Give me a Shortcut! Series Part 5 - Change data in Tracks the easy way!

One more Tracks Shortcut for everyone!

In Tracks, The Modify Bonus/GL/Category utility allows you to change bonus field data, GL Account, and/or category that was entered at the time of the original sale. You may also add new bonus field or category data to existing receipts.

To get to this screen, go to the Management Menu, Special Functions, and select Modify Bonus/GL/Category.



Why would you want to use this?

• Modify GL Account - Maybe you were taking a deposit and you selected the wrong GL Account on the Work Screen. You can change it here and then when you either do your Closeout the first time or re-export your Closeout Information to SchoolBooks, you won't need to fix it on the SchoolBooks side because you fixed it here first. That's convenient, huh?
• Modify Bonus - Maybe you were selling prom tickets and using the bonus field to enter the guest name. Well, when someone comes crying to you because they have a new date, no need to refund the transaction. Just come to this screen and make a change.
  
• Modify Category - Maybe you were taking a donation and you made a mistake and entered the wrong category. This utility gives you the opportunity to enter the correct category for the donation so that it comes over into SchoolBooks correctly because you fixed it here first.

Fix these things once - on an easy to use screen and that's it!

Here's hoping you all have a wonderful Thanksgiving!