Essentials Suite App Manual Batch Close
Description
What's in this article?
Solution: Essentials Light | Essentials | Retail
Use the following process to manually close a batch on a terminal. Batch closure on the terminal clears the terminal memory. If your business is set up for manual batch closure, you should perform the batch close at the end of your business day after you have completed any tip adjustments.
Manually close a batch
Using the end of day/shift change options in Back Office will not clear the transactions from the terminal memory, but do provide the end of day reconciliation reporting.
IMPORTANT!
Terminal batches should be closed regularly. Failure to do so may lead to an error message: "Exceeds Maximum Transaction Limit", which is 1,500 transactions. Closing the batch will resolve this issue.
To manually close the batch in the app
- At the end of the business day, log in to the app.
- From the slide-out menu ☰, tap Settle Batch.
- Enter your employee PIN.
NOTE: You may receive the pop-up error "You don't have permission for this. Please have someone who does enter their PIN." If you receive this error, process the steps for a full-data sync, close the app completely, log back into the app and process the batch close steps again.
- Tap Yes to confirm.
Alternative batch closure methods on the terminal
If the manual batch closure fails using the application, there are two alternative methods to close the batch on the device.
- To manually close the batch in the POSLink app
- On the terminal home screen, tap the Applications icon. Available apps will display.
- Tap POSLink Demo. The POSLink app will open.
- Tap the Batch tab in the top menu.
- Tap Start to Process button to initiate the batch close command.
The batch is closed when the Result Txt field displays OK.
- On the terminal home screen, tap the Applications icon. Available apps will display.
- To close the batch on the Q20
- Enter the Q20 settings by tapping each of the four corners of the display in order, starting from the top left of the display and moving clockwise. You will hear a beep with every successful tap.
- Enter the manager password.
- Select 4. Host Settings.
- Select 5.Batch Close. Batch Closed will display on screen successfully closing the batch.
- If there are untipped transactions, another screen will display. Select Yes.
WARNING!
When Tip Adjustment is supported, tapping Yes will close all transactions including those that have not yet been adjusted. If you are using Tip Adjustment, tap No and adjust the tips prior to closing the batch.- Enter the Q20 settings by tapping each of the four corners of the display in order, starting from the top left of the display and moving clockwise. You will hear a beep with every successful tap.