How to: Customize Daily Entry

Daily Entry Categories

1. Click the Accounting icon in the navigation menu
2. Click the Daily Entry tab
3. Click the Customize button in the ribbon
4. Drag and drop categories to arrange it a preferred order
   Note: Items above Petty Cash can not go below it.
   
5. Check off the boxes for the categories that should be visible each day
   Note: Unchecking all days will hide that category from the Daily Entry.
   
   
6. Finish by clicking the Submit button

Daily Entry Category Line Item Order 

1. Select a category from the list in the calendar day you want to modify 
   Example: POS Sales / Gift Card Sales.
   
2. Click the Customize button in the ribbon
3. Drag and drop line items to arrange in a preferred order 
4. Finish by clicking the Submit button