Processing a Multi-Terminal Batch Close

This feature allows you to close batches by Terminal Name (i.e., on one or more terminals) or on all terminals from another terminal.

This function does NOT compare totals stored in the terminal memory to totals stored on the Moneris host. Therefore, you should check that your receipts balance with the Batch Totals printed on the Multi-Terminal Batch Close Report. You can also check the balance by printing a Stored Transactions report on each terminal included in the Batch Close.

IMPORTANT: A Multi-Terminal Batch Close can be performed only for terminals that are added to and associated with your Merchant Number on the Moneris host (see Adding a Terminal Name).

By Terminal Name

You can process a Batch Close on one or more terminals by selecting the appropriate Terminal Name(s). You must therefore know the Terminal Name of the terminal whose batch you want to close.

To process a Batch Close on one or more terminals by Terminal Name:

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

2.      Scroll down and select Batch Close.
If the "Password:" prompt appears, key in the manager password and press the green OK key.

3.      At the "Close Type?" prompt, select Mult.

4.      At the "Terminal Name:" prompt, key in the name of the terminal and press the green OK key.
The "Add Another Terminal?" prompt appears.

5.      Choose one of the following:

●        To include more terminals in the Batch Close, select Yes then repeat steps 4 and 5 for each additional terminal to create the Batch Close process list. After you finish adding terminals, select No.
OR

●        To include only the terminal selected in step 4, select No.

IMPORTANT: To close the batch for the terminal in use, you must add its Terminal Name to the Batch Close process list.

Note: You can include up to 20 terminals in a Batch Close. When you enter the 20th Terminal Name, the terminal automatically processes the Batch Close on them and returns to the "Add Another Terminal?" prompt. You can then add more terminals as above or select No to complete the Batch Close.

The terminal communicates with the Moneris host then prints the Batch Totals section of the Multi-Terminal Batch Close report.

6.      At the "Batch Close?" prompt, select Yes.
The terminal communicates with the Moneris host to close the batch, finishes printing the report with the Batch Close section and returns to the REPORTS menu.

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

For All Terminals

You can process a Batch Close on all terminals associated with your Merchant Number on the Moneris host.

To process a Batch Close on all terminals:

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

2.      Scroll down and select Batch Close.
If the "Password:" prompt appears, key in the manager password and press the green OK key.

3.      At the "Close Type?" prompt, select Mult.

4.      At the "Terminal Name:" prompt, press the * (asterisk) key and then press the green OK key.

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

6.      At the "Batch Close?" prompt, select Yes.
The terminal communicates with the Moneris host to close the batch, finishes printing the report with the Batch Close section and returns to the REPORTS menu.

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