Dashboard - Sales - Deposits

Introduction

Navigating Deposits Overview by Date Range

Welcome to this helpdesk article where we'll guide you through accessing your deposit overview within a specified date range. Managing deposits efficiently is crucial for financial control, and our system makes it easy for you to monitor your deposits based on your chosen date parameters. In this article, we'll show you how to access this feature step by step.

Table of Contents

Accessing Your Deposits Overview

Accessing Your Deposits Overview

To access your deposit overview within a specified date range, follow these simple steps:

Step 1: Log in to your eatOS dashboard and locate the "Sales" tab and select "Deposit".



Step 2: Within the "Deposit" tab, you'll see an option to select your desired date range. By default, the current date is typically selected. However, you can easily customize this date range to view deposits from a specific period.



Step 3: Once you've chosen your preferred date range, the screen will display a deposit summary that corresponds to the specified timeframe. This summary provides a snapshot of all the deposits made within the selected date range, giving you a clear picture of your financial transactions during that period.

Conclusion

Monitoring your deposits is a crucial part of financial management, and our system simplifies this process by allowing you to access a deposit overview within a specified date range. By following the steps outlined in this helpdesk article, you can easily stay on top of your finances, track deposits over specific timeframes, and make informed decisions for your business. Whether you need to review recent transactions or assess historical data, our system empowers you to stay in control of your financial operations.

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Updated on: 09/12/2024