Steps to Add General Account:
1. Login into your CStore Essentials Account,
2. Go To Other Entries >
3. Select Settings >
4. Click General Accounts Tab
5. on the right Click +
sign / Add New Item
6. Enter required Name under Account name field
7. Click Add loan account
(may also Add from Daily Report > General Account Payin/Payout: field)
Steps to Add Customer Account:
1. Login into your CStore Essentials Account,
2. Go To Other Entries >
3. Select Settings >
4. Click Customer Accounts Tab
5. on the right Click +
sign / Add New Item
6. Enter required Name under Account name and Description field
7. Click Add charge account
(may also Add from Daily Report > Customer Account: field)
Steps to Map General/Customer Account:
1. Go To POS Data >
2. Select Settings >
3. Click General/Customer Account Tab
4. on the right Click +
sign / Add New
5. Enter Register local account ID
6. Set appropriate General/Customer Account under Day report mapping field
7. Click Add Account