Information on the "Cash Up Day Notes" feature.

Introduction

Experience the power of our Day Notes feature, designed to effortlessly record crucial information during your daily cash ups. This feature allows you to input notes for specific categories, with the flexibility to make them optional or mandatory. The recorded notes seamlessly integrate into the Cash Up Summary report, providing a comprehensive overview of your trading activities.

Notably, the Day Notes feature replaces the generic 'Notes' option on the cash up count page, offering enhanced functionality for capturing and analysing daily trading details

Entering Day Notes

If enabled for you company, day notes are entered when Entering The Cash Up Count within the top section of the cash up in the Day Notes section.

Any note types that are mandatory will show by default. 

Any note types that are optional can be selected from the list in the Type column, after selecting the [NEW DAY NOTE] button.

You can remove optional note types using the delete icon on the right, but mandatory note types cannot be removed as a note must be entered against those. 

Notes entered within the cash up are within the Cash Up Summary report.   

Configuration

The Day Notes feature is only available if enabled for your company. Contact Centegra to request this feature to be enabled.  

Once enabled, you can manage note types within the Day Note Types tab of the Company Setup page, accessed via Company Settings > Company.

To create a new day note type, select [CREATE DAY NOTE TYPE].

Within the New Day Note Type window:

• Name: Enter the name of the day note type, as it will show in cash ups. 
• Required: Select this if a note is required in all cash ups against this day note type. 

Existing note types can also be edited or deleted if required, by selecting [EDIT] on the relevant row.