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Mary Gilmore
mary@xsitegroup.ca
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How do I create a daily reconciliation?
Published February 23rd, 2022 by Mary Gilmore
How do I creat e a day en d report? Locate and click on the Daily Reconciliations tab under the Fuel/Shift heading in the side menu Select the site from the drop down tab at the top labeled SITE Click the ALL button to the right of the SITE button Selected the date range by clicking on each line and selecting from the drop down calendar Click on
Before Your First Fuel Reconciliation
Published March 8th, 2022 by Mary Gilmore
Before you begin creating your daily reconciliations on the fuel and financial module, please watch the following video: You will need to make sure you have spoken to someone from our support team in regards to your fuel configuration before you begin processing your day ends. Some of the following information will be important to have on hand when
How do I edit taxes at the item level?
Published November 28th, 2024 by Mary Gilmore
Introduction If you need to apply or remove GST, HST, or other taxes for a specific product, you can do it right from the item’s page in XSite. Use this guide to quickly update tax settings at the item level. Step-by-Step Instructions Go to Price Book in the side menu, then click Items, and select Items again. Find the item you want to update and cl
How do I edit taxes at the department level?
Published November 28th, 2024 by Mary Gilmore
Introduction If you need to apply or remove taxes like GST or HST for certain products, you can do this by editing the department settings. This guide shows you how to quickly find and adjust tax settings for any department in XSite. Step-by-Step Instructions Go to Price Book in the side menu, then select Items, and click Departments. Look through t
How do I change my password?
Published February 6th, 2025 by Mary Gilmore
If you have FORGOTTEN your password, you will need to contact us at 1-888-346-0864 to reset it. Go to Settings and select Users. Find and click on the username for which you want to change the password. Click the green "Change Password" button at the top of the screen. Enter your current password, then type and confirm your new password. Click "Chan
Gilbarco Passport Document Generation
Published December 14th, 2022 by Mary Gilmore
Under “Interface Format”, select “XML v 3.4” from the dropdown list and change the “Process [1] item records then pause for [30] milliseconds to [300] milliseconds. Under “Generation Options” check the following options ONLY: Generate Acknowledgement Files, Generate Transaction Level Detail (PJR) Note: Turning this feature on generates PJR files
How do I add a fuel delivery?
Published February 23rd, 2022 by Mary Gilmore
When creating your daily reconciliations, you may come across a day where you have to add in a fuel delivery. First, make sure you have a supplier in your system that is tagged as a 'fuel delivery supplier'. Next, you can add in a fuel delivery quite simply following the steps outlined in this video:
How to back up your Passport POS
Published December 14th, 2022 by Mary Gilmore
To back up your Passport POS, you must first have a USB drive or a C/D drive that you can use to store the backup file. On your passport click Setup -> Passport Backup Store -> Extraction Tool -> Export Data -> Select Data to export -> Next -> Select Destination -> USB or C/D drive Your backup of your store data from your Passpo
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