Break down surcharge revenue by terminal every week
Every Monday, WebRun opens Switch Commerce, totals last week's surcharge revenue by terminal and route, writes the full breakdown into a Google Sheets workbook, and checks the total against what QuickBooks has booked so any gap is caught early.
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How do I break down ATM surcharge revenue by terminal each week?
Every Monday, WebRun opens Switch Commerce and totals last week's surcharge revenue by terminal, route, and location owner. It writes the full breakdown into a Google Sheets workbook, highlights any terminal that dropped more than 10 percent, and checks the total against what QuickBooks has booked, so a revenue gap gets caught the same week it happens.
- A per terminal revenue breakdown lands in Sheets every Monday instead of at month end
- A terminal that drops more than 10 percent gets flagged the same week, not the same quarter
- Switch Commerce and QuickBooks totals are checked against each other automatically every week
Built for independent ATM operators · ATM route managers · ISO ATM deployers · ATM company bookkeepers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
switchcommerce.comin a real browser with your saved login - no setup, no API keys. -
1
Switch Commerce - total last week's surcharge revenue
switchcommerce.com How to Automate Switch Commerce
WebRun opens Switch Commerce to total last week's surcharge revenue. - Open the Surcharge Revenue report in Switch Commerce and pull last week's totals by terminal
- Roll the terminal totals up by route and by location owner
- Note each terminal's surcharge rate and transaction count alongside the revenue
Done when Last week's surcharge revenue is captured for every terminal, route, and location owner.
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2
Google Sheets - build the per terminal breakdown
google.com How to Automate Google Sheets
WebRun opens Google Sheets to build the per terminal breakdown. - Add a row per terminal to the surcharge workbook with revenue, transaction count, and rate
- Update the route and location owner subtotals for the week
- Highlight any terminal whose revenue dropped more than 10 percent from the prior week
Done when The surcharge workbook is updated with every terminal's weekly numbers and any decline highlighted.
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3
QuickBooks - reconcile against booked revenue
- Open QuickBooks and pull the surcharge income booked for the same week
- Compare the booked total to the Switch Commerce total from the sheet
- Note any gap between the two totals for your bookkeeper to review
Done when Last week's Switch Commerce surcharge total has been checked against what QuickBooks has booked.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it fix a mismatch between Switch Commerce and QuickBooks itself?
No. WebRun only flags the gap between the two totals. Deciding whether it's a timing difference or a booking error, and correcting it, stays with your bookkeeper.
How far back does the terminal comparison go?
Each terminal's weekly revenue is compared to the prior week only, so a highlighted drop always means something changed recently, not a slow drift you would need months of history to spot.
Can I see revenue by location owner, not just by terminal?
Yes. The Google Sheets workbook rolls terminal totals up by route and by location owner, so you can see a single host business's total alongside the terminal level detail.
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