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Mary

Mary Gilmore

mary@xsitegroup.ca

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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

946 Views 1 min

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:

720 Views 1 min

How do I edit taxes at the department level?

Published November 28th, 2024 by Mary Gilmore

  To edit taxes at the department level, follow these simple steps: Navigate to ‘Price Book’, select ‘Items’ and then select ‘Departments’ Locate the department in the list and check the taxes column to see if GST/HST is applied Select the department you want to adjust in the ‘Name’ column In the additional options section, find the taxes setting In

200 Views 1 min

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

90 Views 1 min

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

780 Views 1 min

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

1118 Views 1 min

How do I edit taxes at the item level?

Published November 28th, 2024 by Mary Gilmore

To edit taxes at the item level, follow these simple steps:  Navigate to ‘Price Book’, select ‘Items’, and then select ‘Items’ Locate the item you want to adjust taxes for and select its PLU number  In the ‘Choose Tax’ row select the taxes you want applied or deselect taxes to remove  Save your changes

150 Views 1 min

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

972 Views 1 min
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