Quick Clear
Quick Clearing enables you to quickly clear deductions in bulk, along with the ability to quickly filter for low-balance deductions.
Getting Started - Assign an Admin to the "Deductions Threshold" Permission
Quick Clear can only be enabled by an Admin user.
Getting Started - Turn on Quick Clear and Set the Low-Balance Threshold
Once the admin role has been assigned to the permission, then that admin user has the ability to enable or disable Quick Clear, set a Minimum Balance Deduction Threshold, set a Default Product Group, and set a Default Fund Type.
How to Use Quick Clear to Bulk Clear or Write Off Deductions
Quick clearing can be used to resolve multiple simple deductions at one time that will all be cleared to the same promotion or written-off to the same fund type/general ledger account.
Resolving Low Balance Deductions with Quick Clear
Quick clearing allows you to set up a default balance threshold dollar amount that can be used to quickly identify any new deductions that fall within that threshold. You can set-up a default product group and fund type/general ledger account to write off low-balance deductions. You also have the option to clear these deductions to a promotion.
Quick Clear and the Settlement Report
After using Quick Clear to resolve deductions in Bulk or by Low-Balance you will be able to see and identify those deductions in the settlement report.
Updated over 1 year ago