Till Balance for 24/7 operation is not usable because the only possible correction operation on a Clear in Progress till is Adjust. One also needs to be able to functionally be able to delete and edit transactions. However, since the transactions are finalised, this will be achieved by adding three buttons: 1) Reverse - reverses the selected transaction to reverse it [in the same way as one can reverse a transaction via the Customers|Accounts screen]. The button is only displayed if there is a selected refund or payment transaction. 2) New - create a new payment or refund transaction. This will work as per the Customers|Payments|New button except that one is also able to select the appropriate customer. 3) New From - creates a new payment or refund from a selected payment or refund transaction. The button is only displayed if there is a selected refund or payment transaction. This button makes it easier to functionally edit a payment or refund, because having reversed the erroneous transaction, you do not have to reenter all the details, just correct the erroneous ones. Again, one needs to be able to change the customer.
Note that although the reversed transactions will by default have their Hide flags set, the Till balance print out will display all transactions whether hidden or not.
Float set clarification: When the Clear or Start Clear button is pressed the confirmation screen should clarify the fact that the float being set is the for the new till. Ie the label 'Cash Float' should be changed to 'New Cash Float'
OK by me Tim. I agree that Start Clear is now perfectly usable. The New From button was meant to provide an easier way to create a new transaction. Hence: a) close this a 'functionally fixed' b) Create a new improvement Jira suggesting that the addition of a 'New from' button would simplify the process of creating a new transaction and thus minimise errors Regards, Tim G
Tim Anderson June 20, 2015 at 5:24 AM
This JIRA is getting difficult to follow. As far as I can tell, 1) and 2) have been addressed and mean that Start Clear is now useful. 3) has not been implemented, and needs to be pushed out to 1.9.
I would like to close this JIRA and create a new one for 1.9 that addresses 3) and the other comments.
Tim Gething April 23, 2015 at 1:10 AM
This comment added because I do not have the ability to update the description. The following are additional tweaks: a) Float change adjustment has no description If the system injects an adjustment as the result of the user changing the float, then the description is left blank. It should be set to “Float adjustment” or if easy to do then “Float adjustment from $$$$ to $$$$”.
b) New Adjustment is currently given the description “Cash Float Adjustment” – should be blank – or perhaps “Cash Adjustment”
Tim Anderson April 19, 2015 at 10:15 AM
I've checked in initial changes to:
reverse payments and refunds within an IN_PROGRESS till balance
create new payments and refunds within an IN_PROGRESS till balance
Till Balance for 24/7 operation is not usable because the only possible correction operation on a Clear in Progress till is Adjust. One also needs to be able to functionally be able to delete and edit transactions. However, since the transactions are finalised, this will be achieved by adding three buttons:
1) Reverse - reverses the selected transaction to reverse it [in the same way as one can reverse a transaction via the Customers|Accounts screen]. The button is only displayed if there is a selected refund or payment transaction.
2) New - create a new payment or refund transaction. This will work as per the Customers|Payments|New button except that one is also able to select the appropriate customer.
3) New From - creates a new payment or refund from a selected payment or refund transaction. The button is only displayed if there is a selected refund or payment transaction. This button makes it easier to functionally edit a payment or refund, because having reversed the erroneous transaction, you do not have to reenter all the details, just correct the erroneous ones. Again, one needs to be able to change the customer.
Note that although the reversed transactions will by default have their Hide flags set, the Till balance print out will display all transactions whether hidden or not.
Float set clarification: When the Clear or Start Clear button is pressed the confirmation screen should clarify the fact that the float being set is the for the new till. Ie the label 'Cash Float' should be changed to 'New Cash Float'