Main switchboard and full data entry suite prototype.
Date: --Time: --
User Login
Start the system by signing in, then open the main switchboard.
Darrell is configured as the owner/admin in this prototype. Workstation, roles, and security options belong under Administrative Functions for privileged users.
Welcome back, Operator.
Choose a workspace to continue your day.
Choose a workspace
Open the area that matches the task you need to complete.
Data Entry Processing
Use the following options to perform your daily transaction entry functions.
Data Entry Menu
Based on the Access data entry menu
Client Maintenance
Upload the client list, pick a client on the left, and edit the selected record on the right.
Client List & Editor
Upload, search, select, and edit client records in one workspace
Client Pick
Select a client to load their details.
3 Clients
Client Details
Edit the selected client record.
Ready
Enter / Edit Transactions
Select a transaction above, then edit its line items below.
Sort clients:
TransactionsSelect the transaction you are editing.
Machine Ref
Service Date
Time
Client
ART?
Senior Disc?
GSD Total
Tx Total
Paid By
Tx Paid
Cust Name
M0900028188
2026-07-23
14:22
✓
$0.00
$20.00
Acct
$0.00
M0900028187
2026-07-23
13:59
✓
$0.00
$8.00
Acct
$0.00
M0900028181
2026-07-23
13:27
✓
$0.00
$26.00
Mastercard
$26.00
Extra Information
Line ItemsLine items update automatically as you edit.
Qty
Service / Product
Notes
Govt Charge
Svc Charge
GST
GST?
GSD?
Govt Today?
Line Total
Govt Ref Num
$20.00
$0.00
POST retrieves *.rsgdata files from GOA, then loads POS Code, Government Reference, and Machine Reference data into transaction lines.
Payments
Select two or more transaction lines to merge.
Altafacts Search & Registry Inc
#100 - 2417 - 51 Ave SE Calgary, Alberta T2C 0A2
PHONE: (403)235-7899 FAX : (403)235-7889
E-MAIL Address: search@altafacts.com
Web Site Address: www.altafacts.com
Invoice
Invoice Date:
Invoice Ref #:
Counter Clerk:
Client Name:
Client Contact:
E-mail Address:
Client Number:
Ordered By:
Client Phone No:
Client Fax No:
Deliver by:
Service Details:
Qty
Service Description
Govt Ref Num
Service Charges
GST on SVC
Line Total
Seniors disc
Paid By:
Total All Transactions:
Accounts Receivable Payments
Date-range payment listing with machine reference and apply-payment workflow.
Payments
Based on the payments screen
Service Date
Client Number
Service Details
Paid By
Cheque Num
Amount Paid
Machine Ref
Locked
AR?
2026-07-22
PS Cargo Terminals Inc
Payment - Thank You
EFT
$52.00
M1000004120
No
Yes
2026-07-22
Norton Rose Fulbright Canada LLP
Payment - Thank You
EFT
$20.00
M1000004121
No
Yes
2026-07-22
Roman Real Estate (2009) Ltd.
Payment - Thank You
Cheque
2728
$442.00
M1000004122
No
Yes
Match Payments to Transactions
Assign open transactions to a selected payment and monitor the difference.
Assign Transactions to Specific Payments
Three-column match workflow
Match Payment Here
MachineRef
Service Date
PayAmt1
SvcDtls
M1000004122
2026-07-22
$442.00
Payment - Thank You
Transactions Here
MachineRef
Service Date
TxTotal
SvcDtls
M0900028181
2026-07-22
$26.00
Counter Sales
M0900028184
2026-07-22
$12.00
Southland Transportation
Applied Here
MachineRef
Service Date
TxTotal
SvcDtls
M0900028182
2026-07-22
$404.00
Applied to current payment
GSD Transactions Match to Govt Payments
Government reimbursement matching with service keys, reference numbers, and applied totals.
GSD Payment Matching
Government payment reconciliation screen
Match Payment Here
MachRef
SvcDate
PayAmt1
SvcDtls
F0500025380
2026-07-22
$20.41
Govt reimbursement
Unmatched Transactions
MachineRef
SvcDate
Svc Type
Service Key
Notes
GovtRefNum
TotalSD
F0500025380
2026-07-22
O-RENEW
148706-443
472992607004270
20.41
F0300050334
2026-07-22
V-RENEW2
LL5797
464272607005910
25.5
M1000004137
2026-07-22
V-CANCEL
SDY08
465222607002300
3.75
Applied Here
MachineRef
SvcDate
Svc Type
Service Key
Notes
GovtRefNum
TotalSD
F0200047908
2026-07-22
V-RENEW2
CSH6125
472992607005040
25.5
Produce Reports
Select the report you want, load the proper parameters, and choose the output location.
Reports Switchboard
Based on the Access reports screen
Available Reports
#
Report Name
Use
1
Daily Cashout Summary (Current Info ONLY!!)
Current information only
2
Transaction Details
Detailed line review
3
Incomplete Transactions List (Against current info Only!!)
Against current info only
4
Daily Transaction Payment Breakdown
Daily tender audit
5
General Ledger Payment Summary
Accounting summary
6
Service Transactions Summary
Service totals
7
Service Summary by Payment Type
Payment-type grouping
8
Service Summary by Service Group
Service-group grouping
9
Transaction by Machine Ref / Invoice Number
Lookup and reconciliation
10
Time of Day Counts
Volume by time
11
Transaction Transaction Changes - Audit
Change tracking
12
Current Clients on System
Client listing
13
Transactions Detail by Date & Service
Date/service breakdown
14
Transaction Audit Log Summary
Audit summary
20
Report on GSD Transactions based on Date Range
Government transaction review
21
Client Activity Summary for Specified Time Period
Client activity
22
Accts Receivable - Client List
A/R roster
23
Accts Receivable - Client Transaction Details
A/R detail
24
Payment to Transaction Match
Matching report
25
Outstanding Transactions (Only when Linking Pymts to Trans)
Open transaction review
25
Accts Receivable - Aged Analysis
A/R aging
26
Accts Receivable - Client Statements
Statements
Report Parameters
Administrative Functions
Access-like admin switchboard for maintenance, controls, settings, and audits.
Admin Menu
Administrative control area
Admin Status
Operational overview
Active users
12
Roles defined
3
Unmatched codes
3
Pending audits
4
Quick Actions
Admin shortcuts
Users & Roles
Manage staff accounts, permissions, and access levels.
User Maintenance
Access-like control page
User
Role
Status
Password Reset
MFA
darrell
Owner / Admin
Active
Available
Enabled
Price List & POS Codes
Maintain approved service mappings and imported code matching.
Catalog Controls
Fixed catalog management
Service Key
Description
Registry Charge
Company Charge
Imported POS Code
Status
Action
Unmatched POS Codes
Imported POS Code
Machine Reference
Status
FTP / Import Settings
Receive incoming *.rsgdata transaction files, match their POS codes to the approved price list, then save the transactions and line items to the database.
Import Configuration
Inbound *.rsgdata workflow
Batch ID
Imported At
Rows
Matched
Unmatched
Status
No import batches have been run in this browser.
Payment Types & Tender Rules
Control tender options, defaults, and validation rules.
Tender Configuration
Payment controls
Tender Type
Enabled
A/R Allowed
Requires Reference
Default
Cash
Yes
No
No
No
Debit Card
Yes
No
No
No
Mastercard
Yes
No
No
No
Acct
Yes
Yes
Yes
Yes
Cheque
Yes
Yes
Yes
No
Receipts, Statements & Reports
Manage output defaults, layouts, and document behavior.
Document Settings
Output control
Audit Logs & System Maintenance
Review changes, overrides, matching actions, and maintenance tasks.
Audit Review
Sensitive activity log
Timestamp
User
Action
Machine Ref
Reason
2026-07-22 18:04
darrell
Override Record Lock
M0900028181
Corrected tender type
2026-07-22 17:07
manager
Resolved Unmatched POS Code
M1000004122
Mapped to approved code
2026-07-22 16:59
darrell
Applied Payment to Transaction
M0900028182
Daily A/R matching
Change Password
Update the signed-in user password from Administrative Functions.
Password Maintenance
Account security
Workstations & Security
Privileged admin area for workstation setup and login-related controls.
Security Controls
Admin-only configuration
Workstation
Location
Status
Assigned User
M09
Front Counter
Active
darrell
M10
Accounts Desk
Active
manager
Inbound POS FTP Settings
The receiver collects *.rsgdata files from one approved IP address.
Testing mode keeps imported *.rsgdata files in C:\web POS test. When live, successful imports move the source files to the Trash folder.
Merge Transactions
Select two or more machine references to combine.
Select at least two transactions.
Delete selected line item(s)?
This removes the selected line items from the current transaction. The transaction itself will remain.
Summarized Daily Totals
Totals for all transactions entered today.
Current Date --Current User darrell
Daily Total Including Payments Received on Account$0.00
