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How does the Calculation feature work? How can I create a manual entry line item in POSLink?

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gettech
Post subject: How does the Calculation feature work? How can I create a manual entry line item in POSLink?
Posted: Thu Jun 16, 2016 11:52 am
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Joined: Wed Jan 11, 2012 5:56 pm
 
If you need a calculated amount in POSLink on a recurring basis (ex. manual deposit, paid out, credit card fees, etc.) you can create a "Calculation" and add, subtract, multiply and divide any amounts imported or use a constant. You can even create a "zero calculation" (ex. "manual variance") you want to adjust yourself on the Daily Sales Summary window.

To create a Calculation:
  1. Open Financial Location Setup (Setup > POSLink)
  2. Select a location
  3. Click on the Calculations Tab
  4. Click on the "New" button (highlight #1 in the image below) to create a new calculation.
  5. Enter a Description for the calculation and then select a Category, Account, and Typical Entry (highlight #2).
  6. Click the Expansion button (highlight #3) to open the Financial Calculation window.
    On the Financial Calculation window (example: "Zero Calculation"):
    1. Click the "Constant" button (highlight #4) to add a constant to the calculation.
    2. Select "Add" as the Operation (highlight #5).
    3. Enter a Constant value of "0.0001" (highlight #6)
    4. Click the OK button to return to the Financial Location Setup window.
  7. Click "Save" at the top of the Financial Location Setup window to save your changes.
  8. When you import under the Daily Summary window your new calculation will show up in the category you selected above with a $0.00 amount. You can change the amount as needed before transferring the day.

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