The Cash-Out Report generated from within Solid Sales Pro™ is intended to report on 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. By printing out the Cash-Out Report and syncing the mobile, the proper reporting will be generated. 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: In the case where 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 0000 Main Menu inside Solid Sales Pro™, select [Day/Trip End]. The 3100 Cash Out screen will list all the transactions they created since the last cash out.
Using [Finalize], Solid Sales Pro™ will sync the data to the cloud and then display the 3110 Cash Out View screen from where you can print or email the cash-out report by tapping on [Print].
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 re-print previous Cash-Out Reports, tap the [List] button on the 3100 Cash Out screen
- From SolidRouteAccounting.com:
- Navigate to [Transactions / Cash Out]
- Select the desired Cash Out Report