Loyalty Points and Accounting

[Jesse]

@pauln

Yah - Calvary arrived!, Ok so whats the difference between an Account Transaction and a Account Transaction Document?

Account Transaction typically is used inside a ticket.

Expenses and Payouts - Method K:Bank Deposits

Here is a quick tutorial continuation for a method of accounting. This method works best to track money taken from the cash drawer nightly to be deposited to the bank. The picture below shows a deposit of 100% of the drawer you can however leave money in the drawer and it will show in the cash Balance. Can also setup Credit account to deposit as well however I would advise doing the deposit only after you know how much the credit processor actually deposited. I will explain in a later tutorial…

Expenses and Payouts Method K: Supplier & Utility Payouts

This tutorial will show how to handle Supplier and Utility Payouts. This is continuation of my previous Method K tutorials. DISCLAIMER: This is setup to use the Bank Account as the primary source it is not setup for paying out of Drawer. See Expenses and Payouts Method K: Bank Deposits for explanation of the Bank Account setup. Overview of the process flow: [image] Create the Account Type: [image] Create the Accounts: [image] Create the Account Screens: [image] Supplier Account…