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Overview
Each morning, Batches of Point of Sale transactions from the previous day need to be posted to the General Ledger, as well the Club’s respective Membership Accounts. In this guide, we will discuss how to properly review and post these daily Point of Sale Batches, as well as how to Edit POS Tickets within a Batch. Use Case
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Video
This video provides an overview of how to use POS Batch Processing.
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Content
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Accessing the Tool
Point of Sale Batches are posted and edited via Approve Charge Batches.
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5) Batch Location - Location at the Club in which the transaction occurred. Please see the POS Batch Grouping section of this document for more information on how Batches are grouped.
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Important: Please note that only Tickets within an Unposted Batch can be edited in this manner. If a Ticket within a Posted Batch needs to be edited, the user will need to Unpost the Batch. Please see the Unpost POS Batch section of this document for more information on Unposting Batches.
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- Please note that this feature will change the Transaction Date of all transactions within the Batch.
- Please also note that this feature can only be utilized with Unposted Batches. If a Posted Batch’s Date needs to be changed, the user will have to Unpost the Batch. For more information on Unposting Batches, please see the Unpost POS Batch section of this document.
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4) The Transaction Date is automatically changed.
Best Practices
- Ensure batches are posted promptly in the system to ensure your financial records, and your Member accounts are up to date.
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