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Posted by MIke

Money routing

Hi,

1.---

I set the till to transfer card payments to the Current (bank account) after cashing up, but if I'm checking:

Finances->Accounts

I can see that all payments are on till account. How can I change it? We can't get quick information how much many we have in the till.

2.---

I made a purchase and I checked "paid" option but I can't find this information in any reports. I can't check from which account I made a payment as well.

Posted by John

Re: Money routing

MIke said:

1.---

I set the till to transfer card payments to the Current (bank account) after cashing up, but if I'm checking:

Finances->Accounts

I can see that all payments are on till account. How can I change it? We can't get quick information how much many we have in the till.

Here is where you can setup payment account routing:

http://easify.co.uk/help/hs260.aspx

MIke said:

2.---

I made a purchase and I checked "paid" option but I can't find this information in any reports. I can't check from which account I made a payment as well.

Please take a closer look at the Cashbook.

http://easify.co.uk/help/hs940.aspx


Happy to help - John (Easify Support)

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Posted by MIke

Re: Money routing

Thank you for information.

One more question:

We have a problem with money control if we pay for receipts from the Till by cash. Before cashing up the amount on the till account is correct. But while cashing up the amount of money which should be in the till is showing incorrect. And on the end of the day we have always information that we have discrepancies.

E.g. if we paid from the till 5.99 we will have got discrepancies in the same value after cashing up the till.

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