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Bulk Account Adjustments

This function can be used to make account adjustments across many accounts at once. You can use this to perform four types of adjustments:

• Charge/Fee. Use this to charge an annual membership fee.

• Clear Balances. Use this to reset account balances back to zero. You might have staff accounts where they are entitled to a certain account value to spend on meals each month. You can use this function to clear the balances at the start of each month.

• Clear Expired. Use this to clear any expired account transactions. You could use this to remove expired loyalty points.

• Reward Vouchers. Can be used as part of a loyalty system. As a member earns points, you can automatically redeem the points for vouchers. The member can then use these vouchers to pay for a sale. For example, you may redeem every 200 points for a $10 voucher. These vouchers can then be used at POS just like gift certificates. The system will remember the values used so that next time the function is started, those values can be used as defaults. Two settings within Till Profile Settings - 2 tab control the validation of Reward Vouchers.

The system will create an adjustment transaction, and where applicable, it will allocate that adjustment against existing transactions. For example, if it creates an adjustment to expire three point transactions, the adjustment will be allocated against those three transactions.

The function can be run manually or it can be scheduled as an End Of Day job.