Media: Managing Media Types

Contents

• Introduction
• Creating Media Types
• Editing Media Types
• Searching Media Types
• Deleting Media Types

Introduction

Within Centegra Plus, all payment media must be assigned to a payment media type. 

Payment media types are a way of grouping together different payment media for consolidated payment reporting. For example, you may have “Visa” and “MasterCard” payment media available on the POS, where both are then assigned to the “Card” media type for consolidation within Centegra Plus. 

Creating Media Types

To create a new media type: 

• Head to Company Settings > Payments > Media Types
• Select [NEW MEDIA TYPE]. 

Within the New Media Type page, enter:

• Name: Enter the name of the media type. 
• Accounts Chart Link: If required, associate a Bank type Chart Account with the media type. Payments against media assigned to this media type will then be associated with the selected account for GL purposes as part of Custom Extracts & Reports as well as various integrations.
• Cash Purchase Enabled: Select this if payment media assigned to this media type should be available to select in Cash Purchases that are enabled for Cash Purchase By Till.
• Transactions Must Have A Customer Assigned: Select this if transactions containing payment media assigned to this media type must have a Centegra Plus customer assigned to them, as part of the Transaction Customer Assignment feature. 
• Tip Allocation: Select this if media assigned to this media type are to be considered as tips throughout reporting. 
• Service Charge Allocation: Select this if media assigned to this media type are to be considered as service charge throughout reporting. 

Select [SAVE MEDIA TYPE].

Editing Media Types

Existing media types can be edited if required. 

To edit a media type: 

• Head to Company Settings > Payments > Media Types
• Locate the required media type and select [EDIT]. 

Within the Edit Media Type page, the following can be edited: 

• Name: Enter the name of the media type. 
• Accounts Chart Link: If required, associate a Bank type Chart Account with the media type. Payments against media assigned to this media type will then be associated with the selected account for GL purposes as part of Custom Extracts & Reports as well as various integrations.
• Cash Purchase Enabled: Select this if payment media assigned to this media type should be available to select in Cash Purchases that are enabled for Cash Purchase By Till.
• Transactions Must Have A Customer Assigned: Select this if transactions containing payment media assigned to this media type must have a Centegra Plus customer assigned to them, as part of the Transaction Customer Assignment feature. 
• Tip Allocation: Select this if media assigned to this media type are to be considered as tips throughout reporting. 
• Service Charge Allocation: Select this if media assigned to this media type are to be considered as service charge throughout reporting. 

Select [SAVE MEDIA TYPE].

Searching Media Types

Access the Media Types section via: Company Settings > Payments > Media Types.

All media types are shown by default when accessing this section.

If required, you can filter the list to see specific media types, by using the following filters within the Search panel at the top of the section:

• Name: Search for media types based on the name entered (or part of).
• Show Deleted: Search for media types which have previously been marked as deleted.

Select [SEARCH], and all media types which meet your search criteria will be listed.

The media types list shows the following:

• Name: Displays the media type name.

Deleting Media Types

A media type can be deleted if no longer required, providing that no payment media are assigned to the media type.

You can only delete a media type if you have rights to do so. Click Here if you do not have rights to delete but believe you should.

To delete a media type:

• Head to Company Settings > Payments > Media Types.
• Locate the required media type and select [EDIT]. 

Within the media type:

• Select [DELETE].
• Confirm the deletion.

The media type is now marked as deleted. 

As this is a soft delete, the media type can be recovered if required. To do so, locate the media type (ensuring that the Show Deleted search filter is set to "Yes") and access the media type record again. Select [UNDELETE] and confirm the recovery. The media type is now available again.