Wenodo
Roadmap
Product Releases
Changelog
←
Back to changelog
Powered by Canny

new

Cashup

Cashup Autofill feature and reports

Summary of changes:
  • Autofill feature
- Account credit has “Autofill” feature enabled.
- Delivery tab has “Autofill” feature enabled.
  • Cashup Reports
- Monthly sales report
- Area wise cashup report
Users Access:
Submitters and Approvers will be able to use these features.
Value Autofill feature will add:
  1. Autofill feature
  • Manual entering of figures is not required anymore.
  • No need to open multiple reports or systems for verifying the figures
  • Faster Process Completion
  • Reduces Manual Errors
Auto fill feature User Navigation:
  1. Login to cashup
  2. Click on Account tab
  3. “Auto fill from EPOS” button is available for filling the EPOS amount checkwise.
  4. Once a user clicks on it the button changes to “ Back to fill actuals” using which the user can fill the details manually.
image
image
Note:
The same steps shall be followed for Delivery tab.
Autofill feature Assumptions and Limitation:
  • Submitters and Approvers have access to this report.
  • If records are filled manually then these will not be replaced with Auto fill features and has to be removed manually to avoid duplication.
  • Auto fill feature is not available once the cashup record is Approved.
Cashup Reports:
Value Reports change will add:
1. Monthly Sales Report: The goal is to enable business users to generate session-wise sales reports (Lunch & Dinner) with user-selected date range filters (start date and end date) to reduce the manual work for fetching out the report from the database.
2. Area wise cashup report: All the cashup setup with revenue centres will be able to fetch area wise sales
User Navigation:
  1. Login to cashup
  2. Click on Reports tab
  3. Select the report type, enter start and end date
Monthly sales report:
image
Area wise cashup sales report:
  1. Weekly Sales
image
  1. Weekly Cashup
image
  1. Daily Cashup
image
Reports Assumptions and Limitation:
  • Category mapping needs to be completed for looking at category wise sales.
  • If a entity or branch needs to be moved from session wise to area wise, then it shall be changed from a fresh week. As weekly sales area wise report covers complete week and changes in mid-week will show blank values.
Impact:
This change will have no impact on the existing working and reporting of Cashup Application.
Support:
In case of any queries related to this change or any issues faced moving forward, please contact us on productsupport@wenodo.com