web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics RMS (Archived) / Credit card settlement...
Microsoft Dynamics RMS (Archived)

Credit card settlement report

(0) ShareShare
ReportReport
Posted on by Inandoutbeerguys 75

Hello, I'm curious if anyone know show to create a credit card settlement report?  Not the tender reports or the crystal register report, but to recall and print the data shown when settling the daily credit card batch.  And if anyone knows how to set up for auto settle that would be very helpful.  Thanks!

*This post is locked for comments

I have the same question (0)
  • Community Member Profile Picture
    Community Member on at

    Manager program:

    Reports -> Miscellanous -> Electronic Draft Capture Detailed

    It might need to be run from a POS station and not a back office computer.

    Andrew

  • Inandoutbeerguys Profile Picture
    Inandoutbeerguys 75 on at

    awesome thanks!  I was looking on back office manager.  I really appreciate it.  you dont know of any way to set up auto settle, huh?

  • Community Member Profile Picture
    Community Member on at

    It's idiotic that one would have to go to a POS station for an EDC report. We're less than a week into our RMS system and have a lot to learn yet. I don't know if there's a way to enable that report from a non-POS computer (other than paying another POS license), it's seems a no-brainer that it should be available to a bookkeeper on a back office computer. But that menu item is definitely missing on our office computer. (I'm checking with our consultant/installer group.)

    Our consultant said last week that there is no way to auto-settle. That seems dumb too.

    A couple of things for Microsoft to add to RMS soon, I hope.

    Andrew

  • Community Member Profile Picture
    Community Member on at

    There is work-around for the "no report" problem for the office computer.

    Go to the Admin program, go to Configure (first drop down menu) and enter in your credit card processing info (fill in all the tabs). Once that's in, restart your computer and the EDC report should show up in Manager for that computer.

    When you copy down the processing info from a POS station, make sure to change the terminal number to an unused number and one you' ll never be likely to add in the future.

    Just make sure not to try to run any CC transactions on that computer!

    It's stupid to have to do this, but at least it works.

    Andrew

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics RMS (Archived)

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans