The closing process refers to the moment when you collect payments for the machines. There are two ways to complete a closing: automatically (scheduled) or manually (on demand).
Scheduled Closing: The scheduled closing feature allows you to effortlessly review your daily business performance. With just a few clicks, you can generate a comprehensive report detailing all the key information you need - your total sales, cash flow, and even a breakdown of transactions by machine and user.
On Demand Closing: Customers can perform a manual closing when collecting money from individual machines or a group of machines. This can be done throughout the day whenever money is collected. The manual closing report can then be sent via email or downloaded in various formats like PDF, CSV, or Excel.
Scheduling Automatic Closings (scheduled)
To set up an automatic closing, follow these steps:
1. Go to the Admin section and select Task Scheduler (Admin → Task Scheduler):
2. Find the task called "Close Accounting" and click on Edit (Pencil Icon) to edit:
3. In the Frequency section, select the frequency that you would like to run the report automatically:
4. Select the day and time that you would like to run the task automatically and receive in your email:
5. In the Add User section, select the users who will receive the closing report by email, click on “Select User to Add”:
6. Go to Save and click on Save Task to conclude:
Result:
In our example, a weekly close accounting report will be sent by email to the users added on the task, every Monday at 6AM.
Scheduling Manual Closings (On Demand)
To create a manual closing, follow these steps:
1. Navigate to the Accounting section and select "New Cashbox Pull" (Accounting → New Cashbox Pull):
2. Select the machines from which you are collecting:
3. Select the Pull Time and click on Save Pull:
4. The full report will appear on the screen:
5. You can download it in PDF or any other available format:
How to Roll Back the Last Closing Report
In some situations, it may be necessary to roll back a closing report, such as when there has been an error in the closing time. Here are the steps to perform a rollback in a closing report.
1. Navigate to the Accounting section and select "Closings" (Accounting → Closings):
2. Click on "Roll Back Last Closing":
3. Confirm the rollback in the pop-up:
4. Once the rollback is performed, the last closing report will disappear and the system will take the previous closing report as the reference for the count.
Note: In case of any issues with the link to reset the password you can reach our customer care in one of the following channels:
Facebook Messenger: Chat with us (https://m.me/EasyLinx) on Facebook Messenger and easily share files for quick customer care .
Customer Care Tickets: Create a ticket here (https://support.easy-linx.com/hc/en-us) and attach files like videos, audios, and images to get personalized assistance.
SMS: +19549533878
Email: support@easylinx.zendesk.com
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You can also watch this video to understand this document better:
How to Create a manual and scheduled closing
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