Edit Operations Subsequently
Once a transaction has been completed (the invoice has been created), it may be necessary to retransaction it. Different functions are available depending on the change request.
Due to current further development, two similar programs with largely identical functions are available to you. The older programme is called up by the cash register function Edit transactions (conventional) and contains other functions such as Change payment types.
The programme is partly replaced and partly supplemented by a newer module and is called up with the identically named cash register function Operations: Edit (New). Identical functions are controlled in both programs by the same operator authorization.
The documentation can be found in the respective cash register function, which you can reach via the links here:
With Edit Transactions (traditional)you get a list of all completed transactions and can edit them again(reopen), change the payment type or create a copy of the receipt. The scope of access can be set per operator in the operator authorisations.
If you edit completed transactions again, the original transaction is retained and the system creates offsetting entries, then the transaction is opened as a new transaction. Information on exam security can be found in the external HS-SSP document (in your portal access).
Other functions (some of which are located in other program areas) are for the subsequent transactioning of operations:
| cash function | Explanation of the programme |
| Modify payment type | Modify payment type |
| Edit Transactions | |
| Edit operations new | Edit operations new |
| Book a tip |
Another variant is to closetransactions only provisionally in order to clarify their closing (payment type) before closing.
In the normal setting of the system, transactions can only be subsequently processed up to the day-end closing. The (newer) cash register function Modify payment methods particularly conveniently Modify payment methods for the current accounting period and beyond.
Impact on campaigns and check...
In the Hypersoft system, there are services that are billed at the time of use, e.g. digital invoices with NoCOO and web vouchers. When post-processing transactions, the invoices and any voucher sales included are cancelled and recreated/rebooked on completion so that you receive a correct invoice. New campaigns and check sales are also always generated, if necessary even for cancellations and new bookings, so that these are also stored in a traceable manner.
Further documentation:
Hypersoft procedure for vouchers
Hypersoft procedure for cancellations
Differences Between the Change Payment Type and Modify Payment Type Functions
Modify payment type is another cash register function.
When changing a payment type with the function Change payment type, the cashless payment is initiated when selecting a cashless payment at a connected payment terminal. It is assumed that a desired change to the payment type has been made. The Change payment type function is only possible up to a day-end closing.
If you use Modify payment type, no card device is addressed even if you select a cashless payment, because this function assumes that a necessary correction has been made. With a separate operator authorization, payment type modification is also possible after daily closing. Multi-payments and foreign currencies cannot be modified.
Note the setting: Transfer item to cashier operator
Process operations after day-end closing
Completed transactiones can be edited subsequently within one opening day.
If you want to edit operations later, you must activate the global setting Edit operations after day-end closing. You must also have operator authorization.
To open the transaction, use the cash register function Process transactiones (which also provides other functions).
When transactioning transactions from previous accounting periods, the transaction is copied to the current opening day by opening it. At the same time, the transaction entries are written to the journal with a negative sign (-1). When you close the transaction, the postings are written to the journal with a positive number. Without changes, this action would therefore remain neutral on the opening day. Only any change, whether cancellation or additional booking, will have an effect on the opening day.
Warnings about the careless use...
Please note that you can use the edit functions to create situations that are difficult to follow. Examples: If you edit transactions from billing periods for which reports have already been created, or if a user other than the one who billed for the transaction reopens the transaction and thus takes over the sales when it is closed again.
Warning about the amount of information...
Some information is not stored when completing a transaction, such as the seat number or multiple customers zw. Rooms that were involved in a table. Such information is therefore not restored when reopening.
Impact on stock management...
Further documentation:
Process operations after day-end closing
Change operations with client name and address
Please refer to the separate chapter Edit addresses subsequently.
Further documentation:
Back to the parent page: Hypersoft POS Cashier Mode