This article is a part of the POS Account Management feature. Click here to learn more about POS Account Management.



On the 'POS Accounts' tab of the POS Account Management page, all POS Accounts can be easily viewed and filtered by their Account Type, Unmapped Status, or a User-defined term. Additionally, the User can view details about each POS Account, including a link to the Daily Sales Summary that brought in that account, directly from the account listing. Click here to learn more about the POS Account Management page.


Users have the ability to update the Account Settings for each POS Account from this page as needed. Learn more about this process below.



Update POS Account Settings


POS Account Settings can be easily updated by opening up the desired POS Account details.



To do so, navigate to the 'POS Accounts' tab of the POS Account Management page and filter for the desired account. The listing can be filtered by clicking one of the following views and/or entering a search term in the Search Bar:

  • All - This displays all POS Accounts
  • Unmapped - This displays only unmapped POS Accounts
  • Sales - This displays only Sales Accounts
  • Payment - This displays only Payment Types
  • Job - This displays only Job Titles


When the desired account appears in the listing, double-click the account line item. This will open the 'Edit' sidesheet.



From the 'Edit' sidesheet, Users can easily update the following Settings based on the selected POS Account Type:

  • Payment Type
    • GL Account
    • Payment Group 
    • Credit Card Group (will only appear when 'Credit Card Combined' is selected as the Payment Group)
    • Customer (will only appear when 'House Account' is selected as the Payment Group)
    • Exception Checkboxes (Payments flagged as 'Exceptions' will appear on the Flash Report)
      • Note: Click here for more details about the available Payment Type Settings
  • Sales Account
    • GL Account
    • Sales Account Type
      • Note: Click here for more details about the available Sales Account Settings
  • Job Title
    • GL Account
      • Note: Click here for more details about assigning GL Accounts to a Job Title


The Account Information provided can only be viewed as these are details brought in from the POS. Any updates made to the POS Account Settings should be saved before closing the sidesheet.