The 'Cash Adjustment' provides comprehensive information on all the cash adjustments (cash amount deducted, date, time, employee name) you make under the piggy bank icon on your POS app. To view the 'Cash Adjustment' report, please follow these steps:
1. Sign in to SalesVu.com
2. On the left vertical menu, click on the 'Reports' tab
3. Click on the 'Cash Adjustment' tab on the upper-top menu
4. To customize the date range for the report: click on the drop-down with the mini calendar icon and choose the dates you want, then click apply
5. To break down by POS, Stores, or Employees: click on the drop-down named 'Advanced Options' and choose the option
6. You will see the following columns:
- Location name or 'All Stores' (if you don't break it down by location as per step #5)
- POS app name
- Employee name who made the cash adjustment
- Date and time of the adjustment
- Amount of cash deduction
- Initial cash amount
- Cash mount after the deduction
- Response (status of the adjustment)
- Total amount of adjustment can be found at the bottom right corner
7. You can also export this report: click on the export icon in the upper right corner, and a CSV file will automatically download on your computer
8. To print the report: click on the printer icon in the upper right corner and follow the steps
9. To customize the columns, click on the 'Show/Hide" filter on the top right. For more information click here