Clerk Subtotal Report

This report prints totals for all transactions in the current batch for one or more Clerk IDs. This report collects its information from the Moneris host. Clerk sub-totals remain in memory, even when a batch is closed and deleted. The steps below include the option of resetting the clerk sub-totals to zero. Transaction type totals are sorted by card type and grand totals are sorted by transaction type, by Clerk ID.

IMPORTANT: Clerk IDs must be set up for your merchant account on the Moneris host before this report can be used (see Clerk Mode).

For One or More Clerks

To print the Clerk Subtotal Report for one or more Clerks:

1. On the applications menu, select DEBIT & CREDIT.
   The message "Activating App..." is displayed, then the transactions menu appears.

2. Press the REPORTS key (first purple key on the right, below the icon on the screen).
   If the "Password:" prompt appears, key in the manager password and press the green OK key.

3. Select Clerk Subtotal.

4. At the "Clerk Id:" prompt, key in the Clerk ID and press the green OK key.

Note: You must enter a Clerk ID.

The "Add Another Clerk?" prompt appears.

5. Choose one of the following:

• To print sub-totals only for the keyed-in Clerk ID, select No.

OR

• To print sub-totals for more Clerk IDs, select Yes then repeat steps 4 and 5 for each additional Clerk ID.

6. At the "Clear Totals" prompt, select No.
   The terminal communicates with the Moneris host, then prints the report and returns to the REPORTS menu.

7. Press the red CANC ANNUL key to return to the transactions menu.

IMPORTANT: Clerk Subtotals must be cleared on a regular basis (weekly is recommended). If not, the Moneris host will automatically clear the totals when the number of transactions for a card type within a Clerk ID reaches 10,000.

For All Clerks

To print the Clerk Subtotals Report for all Clerks:

1. On the applications menu, select DEBIT & CREDIT.
   The message "Activating App..." is displayed, then the transactions menu appears.

2. Press the REPORTS key (first purple key on the right, below the icon on the screen).
   If the "Password:" prompt appears, key in the manager password and press the green OK key.

3. Select Clerk Subtotal.

4. At the "Clerk Id:" prompt, press the * (asterisk) key then press the green OK key.
   The "Add Another Clerk?" selection screen appears.

5. At the "Add Another Clerk?" prompt, select No.

6. At the "Clear Totals?" prompt, select No.
   The terminal communicates with the Moneris host then prints the report and returns to the first REPORTS menu screen.

7. Press the red CANC ANNUL key to return to the transactions menu.

IMPORTANT: Clerk Subtotals must be cleared on a regular basis (weekly is recommended). If not, the Moneris host will automatically clear the totals when the number of transactions for a card type within a Clerk ID reaches 10,000.