The Cash-Out Report generated from within Solid Sales Pro™ is intended to report all invoices, credits and payments created at the end of a work period (day or trip).
After each day of work, establishing a day-end procedure will help reconcile the work done for that period and help to safeguard that work from being lost or tampered with. The proper reporting will be generated by printing the Cash-Out Report and syncing the mobile. The mobile's transactions will be saved permanently into the Solid Route Accounting™ business system.
Note: Regardless of whether the cash-out is completed, the transactions will still be saved to the management console.
Note: If voiding of transactions has been enabled, only cashed-out transactions are exported to the ERP system; if not, all transactions are exported regardless of cash-out status. For more information, see Article #304 How to Enable Voiding of Transactions.
Generating the Cash Out Report from In Solid Sales Pro™
On the Main Menu inside Solid Sales Pro™, select [Day/Trip End Cashou]. The 3100 Cashout screen will list all the transactions they created since the last cash out.
Using [Finalize], Solid Sales Pro™ will sync the data to the server and display the 3110 Cash Out View screen, where you can print or email the cash-out report by tapping on [Print] or [Email].
Note: This report contains financial information; it can only be emailed to the "Cashout Email Address" defined in the Settings.
Viewing and Reprint Cash Out Reports
- From Solid Sales Pro™:
- To view or reprint previous Cash-Out Reports, select [View Cashouts] from the Main Menu
- Select the cashout to view or reprint from the 3120 Cashout List screen.
- From SolidRouteAccounting.com:
- Navigate to [Transactions / Cash Out]
- Select the desired Cash Out Report.