In SalesVu, you can create groups for Other Payment Methods to summarize data more effectively in reporting.
Benefits:
- The feature provides clearer financial transparency by categorizing internal charges.
- Enhances reporting with subtotal breakdowns in the Z Report.
- Streamlines expense management and departmental fund allocation.
- Simplifies auditing and reconciliation by reducing manual work.
- Offers flexibility to customize groups based on business needs.
Steps to Create Other Payment Methods Groups
1. Log into SalesVu.com
2. Go to 'Location Settings' > 'Other Payment Methods'
3. Click on 'Add Payment Group'
4. Click on 'Add New' and enter the name of the group
5. Click on 'Other Payment Methods' again and edit an existing payment method
6. Select the Payment Method Group for that payment method from the drop-down menu. Save the changes.
7. You will see those Payment Method Groups next to your Payment Methods names
8. You will see these Payment Groups when you run the Z report as shown below: