BANKING CREDIT CARDS -SCANNING TO SUPPORT-GUIDE JJ SYDNEY

BANKING CREDIT CARDS -SCANNING TO SUPPORT-GUIDE JJ SYDNEY


This cross over point for days eftpos is @ 4pm ( note this can be changed ,see accounts manager )


 STEP 1 –PRODUCE EFTPOS MACHINE REPORT

1/ ON THE EFTPOS MACHINE PRESS ENTER

2/ PRESS 4 – MENU

3/ PRESS 2 - DETAIL REPORT

4/ PRESS CLEAR TO GET DATE REQUIRED .  CAN GO BACK 3 DAYS ONLY.

EFTPOS MACHINE SETTLES AT 4PM DAILY SO PRESS CLEAR TO GET TODAYS DATE.

HIT ENTER AND LIST OF TRANSACTIONS WILL PRINT  

check date is TODAYS date on detail report... ( note on a Monday - you need to do 2 lost of scanning 4pm friday - 4pm Saturday ) 

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GO TO BANKING TRAY AND TICK OFF LIST TO ENSURE YOU HAVE ALL THE TRANSACTIONS.

ANY TRANSACTIONS AFTER 4PM PUT BACK IN THE BANKING TRAY FOR TOMORROWS LIST.

If you are missing transactions
Make sure they aren't in other trays
Check with sales/counter staff
if still cant find see your manager

CHECK ALL THE PAPERWORK THAT DOCKETS ARE NOT COVERING ANY INFORMATION REQUIRED ON PAPERWORK: EG NOT COVERING INVOICE NUMBER , WORK ORDER NUMBER , CUSTOMER NAME ETC.

BEST SPOT TO STAPLE DOCKET IS MIDDLE OF PAPER ON LEFT HAND SIDE.

if there are 2 pages attached to eptpos slip only need to attach 1 with the workorder or invoice number details


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ENSURE SCANNER IS SET TO MULTIPLE PDF (WHOLE BATCH TO ONE PDF )

file ,option,tab,select option of multipage


CHANGE FILE SAVE NAME TO: BANKING CREDIT CARDS AND DATE EG BANKING CREDITCARDS 058214

SCAN DETAIL REPORT FOLLOWED BY DOCKETS IN ORDER OF DETAIL REPORT.

AT END OF EACH SCAN  SAVE TO DROPBOX.(TOP LH CORNER)

BROWSE -BANKING


When scanning complete – staple paperwork in same order as scanning  Place staple paperwork in admin tray  (sales Office) .

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