Mapping Tool: Manage POS Accounts

Prev Next

POS Accounts are managed from the POS Accounts tab of the Mapping Tool. The POS Accounts tab displays all POS Accounts and can be filtered by account type, unmapped status, or by a specific search term. Each account entry includes key details and alink to the associated Daily Sales Summary where the account originated.

Users can update account settings from the POS Accounts tab as needed.


Update POS Account Settings

POS Account settings can be updated by opening up the desired POS account details.

To do so, navigate to the POS Accounts tab of the Mapping Tool and filter the page to locate the desired account. The list can be filtered using the Search Bar or by selecting one of the following views:

  • All - Displays all POS Accounts.

  • Unmapped - Displays only unmapped POS Accounts.

  • Sales - Displays only Sales Accounts.

  • Payment - Displays only Payment Types.

  • Job - Displays only Job Titles.

When the desired account appears in the list, double-click the account line item to open the Edit sidesheet.

 

From the Edit sidesheet, users can update the following settings based on the selected POS Account Type:

  • Payment Type

    • GL Account

    • Payment Group 

    • Credit Card Group (appears only when Credit Card Combined is selected as the Payment Group)

    • Customer (appears only when House Account is selected as the Payment Group)

    • Exception Checkboxes (Payments flagged as Exceptions appear on the Flash Report)

      Learn more about the available Payment Type settings.

  • Sales Account

    • GL Account

    • Sales Account Type

      Learn more about the available Sales Account settings.

  • Job Title

    • GL Account

      GL Accounts are assigned to jobs on the Job record.

The account Information provided can only be viewed as these are details brought in from the POS. Any updates made to the POS account settings should be saved before closing the sidesheet.