USCS Operations Command Center

Applications received

Approved

Approved monthly volume

Equipment cost

Accounts by processor

approved accounts

Daily activity, applications submitted per day

Merchants this month

Tap a MID or a status to edit it in place. Everyone works on the same live records and every change logs automatically.

Merchant	MID	Agent	Day	Est. volume	Status	Processor

New applicationOne form, merchant and equipment

Upload MPAAttach the application PDF

Add equipmentMultiple lines, costs auto fill

Add expenseBusiness or merchant linked

New application

Everything for one merchant in one pass: application details, every piece of equipment as its own line, and the MPA attached. Prototype data lives in memory and resets on reload; SharePoint makes it permanent.

DBA

Legal name

Merchant email

MID

Application date

Agent

Processor

PCL / FDGML

Application status

Monthly volume

High ticket volume

Pricing program

Subscription scoreUnlocks when processor is PCL or FDGML

Upload MPAPDF MPAs are read automatically to fill DBA, legal name, volume, and email

Supporting documents

Add file

Stored on the merchant when the application is saved

Equipment, add as many lines as the merchant needs

Terminal type

Qty

Equipment costPrefills from the master, edit if this order differs

Equipment program

Equipment paid by

Invoice

Invoice status

Agent funding $

USCS funding $

Refund amount $

Shipping costPrefills from the master, edit if this order differs

Shipping paid by

FedEx cost, actual

Dropshipping

Serial numbers

+ Add another serial

Tracking number

Installed by

Install payment

NEEDS REVIEW: this line is missing an equipment or shipping cost. Enter one, or the line saves flagged; nothing gets guessed.

All merchants

Merchant	MID	Agent	Email	Month	Est. volume	Status

Add a note

Open items

Merchant	Category	Note	Added

Click a row to open the merchant. Clear removes the note once it is handled.

Onboarding & Installation

Open work shows every merchant still waiting on a delivery or an installation. Delivery and installation are tracked separately, so a delivered package never marks a merchant installed.

Installments by employee

Employee	Installs	Unpaid

Live from the Equipment installer field on each merchant. Set the installer on an application or profile and it appears here.

Select an employee

Merchant	MID	Agent	Equipment	Payment

Application record

DBA

Legal name

Merchant email

MID

Application date

Agent

Processor

PCL / FDGML

Equipment installer

Installed

Install payment

Dropshipping

Processing

Monthly volume

High ticket volume

Pricing program

Pricing

Subscription score

Application status

Equipment

Terminal	Qty	Program	Cost	Ship	FedEx actual	Dropship, our cost / charged / net	Monthly	Paid by, equip / ship	Funding, agent / USCS	Invoice	Refund	Serial	Tracking

Documents and notes

MPAUpload

Documents

Upload document

Recurring obligationsNone on record

Activity

Shipments

Installation

Financial summary

Activity

Search results

Month	Merchant	MID	Agent	Volume	Status

Account Status Lookup

Merchant	MID	Agent	Status	Month	Est. volume	Processor

Price sheet, 9/30/26, live from the Equipment Master

Everything an employee needs to quote: purchase, shipping, and 48 month subscription. Management edits the master; this page just reads it.

Shipping costs by device, 10/19/26

Shipping is per unit. Two Clover Minis ship at $78.

Item	Category	Purchase	Shipping	Subscription /mo (48)	Notes

Agent Directory

Omaha Code	North Code	First Name	Last Name	Email	Phone	ISO Name

USCS Inventory

Item	Serial Number	Terminal	Display	Printer	Hub / Starter Kit	Status	Merchant

Pending Deliveries

Packages come from the tracking numbers on each merchant's equipment lines. A package stays here until delivery is confirmed or it is closed with a reason. Rows in red are overdue or have a delay or exception. A missing estimated delivery date is never counted as overdue.

Merchant	Equipment and serial numbers	Carrier and tracking	Ship date	Est. delivery	Status	Days	Assigned	Last update	Update

Shipment notifications

Export all data

Everything in the tracker, pulled straight from the live records: every merchant and month, every equipment line, residuals, overrides, subscription funding, salaries, other expenses, FEP accounts, cancelled accounts, USCS inventory, and the full month by month money statement. This tab is available to Jaclyn Cipolla, Jaclyn Kuzara, and Chad Sucato.

The Excel file is for reading and analysis. The backup file is the full raw data and is what Restore backup on the Finance page accepts, keep one somewhere safe on a regular basis. Uploaded MPAs, supporting documents, residual reports, and the residual workbook are stored separately and are not inside either export.

Financials are restricted

This tab needs its own passcode.

Change Financials passcode

Where USCS stands

Download backup · Restore backup

Total money in

Total money out

USCS net profit or loss

Processing volume

Money out vs money back

Month	Money out	Money back	Net

Going out

Coming back

Calculated live from every equipment line, install, and refund. Equipment with no payer set counts as USCS money out, the same way spend has always been counted. Click a month row to see its breakdown.

Monthly profit and loss

Category	Revenue	Expense	Net

Follows the month selected above, pick YEAR TO DATE for the year. Every figure aggregates the same ledger as the statement.

Residuals

Open

Subscription funding

Open

Employee salary

Monthly employee cost Edit by employee and month

Other expenses

Open

Finance overview

Needs Review

Date	Merchant	Type	Priority	What changed	Employee	Impact	Status	Actions

Top agents by approved volume

Open

Dropshipping P&L

Open

Equipment

Open

Shipping

Open

FEP program

Open

Finance data health

Open

Cancelled accounts

Open

Advantage program

Our cost

Equipment cost billed

Advantage cost, what we absorb

Advantage equipment lines

Our cost is what USCS pays for the hardware, equipment cost is what gets billed. The difference is what the Advantage program is costing us.

Installment costs by month

Month	Installs	Cost at $35 each

Counts every merchant with an Equipment installer recorded in that month. The Installments tab shows who did each one.

Month by month figures

Monthly volume processed

Terminal equipment cost

Terminal shipping cost

FedEx cost, actual

Installment cost, $35 each

FEP equipment cost

FEP monthly total

Dropshipping, our cost

Dropshipping, actually charged

Dropshipping net, made or lost

Residual P&L, income minus payouts

Purchase cost total

Advantage cost total

Total month spend

YTD spend through this month

Year at a glance

Month	Volume	Money in	Money out	Net	YTD in	YTD out	YTD net

Every figure aggregates the same ledger as everything above. A month marked pending has no residuals entered yet, so its net is not final. Click a month to focus the whole page on it.

Command Center

Applications and approvals by month

Accounts by processor

Daily activity, applications submitted per day

Merchants this month

New application

Equipment, add as many lines as the merchant needs

All merchants

Add a note

Open items

Onboarding & Installation

Select an employee

Who can mark installs

Agent access to this page

Application record

Processing

Equipment

Documents and notes

Shipments

Installation

FEP program

Financial summary

Activity

Search results

Account Status Lookup

Price sheet, 9/30/26, live from the Equipment Master

Agent Directory

USCS Inventory

Pending Deliveries

Shipment notifications

Export all data

Financials are restricted

Change Financials passcode

Where USCS stands

Money out vs money back

Monthly profit and loss

Residuals

Subscription funding

Employee salary

Other expenses

Finance overview

Needs Review

Top agents by approved volume

Dropshipping P&L

Equipment

Shipping

FEP program

Finance data health

Cancelled accounts

Advantage program

Installment costs by month

Month by month figures

Year at a glance