Adding Receipt Types

The Receipt - Types feature allows you to set up receipt types and the display order. When creating a Repair Order receipt, the information you enter here displays in the Receipt Type droplist. This feature also allows you to specify a receipt type that is eligible for deposit. Receipt types that are marked for deposit appear in the Deposit screen.

An Adjustment receipt type provides the ability to add an adjustment limit amount. This option requires that you have the Receipts - Create Adjustment permission enabled.

Receipt types that are added in this screen must be mapped in the associated Accounting Connection for BusinessWorks, MAS 90/ MAS 200, and Microsoft Dynamics GP. The Export to Accounting will fail unless these entries are mapped.

Important! Ensure that you have properly mapped the receipt type to the correct account in your accounting software application.

To add receipt types

1. Select Configure > Profiles from the menu bar.
2. Select your repair facility profile, and then select Edit from the mini-toolbar.
3. Click on the Receipt - Types link under Repair Management.
4. Select an entry, and then select Edit from the toolbar. The Receipt Types screen opens.
5. Select Add from the toolbar.
6. Enter a name for the receipt type in the Name field, and then select the Deposit or Adjustment option.
7. Click OK, and then click Yes to save the changes.
8. Click Save or Save and Close.

To change the receipt type display order

1. While in the Receipt Types screen, highlight a receipt type that you want to move by selecting the up or down arrows to the right.
2. Click OK, and then click Yes to save the information and close the Receipt Types screen.
3. Select Save or Save and Close to save your profile changes.