corresponding ticket and transaction counts. It also includes rows for undeposited batch tickets. The report allows users to research details for each batch by selecting a row, enabling them to view the associated transactions.

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Users can easily compare settled and unsettled tickets with deposited data and amounts. They can select and review transaction and ticket details organized by batch or un-deposited transactions. Grouping un-deposited tickets enables merchants to pinpoint and examine any potential issues with tickets or transactions, empowering them to take necessary actions for resolution.

This tool is especially useful when identifying the previous day's or last week's ticket counts and how they relate to transactions, as well as any tickets that have been closed without a correlating transaction.

How to Access the Report

1. Login to LBM and select Reporting.
   
2. Select SkyTab POS.
3. Search for “Ticket Transaction Status.”  

What the user can do with this information

The Ticket Transaction Status Report empowers users to efficiently monitor the gross amount, manage undeposited transactions and related tickets, and gain a deeper understanding of their deposited transactions. For example: 

• Reconcile Transactions: The user can filter the report on closed POS tickets for a given timeframe and easily reconcile the transaction gross amount to the transaction amount and date. The report also supports comparing ticket counts to transaction counts for daily processing activity.
  
• Review Undeposited Tickets: Users can investigate and understand the reasons behind any delays in undeposited tickets. This row identifies tickets that have closed and the transactions that have not been deposited. Using the transaction column, users can click in and see all transactions relating to the respective batch. Selecting undeposited tickets will take you straight to the identified ticket that has been on deposit.
  
  

  You can then further investigate by selecting that transaction to understand key details about what caused it.

• Drill Down into Transactions: By selecting individual batch rows, users can view the associated transactions for each deposit or undeposited ticket. This allows for a deeper analysis of:
  • Specific transactions included in each batch.
  • Identifying any discrepancies between the gross amount and the sum of its transactions.

Definitions

• Batch Number: Unique ID for the transaction batch. 
• Merchant ID: Identifies the Merchants processing ID and or Location. 
• Tickets: Total of Tickets that were closed and finalized in the batch.
• Transaction: Counts the number of transactions for the batch. 
• Transaction Amount: Gross transaction total of all transactions in the batch
• Gross Amount: Total sales transactions amount includes all additional tips and fees to the customer.
• Batch Date: the date the group of transactions is settled.
• Un-Deposited Tickets: Total of Tickets that have not been finalized for batching, including current day tickets.