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How to Modify a Register
How to Modify a Register
Miles Dinsmore avatar
Written by Miles Dinsmore
Updated over a week ago

You can modify a register to update its properties or manually adjust its balance.

  1. Open the App Drawer and click Facility Settings.

  2. Click Registers.

  3. Select a register from the list, then click Modify Register.

  4. Update the main information about the register in the fields provided. Required fields are marked with an asterisk.

    • The option you select from the This register is for drop-down menu determines how the register can be used:

      • Accounts payable/receivable: Registers of this type are available for selection when handling transactions for the supply chain.

      • Vault: Registers of this type are available for selection when you count out a closed register.

      • Sales Transactions: Registers of this type are available for selection when performing a retail sales transaction.

    • This Register collects from is applicable if the register is a vault. Select the sales registers and the accounts payable/receivable registers that this vault register can collect from when a user closes a register.

  5. Optionally, in the Adjust Balance section, manually update the amount of money in the register:

    1. Enter the adjustment amount. You can enter a positive or negative number.

    2. Optionally, select a reason for the adjustment. This reason will appear on the register's history.

    3. Optionally, select the payee/payer. This will appear on the register's history.

  6. Click Save to update the register.

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