To open this report go to Reports from the Bravo Dashboard and select Fortis Alignment Report. This will make open up a new tab on your default web browser.
Fortis Alignment report provides up to date information about Fortis tender items and how they directly relate to transactions in Bravo. This report can be used to verify Fortis transaction totals before closing the store. Report can be used to troubleshoot issues. When working directly with Fortis it is helpful to reference the transaction as Fortis will see it with data items such as the Fortis transaction ID.
This report is a "Live" report when run for the current day. It is preferred that you run this report when workstations are not actively working on transactions. This report can only run for a single day. Usually ran for the current day, but can be run for previous days.
The report is separated in two sections with the Bravo data on the left and Fortis data on the right. The "Bravo Data" and "Fortis data" titles are just for display purposes of this article.
Index:
No Transaction Number:
There are two types of transactions that will show on the report that do not have a Bravo Transaction Number.
- Abandoned transactions are expected and not something to worry much about. Usually the result of a last minute change such as the customer changes their mind and wants to use a different card. This all happens from the tender screen of Bravo before a transaction is saved and therefore no transaction number is given to these transactions. Abandoned transactions should show in pairs where the sum total equals zero.
- Orphaned transactions are rare and need to be sorted out before closing the store. This report is a report of live and active data. Someone in process of creating a transaction will be reported as an "Orphan" until they save the transaction. Example of how a true orphan transaction can happen, if there is a power outage while processing a card through a card terminal. These are very rare, but what they cause is a charge on the consumer's card, but no transaction in Bravo. If you find an orphan and no terminals are in process of a transaction, call Fortis immediately. BLUEDOG - Phone: (772) 360-4646 - Email: support-fl@fortispay.co
Transaction:
Bravo has the transaction number that we are familiar with. Fortis have their own Transaction ID. It is possible to have multiple Fortis Transaction IDs for a single Bravo transaction as Fortis Transaction IDs are really Bravo tender line items. When discussing issues with Fortis, they will need the Fortis Transaction Id. Fortis has no access to the Bravo data.
Amount:
Both the Bravo and Fortis have a separate column to display the amount associated to the transaction these amounts should match. The total for the amounts is at the top of the report making balancing at the end of the day quick and easy. Comparing the amounts helps to determine if there are problems that should be resolved before the close of business.
Date & Time:
There is only one date and time column for this report. Bravo transactions are marked by UTC time, so for easy reporting and understanding we only included the date and time from Bravo.
Transaction Type:
Transaction type is the dividing line between Bravo and Fortis data. The Fortis transaction types are simplified to standards of the credit card industry. Any money coming into the store for a sale, pawn payment, layaway payment, etc is considered a sale. Refunds and voiding of a previous PIN debit transaction will be shown as a credit type transaction.
Payment Type:
The Payment Type is usually going to be seen as the card brand such as American Express or Discover, but could also include "debit" to generically reference debit cards. Bravo also has the Sub Total column so you can see just how much one type of card brand obtained.
Processor:
The "Processor" could be best described as where the card was processed. This column will have the name of the card terminal used to process the transaction through Fortis. This column could also include Buya or Mobile Pawn for online transactions.
