Did you know that you can customise your Day Sheet Report to display specific customers?
By default your Day Sheet Report will only display your Merchant Debtors and Drive Off Account, however you can set up Beacon to display individual accounts, allowing you to keep a close eye on certain customers.
Setting a customer to display on your Day Sheet Report
1. Open your customer in Change Mode by clicking Customers > Customer Maintenance > Change and selecting your customer
2. On the left hand side, tick the box next to 'Display on daysheet' and Click OK (note: Clicking ok saves your changes, if you do not click ok your selection will not be saved)
RACV ROYAL PINES RESORT Tuesday 5th - Thursday 7th March 2024
This is the third and final article in our three-part series 'Handling Cash in your Business', focusing on investigating a cash or media variance.
This is the second article in our three-part series 'Handling Cash in your Business', focusing on best practices for your Shift Reconciliation.
We are thrilled to celebrate this milestone with one of our longest-standing partners, Pegasus Petroleum.
This is the first article in our three-part series 'Handling Cash in your Business', focusing on best practices at the Point of Sale (POS).
Backing up your Beacon Data is critical to your business.
Are you backing up correctly?
Further reporting detail on Contract Sales
Streamlining your EOM processes