NextGen Point of Sale & Miscellaneous Receipts Demo Local government corporation

NextGen POS and MR Demo What is the Point of Sale software? Why is it beneficial to my office? Highlights of software features Upcoming features

What is the Point of Sale Software? Software package that interfaces with multiple receipting software packages Business License (Coming Soon) CTRIS (Coming Soon) Miscellaneous Receipting Property Tax Utility Billing

Why Is It Beneficial To My Office? Interfaces with Multiple Receipting Software Packages One screen to receipt multiple receipts Provides two Receipts POS – Summarizes all transaction into one receipt Application – Shows detail of specific software receipt Consolidates Cash Drawer Balancing Consolidates Day End Reporting & General Ledger Interfacing

Adding A Receipt Point of Sale Receipting Add Receipt

Adding A Receipt Click Ellipses Button Select “Add New Receipt Batch”

Adding A Receipt Enter Receipt Defaults Enter Batch Date Cash Drawer Enter Receipt Defaults These can be changed during time of receipting

Adding A Receipt Click Next Select Application from dropdown Click “Receipt”

Adding A Receipt

Adding A Receipt Select “Applications” if you have multiple services to receipt Click “Next”

Adding A Receipt Select Payment Type Enter Received Of Payment Number if required Select Print Options Click “Next”

Adding A Receipt Look over to make sure information is correct Click “Back” to change receipt if you notice an issue Click “Finish”

Adding A Receipt Tasks Add Another Receipt Reprint Options

POS Receipt Misc. Receipt Property Tax Receipt

Utility Billing Receipt

Receipt Batches Receipt Batches are saved in system for future reference if needed

Receipt Batches

Receipt Batch Reports

Cash Drawer Processing Closing and Balancing the Cash Drawers are consolidated into one menu Cash drawers can be balanced individually or by one person

Cash Drawer Processing Summary screen lists all Batches in Cash Drawer that are being closed You have the ability to go back if you notice an issue

Cash Drawer Processing Each payment batch that has been closed but NOT balanced will show in list You can select multiple batches at one time OR Balance them individually

Cash Drawer Processing Enter the amount of each payment type you counted in your drawer It will be compared to the “Amount Receipted” column Your calculated difference should come back to $0.00

Cash Drawer Processing Green Shield shows that this Cash Drawer is balanced There are other processes in the system that will not work correctly if the cash drawer is not balanced

General Ledger Processing Posting to the GL is an optional step All Closed and Balanced batches show in these steps

Cash Drawer Processing Each Receipt Batch that has not already been posted will show in the list You have the option to include the Voided Receipts in the process or not include Receipt Batches can be processed individually or all at one

General Ledger Processing Voided Receipts will be listed on this screen

General Ledger Processing Enter Transaction Date This is the date the Entry will post to the General Ledger

General Ledger Processing Listing of all Cash Receipts taken You have the ability to expand each Cash Receipt to see the GL Entries Options Wheel stores the Misc. Receipts Summary By GL Account Report

General Ledger Processing Continue the process to post Property Tax Receipts and Utility Billing Receipts Post Deposits to GL can be used if your cash is running through Cash On Hand It makes the Deposit (DP) entry for all receipts posted to GL

Point of Sale Reporting Cash Drawer Application Report

Point of Sale Reporting Cash Drawer Checkout Report

Point of Sale Reporting Receipts by Receipt Date Report

This Concludes the Point of Sale & Miscellaneous Receipting Demo