General Assistance


 

Closeout

Overview

A Close Out takes the total number of transactions done at a certain location for the day and creates a total of all the payment types in it. 

Instructions

  1. Navigate to Close Out on the left-hand menu
    CloseOut.png
  2. Select Close Summary or Close Detail
    chrome_2017-12-27_10-22-47.png
    • Note: A Close Summary will give you the total number of payment types. A Close Detail will also give you a list of all the transaction numbers. 
  3. Input the Transaction Date/Time you want to run for the Close Out
    chrome_2017-12-27_10-26-59.png
    • Note: If there are unclosed transactions from a previous date, CivicRec will notate this. CivicRec will list the oldest unclosed transactions by date.
  4. Select Receipt Location, Work Station, and Staff Members (if applicable)
    chrome_2017-12-27_10-24-52.png
  5. Select the Generate (blue file) button to save and run the report
    chrome_2017-12-27_10-28-08.png

 




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