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RevenueCenters

RevenueCenters includes the following functions:

Revenue Center

Perform revenue center maintenance.

Drawer Management

Perform remote drawer balancing and check the status of a drawer.

Log Book

Communicate messages to employees and co-workers.

Revenue Center

Nextep Portal RevenueCenters Revenue Center

From the Revenue Center dropdown in the upper-right, select the revenue center to add or update its information.

The Revenue Center page includes the following tabs:

Tab

Description

Revenue Center

In the provided fields, provide site-specific information including:

  • Site name

  • Site address

  • Revenue Center ID

  • Contact information

  • Support level

Events

Setup email alerts for various events, such as hardware issues or network errors. Alerts notify management and/or tech support of events that occur when they are offsite.

See Setup Alert.

Attributes

In the provided fields, add any identifying attributes about the revenue center and their respective value.

Setup Alert

Nextep Portal RevenueCenters Revenue Center Events

To setup an alert for an event:

  1. In the Event column, locate the event.

  2. In the Enable/Disable Alerts column, select the check box.

  3. In the final column on the right, select Setup Alerts.

  4. In the lower-left of the screen, select Add Alert Level.

  5. On the row of the new alert level, provide the following:

    Field

    Description

    Enabled

    Select the check box to enable the alert.

    Delivery

    From the dropdown, select the method for delivering the alert: Email or SMS text.

    User

    Contact information for the user.

    Minutes

    From the dropdown, select the number of minutes to wait before sending the alert. The default value is Immediate.

  6. In the lower-right of the screen, select OK.

Drawer Management

Nextep Portal RevenueCenters Drawer Management

To perform drawer management:

  1. In the date field in the upper-center of the Drawer Management page, type the business date OR select the calendar icon to select the date from a calendar.

    • The drawers associated with the specified date are listed.

    • To access drawers from the previous or next business date, use the Previous Day and Next Day buttons.

    The following information is provided for each drawer.

    Field

    Description

    Cashier

    Name of cashier assigned to the drawer.

    Device

    Network name of the associated device.

    Drawer ID

    ID assigned to the cash drawer.

    Status

    Current status of the cash drawer.

    Over/Under

    Indicates if the drawer is over/under the expected system balance.

  2. From the drawer list, locate the desired drawer.

  3. To the right of the drawer details, select Balance.

  4. In the Amount field, type the drawer balance.

  5. To the left of the Amount field, select Balance.

  6. Refresh the Drawer Management page.

  7. To the right of the drawer details, select Display Report to view the drawer balance sheet.

  8. Select Print Report to print the drawer balance sheet.

Log Book

Use Log Book to communicate messages to employees and co-workers. The following is provided for each log entry listed on the main page.

Field

Description

Note

Log Book entry text.

Last Name

Last name of employee who added the entry.

First Name

First name of employee who added the entry.

Create Date

Date/time the entry was added.

Last Updated

Date/time the entry was last updated.

Source

Source of the Log Book entry.

Support Flag

If selected, the entry is flagged as requiring support.

Add Log Book Entry

Nextep Portal RevenueCenters Log Book

To add a log book entry:

  1. From the lower-left of the Log Book page, select Add New Record.

  2. In the Note field, type the entry.

  3. Select Support Flag if the entry requires support.

  4. From the lower-left, select Save.

Edit Log Book Entry

Nextep Portal RevenueCenters Log Book

To edit a log book entry:

  1. From the Log Book page, locate the entry.

  2. To the right of the entry details, select Edit.

  3. In the Note field, type the entry.

  4. Select Support Flag if the entry requires support.

  5. From the lower-left, select Save.