The screenshot below shows a number of MyCleanPOS system options that can be selected. We will now select the ‘Postings’ icon below and follow with other options and reports in the ‘Select Station’ section of the manual.
As shown below postings are invoices that are to be posted to an accounting system. Postings can be by single invoice ,or, batch basis;
As shown above individual invoices can be selected and transferred from the the MyCleanPOS system to XERO accounting system one at a time.
Batch – This will create a Batch Invoice and it will continue to add individual invoices to the batch until the batch is CLOSED. Once the batch is closed the batch number increments and the new invoices are added to the new batch number.
Post – Once a batch is closed it can be Posted to accounting system as a single invoice which will contain all of the invoices in the batch as line items in the invoice and the total will be the total of all of the invoices.
If you do not use Xero or you do not have Xero Integration setup you can manually create the invoice in your accounting system and flag the invoice as posted. This will allow you to keep track of which invoices have been posted to your accounting system and which invoices/batches have not been posted to your preferred accounting system.
Post your comment on this topic.