Revenue Management
Day Notes
Record notes about the day's trading during each cash up, under categories you choose.
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About
Day notes let you record information about the day's trading when you cash up. You enter notes under note types you set up, and each type can be optional or required.
Set up note types
Choose the categories, and which are required.
Enter notes
Add notes in each cash up.
Report on them
Notes show in the Cash Up Summary report.
Replaces the Notes field
When day notes are on, they replace the general Notes field in the cash up.
Ready to start?
If day notes aren't set up yet, start with the Configuration tab.
How to Use
Enter day notes in the Day Notes section at the top of each cash up.
Steps
1
Open the cash up
Open the cash up to enter its counts. The Day Notes section is at the top.
2
Fill in the required notes
Required note types are already listed. You must enter a note for each one, and you can't remove them.
3
Add any optional notes
Select NEW DAY NOTE, choose a note type from the Type list and enter your note. To remove one, select the delete icon on the right.
The notes are saved with the cash up, and show in the Cash Up Summary report.
Can't approve the cash up?
If you see Day notes are incomplete, a required note hasn't been filled in.
Configuration
Set up the note types users choose from, in company setup.
Needs turning on
Day notes are only available if they're turned on for your company. To request this, contact the European Helpdesk or the North American Helpdesk.
Steps
1
Open Day Note Types
Go to Company Settings > Company and open the Day Note Types tab.
2
Create a note type
Select CREATE DAY NOTE TYPE and fill in:
The note type's name, as it shows in cash ups.
Tick if every cash up must have a note of this type.
The note type is available in new cash ups. Repeat for each type you need.
Changing a note type
To change or delete one, select EDIT on its row.