Updated Account Balance Report

Updated Account Balance Report

Introduction:

The new fields should be included in Back Office (Account Balance) and this will be reflected in Account Balance report.

Requirement:

·         The new fields should be included in Back Office (My Store>> Settings>> Report Settings>> Account Balance) and this will be reflected in Account Balance report.

Implementation in BO:

Page Navigation: Log into My Store>> Settings>> Store>> Report Settings>> Account Balance

Here, the new text box will be included for the below given

·         Sales Open Items

·         Combo Discounts

·         Promo Discounts

·         Donation Discounts

·         Loyalty Discounts

·         Tip/Gratuity (existing Gratuity text box should be renamed as Tip/Gratuity)

The user will be able to enter the code for the newly created text box (Sales Open Items, Combo Discounts, Promo Discounts, Donation Discounts, Loyalty Discounts, Tip/Gratuity)and then click on “Save” option. Upon saving, the codes will be saved and reflected in the Account Balance report.

Here, there is no character restriction limit and special characters. Alphanumeric will be accepted.

The code that are entered in the newly created text box will be reflected in reports page.

Page Navigation: Log into My Store>> Reports>> Account Balance

In Account Balance Report, the added new fields (code) should be reflected in Account column where Debit and Credit calculations are configured already. The sample screen is shown below

 

    • Related Articles

    • Comp Discount Added in Account Balance Report

      Introduction: This document explains about the new field “Comp Discount” should be included in Back Office (Account Balance) and this will be reflected in Account Balance report. Requirement: ·         The new fields “Comp Discount”  should be ...

    • Employee at Account Level

      Requirement: An option to create centralized user to login and access different stores with the unique pin. Implementation in Back Office:       1)      PIN Setup: Page Navigation: My Enterprise >> Account Users         “Enable POS Login” option ...

    • Membership Report

      Implementation of Summary Report in back office: Page navigation: Ø  This report displays the details of allowance, debit from the allowance, available balance of a Customer when the payment is made using the membership plan. Ø  It has the following ...

    • Membership Current Balance in the Receipt Print

      Implementation in Back Office: Page Navigation: My Stores >> Settings >> Store >> Printers >> Front End Receipt Template.   An option “Show Membership Balance” should be included in the Order Summary section of the Front-End Receipt.   By default, ...

    • Enterprise Level Payroll Report

      Requirement: An option should be included to export the employee payroll report in different format to upload to sage 300 software. Implementation in Back Office: Page Navigation: My Stores >> User Management >> Role              A new field “Role ...