Batch Report

Path: /transactions/batch-report

Image:

Page Layout

Filter Controls

Company (Dropdown)

• Options: United Tile, American Tile, Farley's Glass, Classic Stone
• Selecting changes company filter

Batch Date Time (Date/Time Picker)

• Calendar and time selection
• Updates report when changed

Apply Filters (Button)

• Refreshes report with current filter selections

Approve [Number] (Button)

• Shows count of selected transactions
• Disabled when no transactions selected
• Green when transactions are selected

Report Tables

Grouped by Payment Type:

• Each payment type (Cash, Check, Credit Card, etc.) shows in separate table
• Tables display:
  • Checkbox column for approval
  • Company code
  • Reference number
  • Type
  • Status
  • Terminal info
  • Device name
  • Date and time
  • Subtotal amount
  • Surcharge amount
  • Total amount
  • Applications info

Footer Row (per table):

• Shows totals for: Subtotal, Surcharge, Amount

Row Actions Menu (three dots)

Available options:

• Edit Applications
• Unapprove Payment (only if already approved)
• Delete Payment (only if manually entered)

Checkbox Behavior

Header Checkbox:

• Selects all unapproved transactions in that payment type table
• Shows intermediate state when some selected

Row Checkboxes:

• For unapproved: adds to selection count
• For approved: opens unapproval confirmation dialog

What Happens When You...

Change Company or Date:

1. Adjust dropdown/picker values
2. Click "Apply Filters"
3. Tables reload with new data

Select Transactions and Click Approve:

1. Button shows count: "Approve [number]"
2. Click button
3. Selected transactions update to approved status
4. Page refreshes
5. Selections clear

Click Row Menu → Unapprove:

1. Confirmation dialog appears
2. Dialog asks: "Are you sure you want to unapprove this payment?"
3. Clicking "Unapprove" removes approval status
4. Transaction becomes selectable again

Click Row Menu → Delete:

1. Confirmation dialog appears
2. Clicking confirm removes transaction
3. Page refreshes