Introduction
In Perfect Gym, maintaining financial accuracy across multiple locations is essential for a healthy business. This article describes the Transactions unprocessed via POSweb report, a centralized tool designed to help you identify sales discrepancies and pending receipts across all your clubs simultaneously, eliminating the need for manual, club-by-club verification.
In this article, you will learn how to locate, filter, and generate a report that tracks unprocessed POS transactions and their specific financial details.
This article will be helpful for PG Champions, Accountants, and Club Managers.
Before you start
To view this report, you must have the correct permissions assigned to your employee role. If you cannot access the report, please contact your system administrator.
Here’s how to check and assign permissions:
- Navigate to PGM → Clubs → System Permissions. Select the Employee Role you want to grant access to (for example, Club Manager) and click the Permissions button next to the role.
- A list of available system functions will appear. You can locate the report by either:
- Searching: Enter Transactions unprocessed via POSWEB in the search bar.
- Filtering: Go to the Reports section, select Clubs, then locate Transactions unprocessed via POSWEB.
- Once you find the report, ensure the checkbox next to it is selected to grant access to that role.
- Click Save to apply the changes.
Feature description
How to generate the report
Navigate to the PGM dashboard.
Go to the Reports tab and select All.
Use the Search Bar to type Transactions unprocessed via POSweb or browse the report categories to find it.
Click on the report name to open the generation window.
Apply your desired filters (such as date range or specific clubs) and click Generate.
Report extract
Club: The specific location where the transaction occurred.
Date: When the unprocessed transaction took place.
Number: The specific transaction identification number.
Amount: The total monetary value of the transaction.
Tax: The VAT or tax breakdown for the sale.
Is payed: A status indicator showing if the payment was successfully collected.
Employee name: The staff member associated with the POS session.