PANTHEON™ Help

 Toc
 PANTHEON Help - Welcome
[Collapse]PANTHEON
 [Collapse]Guides for PANTHEON
  [Collapse]Guide for PANTHEON
   [Expand]Settings
   [Expand]Orders
   [Collapse]Goods
    [Expand]Mass Printing
     Integration PANTHEON with WebShops
    [Collapse]Issue
      ER Diagram for Issue Documents
      Issue Scheme
     [Expand]Issue Document
     [Expand]Internal Issue
     [Expand]Collective Issue
     [Collapse]POSX invoices
      [Expand]Synchronization
       Lines Functions (Buttons)
       Reservations
       Balance
       Transition to POSX
      [Expand]Task Bar of POSX Document
       Documents Overview
       Course of work with POS module
       Keyboard Shortcuts
      [Expand]POSX Document Header
      [Expand]POSX Document Lines
      [Expand]Payment Form
      [Expand]Reports
      [Expand]Operations
      [Expand]POSX Settings
      [Expand]Cash Closure
      [Expand]Loyalty Program
      [Expand]Touch menu
      [Expand]Tables
     [Expand]Prepayments Received
     [Expand]TouchScreen POS
     [Expand]Own Use
    [Expand]Receiving
    [Expand]Single Administrative Document (SAD)
    [Expand]Transfer
    [Expand]Price change
    [Expand]Inventory count
    [Expand]Recurrent Invoicing
     Create Consignment Report
    [Expand]Prepare cash discount
    [Expand]Custom warehouses
    [Expand]Stock
    [Expand]Trošarinska skladišča
    [Expand]Material Movements
    [Expand]Income/Expense Comparison
    [Expand]Invoices Issued Report
    [Expand]Invoices Received Report
    [Expand]Value-Added Tax
    [Expand]Overview of Material Movement
    [Expand]Summary Reports
    [Expand]Refresh Stock
   [Expand]Manufacturing
   [Expand]POS
   [Expand]Service
   [Expand]Financials
   [Expand]Personnel
   [Expand]Analytics
   [Expand]Desktop
   [Expand]Help
   [Expand]Messages and Warnings
   [Expand]Additional programs
  [Expand]Guide for PANTHEON Retail
  [Expand]Guide for PANTHEON Vet
  [Expand]Guide for PANTHEON Farming
 [Collapse]User Manuals for PANTHEON
  [Expand]User Manual for PANTHEON
  [Expand]User Manual for PANTHEON Retail
  [Expand]User manual for PANTHEON Vet
  [Expand]User Manual for PANTHEON Farming
[Collapse]PANTHEON Web
 [Collapse]Guides for PANTHEON Web
  [Expand]Guide for PANTHEON Web Light
  [Expand]Guide for PANTHEON Web Terminal
  [Expand]Guide for PANTHEON Web Legal
 [Collapse]User Manuals for PANTHEON Web
  [Expand]Getting started PANTHEON Web
  [Expand]User Manual for PANTHEON Web Light
  [Expand]User Manual for PANTHEON Web Terminal
  [Expand]User Manual for PANTHEON Web Legal
[Collapse]PANTHEON Granules
 [Collapse]Guides for PANTHEON Granules
  [Expand]Personnel Granule
  [Expand]Travel Orders Granule
  [Expand]Documents and Tasks Granule
  [Expand]Dashboard Granule
  [Expand]B2B Orders Granule
  [Expand]Field Service Granule
  [Expand]Fixed Assets Inventory Granule
  [Expand]Warehouse Inventory Granule
 [Collapse]User Manuals for PANTHEON Granules
  [Expand]Getting started
  [Expand]Personnel Granule
  [Expand]Travel Orders Granule
  [Expand]Documents and Tasks Granule
  [Expand]B2B Orders Granule
  [Expand]Dashboard Granule
  [Expand]Field Service Granule
  [Expand]Fixed Assets Inventory Granule
  [Expand]Warehouse Inventory Granule
[Expand]User Site

Load Time: 1531.2787 ms
"
  1000007342 | 227694 | 493989 | Published
Label

Balance 

       

In Balance we can see the Balance of Cash Register at any time based on Cash receipts and Cash disbursements. Data can be filtered out by criteria selected at the bottom of the form.

The Balance form can be accessed on POS documents from the button Balance on top of the document.

 

Table of contents

  1. Balance data
  2. Sum of Balance
  3. Criteria

 

1. Balance data

In selection of fields is chosen which are supposed to be seen in customer field dropdown menu, how wide the columns should be and if they are mandatory.

Cash receipt Consecutive number of Cash receipt. With the double clik on the number the Cash receipt is opened.
Customer Customer set on the Cash receipt.
Amount

Amount of the Cash receipt.

Date and time Date and time of the Cash receipt.
Cash disburs. Consecutive number of Cash disbursement. With the double clik on the number the Cash disbursement is opened.
Customer Customer set on the Cash disbursement.
Amount Amount of the Cash disbursement.
Date and time Date and time of the Cash disbursement.
Balance Balance which is a result of amounts on Cash receipts minus the amounts on Cash disbursements.

2. Sum of balance

Parameters by which program searches subjects. Search options are set for each parameter.

Number of Cash receipts Number of Cash receipts on the form
Sum of amounts of Cash receipts

Sum of amounts of Cash receipts on the form

Number of Cash disbusements

Number of Cash disbursements on the form

Sum of amounts of Cash disbursements Sum of amounts of Cash disbursements on the form
Balance End balance of the Cash register Balance 

 

3. Criteria

Criteria can be selected by which the data can be filtered

With this button the selected Cash receipt can be opened.

Data can be filtered out only for today.

Data can be filtered out only for yesterday.

Data can be filtered out for the current month.

Data can be filtered out for the seleced dates from and to:

With this button the selected Cash disbursement can be opened.

 

RELATED TOPICS:

  Retail

  POSX invoices

 

Rate this topic
Was this topic usefull?
Comments
Comment will also bo visible in forum!