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Credit Card Consolidation (Report)

27
Aug

The credit card consolidation report gives an overview of credit cards and accounts used within a certain time frame and lists actual and expected profit margins. 

This report is found under the Evaluations tab, if you cannot locate it there you will need to Edit Menu Entries. You may Filter the report by Org. Unit. Point of Sale, Cashier, and Date. Once you have made the desired selections click Update to refresh the results.  The report will list POS Names, Cashier Names, Accounts, Actual amount, Expected amounts, and any difference between.

You may click on one of the POS names for this additional drop-down menu, Edit Point of Sale, Account Transactions, End of Day Statements, Hierarchical Commodity Group Report, Payment Method Report, Receipt Journal, and Receipts.

You may also click on one of the Cashier names will allow for these additional options, Edit Cashier, Time Tracking Entries, Account Transactions, Balance Statements, Cashier Report, Discount Report, Payment Method Report, Receipts.

Moreover, you can select the highlighted Account names for these menu options, Edit Payment Method, Cashier Balance Report, and Receipts.

Finally, you may choose to export your report into PDF or Excel simply by clicking on one the buttons from the top of the page.