In some cases, you might need a copy of the bank reconciliation. You can do a copy directly from the point-of-sale (POS) or from Portal.
How to do a copy of the last bank reconciliation from the POS
In the point-of-sale you can do a copy of the last bank reconciliation.
Do the following:
- Tap More
- Select POS Settlement (Z-report)
- Click Copy bank reconciliation
How to do a copy of previous bank reconciliations in Portal
If you need to do a copy of a previous bank reconciliation, this can be found in Portal.
Do the following:
- In the menu, click Sales.
- Select Bank card transactions.
- Select the date of the reconciliation and hit Select.
- You will now get a list of all bank reconciliations done on the specified date.
- This can be saved as a photo and printed on a paper printer.
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