Juno Portal: best practices

Overview

Once you're comfortable with the basics of the Juno Portal, these practices help you work faster and catch issues earlier — for investigating a transaction, reviewing daily activity, closing the month, and managing multiple properties.

Applies to

What you'll achieve

You'll pick up habits that make everyday tasks in the Portal quicker and reduce the chance of something being missed at month-end or across properties.

Investigating a transaction

• Always filter by property and date range before searching — it narrows the result set and speeds up the lookup.
• Use the lifecycle view rather than relying on the status field alone — the lifecycle shows every event and explains how the final status was reached. 
• If a status looks unexpected, confirm whether all events have arrived before escalating. 

Reviewing daily activity

• Start with the Dashboard to get the headline figures before drilling into individual transactions. 
• Watch the completion rate — a drop here is usually the earliest signal of a terminal or gateway issue.
• If completion rate drops, ask Juno Intelligence which terminal or property is affected before investigating manually.

Month-end close

• Apply the date filter to the exact billing period 
• Flag unmatched transactions early rather than waiting until close, to leave time for investigation.

Multi-property groups

• Review properties individually before switching to the combined view — an anomaly at one property can mask normal activity at others.
• Use department filters to separate revenue by outlet within a single property.
• Use Juno Intelligence for cross-property comparisons rather than switching between views manually.

Need more help?

If you'd like help setting up a routine for your finance or operations team, or these practices don't quite fit how your properties are structured, contact 934 Support through Help & Support in the Portal or at support@weare934.com.