Note: This article is intended for Minfos Pilot stores only. It contains either new or updated functionality that is not generally available at this time. Please look out for these new features in an upcoming Minfos software release.

If a sale or payment is accidentally recorded against the wrong account, the Head Office can transfer that transaction to the correct account.

From Customer Management:

  1. Click the Enquire menu, and select 2. Customer Account Enquiry.
    The Customer Account Enquiry window is displayed.

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  2. In the Customer field, enter the name or code of the account that was charged incorrectly, then press [Tab].
    The Account Search window is displayed.

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  3. Select the account and click Okay.
    The transaction history of the account is displayed.

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  4. If you wish to narrow the results, enter the Start date and End date that the transaction occurred between.
  5. From the Trans. type drop-down menu, select the type of transaction that occurred.

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    The transactions that occurred within the search parameters are displayed.
  6. Select the required transaction and click Transfer.

     
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    The Transfer Account Transaction window is displayed.

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  7. In the To Account field enter the name or account code of the account you wish to transfer the transaction to, then press [Tab].
    The Account Search window is displayed.

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  8. Select the account and click Okay.
    The From Account and To Account fields will display the name of the accounts selected.

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  9. Check you have selected the correct accounts, then click Okay to complete the transfer.
    The selected transaction will now be recorded against the To Account.