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  3. Finance

Finance

  • Default payment types for payment groups
  • Inactive payment groups
  • Viewing a fund's transaction history
  • Fund form
  • Card definitions
  • Payment groups
  • Floats
  • Payment types
  • Payment buttons
  • Currencies in Vista
  • Daily financial operations in Vista
  • Cash management modes
  • Selecting the cash management mode
  • CashDesk concepts
  • Sales sessions
  • Fund transaction types
  • Creating a fund
  • Electronic payments reconciliation overview
  • Topping up a sales session
  • Editing the name of a fund
  • Creating a fund location
  • Setting up fund locations for pending deposits
  • Setting up fund locations for operating funds
  • Setting up funds for electronic transactions
  • Setting up fund locations for electronic transactions
  • Setting up security on funds
  • Creating an operating fund
  • Setting up a fund for fund counts
  • Setting up bank funds
  • Transferring money between funds (or topping up a sales session)
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