CashTransfers - to do

In the Finance area of IndiCater you can record the outlet's Cash Transfers.

What does the page show me?

The landing page will show you banking that has been added for the year and week selected.

Change Year:

Change Week:

Banking shows X entries:

How do I record a Banking?

In an Outlet, navigate to the side menu clicking Finance.

Finance will drop down open with the tab "Banking"

Clicking on Banking the page will default to the main Banking page with an "+ Add" button.

Click on the Add button.

Date Banked:

Type:

Method:

Fill in the fields:

Why can't I click on the Add button?

Editing a Banking

Once Banking entries have been entered it is possible to edit the data.

Outlet > Finance > Banking

Click on the entry you would like to amend

This will take you to the details of the entry.

Click on the method / amount.

This will open up the details that can be amended.

After changing the fields click Save.

After saving, the page will default back to the Banking page, the entry will now show the new amended data.

The data cannot be edited if the week is closed

I have closed the week but need to add new data, what do I do?

You will need to contact your head office. They can re-open the week if the data hasn't been exported.

How can I get rid of an old Banking entry

Banking entries can be deleted if the week is open and the data has NOT been LIVE exported

Outlet > Finance > Banking > Filter: Week and date > Click on Banking entry > (opens to show break down) Click on Banking Entry > Scroll to the bottom > Delete