9
It would be really useful if the POS warned the user of a discrepancy between cash taken and counted before closing the shift.
The functionality would check each payment method where counting is required, and identify if a discrepancy is present. If yes this would then warn the user about the discrepancy and ensure they agree with the value
before closing the shift. If they do not agree, they can go back, re-count their takings and amend banking or tender declaration values.
We have developed this for 2 customers now, so I believe it would be beneficial to add into the standard functionality.
Consideration would be required for the different shift closing / statement calc mechanisms
The functionality would check each payment method where counting is required, and identify if a discrepancy is present. If yes this would then warn the user about the discrepancy and ensure they agree with the value
before closing the shift. If they do not agree, they can go back, re-count their takings and amend banking or tender declaration values.
We have developed this for 2 customers now, so I believe it would be beneficial to add into the standard functionality.
Consideration would be required for the different shift closing / statement calc mechanisms
STATUS DETAILS
Completed
Comments
Very much required!
Category: End of Day and Financials
Administrator on 3/31/2023 9:59:02 PM
This has been implemented in the solution. Please refer the below docs:
Financial reconciliation in retail stores - Commerce | Dynamics 365 | Microsoft Learn
Cash management overview - Commerce | Dynamics 365 | Microsoft Learn