Retail Back Office: Account Balance Report Settings

Navigation: Sign into the Back Office then select a Store. On the left-side Navigation Panel, click Settings. On the Settings page, under Reports click Account Balance.
          

The Account Balance page contains multiple fields to fill in.

1. Enter a value in each field (letters and numbers acceptable) for it to appear on the Account Balance report:
   
1. Paid Out, Refund, Deposit, Over/Shortage, Sales Open Items, Combo Discounts, Comp Discounts, HA and GC Recharge, Promo Discounts, Donation Discounts, and Loyalty Discounts.
   
   
   
2. Click Save. The confirmation ‘Account Balance Updated Successfully’ appears.
   

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