Card Transfer

Documentation

Table of Contents




The "Card Transfer" window is used to transfer an amount from one card to another. An example of the use of this screen would be to transfer to the correct card, an amount that was charged to another card in error.

From

Transfer No

The Quasar selects the next available transfer number.

Reference

A number that references the card transfer.

Date

The date for the card transfer. The date determines the accounting period in which the card transfer will be posted.

Time

The time that the card transfer is created.

Shift

The shift that the "From" card transfer is linked to through a shift close.

Store

Enter the from store for the card transfer.

Station

The station (work station) on which the card transfer is created.

Employee

The employee creating the card transfer.

Memo

Defines the card transfer.

From

Enter the card from which an amount will be transferred.

Balance

Displays the current balance of the transferring card.

To

Enter the card the amount will be transferred to.

Amount

Enter the amount will be transferred from one card to another.

Memo

Describe the purpose of the transfer

To

Transfer No

The number of the receiving transfer.

Shift

The shift the transaction is linked to for the "To" card.

Transfer Account

When a transfer takes place between two stores an accrual account must be used to maintain a balance in the balance sheet of each store. To maintain this balance an accrual account must be used.

Action Icons



- Select the "Save" icon to save the changes to the card transfer record.

- Select the "Undo" icon to remove any unsaved changes and display the original card transfer record.

- Select the "New" icon to create a new card transfer. If the open card transfer record has not yet been saved, you will be prompted to save it.

- Select the "Delete" icon to delete the card transfer record.

- Select the "Copy" icon to copy the contents of the card transfer record to an alternate card transfer record.

- Select the "Groups" icon to define the groups that the card transfer will be linked to.

- Select the "OK" icon to file the record.

- Select the "Cancel" icon to cancel the changes to the record.

Voided?

Toggle on or off. Toggle on to void the transaction. Toggle off to reinstate the transaction.