Manage Floats

- Each Terminal has a calculated
Float
value assigned to it, which is defined by the transactions going in and out of it, and whether those transactions use a Payment Method
which affects the Terminals
Float
- Before any action can be taken on the
Float
panel, a Terminal
must be selected from the Change Terminal
menu
- The current balance of the float for this
Terminal
will be displayed once a selection is made
-
Float Adjustments
can be created to initialise or modify the float balance
- The available
Reasons
for a Float Adjustment
can be modified using Selectables
-
Transfers To
will show a list of all transfers into the selected Float
-
Transfers From
will should a list of all transfers out of the selected Float
, and allow you to create a new Transfer
- see the documentation for transfers for more info.
- Negative
Float Adjustments
are allowed - to enter a negative adjustment, enter the adjustment Amount
followed by the -
key