Cash Error, How to Modify
Introduction: In daily use of Yoplanning, it may happen to make an error when entering the cash register, such as an error in the payment method or amount. Due to strict tax regulations, these entries cannot be deleted or directly modified. To rectify such an error, it is necessary to carry out a reverse operation, i.e. a refund.
Steps to Use the Feature
Error Identification: Locate the command where the error was made in the 'Commands' section.
Proceed with Refund: Click on the order concerned, then select the “Refund” option.
Choice of Refund Method: In the refund options, choose the manual method.
Entering Refund Information: Enter the refund details. Be careful not to put a negative amount; simply enter the correct amount as if it were a normal transaction.
Refund Date: If you notice the error a few days later, be sure to date the refund to the same date as the original error to ensure consistent accounting.
User Tips and Best Practices
Rigorous Verification: Before validating a transaction, always verify the details entered to minimize errors.
Date Management: To maintain clear records, always adjust the refund date to that of the original error if the refund is not immediate.
Error Documentation: It is advisable to note the reason for the refund for better traceability.
Common Error Management
Amount Error in Refund: If you enter an incorrect amount during the refund, repeat the refund process with the correct amount.
Forgot the Error Date: If you forget to set the repayment date, your accounting could be inaccurate. Check and adjust dates if in doubt.
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