Billing to Debt Management (Web App)

The purpose of the manual is to show you how to set up your Cash Register and link the Users in the Practice to use the Cash Register.

The Cash Register can be created and set up, per station or per user. 

Please Note: The Cash Register cannot be set up by a user in the Practice, please contact your FCL with assistance to set up your Practice's Cash Register.

• This user manual will consist of the following:
• Accessing the Portal
• Setting up the Cash Register
• Name Section
• Entities
• Users
• Example of more than one user set up

Accessing the Portal

• Log in to Odoo with your username and password
• Click on the GoodX tab, on the Navigation bar.

• The GoodX sidebar will open.

• Click on the GoodX Tables Version 1 menu.

• A sub menu will open with various options.
• Click on the Sites (Installs) sub menu.
  

• The View All Sites/Installs screen will open.

• Search for the correct Practice's name for whom you wish to set up the Cash Register, by Typing in the Practice's name.

• The Practice's name will appear on the screen.

• Double-click on your Practice's name to Enter your site details.

• The View All Sites/Installs / docXmedia (HEAD VERSION) screen will open, showing all your Practice's install details.

• Click on the Server info/Infrastructure Info (Version 2 Config) tab.
  

• In order to set up a Cash Register, the Portal needs to be started as the setup is done within the Portal.
• Scroll down on the screen, up to the Portal Actions buttons.

• Click on the Portal Start button to Start the Portal. 

• After the Portal was started, Scroll up to the top of the Server info/Infrastructure Info (Version 2 Config) area to find the Portal link.

• Click on the GXWeb Portal Link URL to open the Portal where you need to set up the Cash Register.

• The V1.0.0 GXWeb Portal screen will open.

Setting up the Cash Register

• Log in to the Portal using your Web App site's log in details.

• Click on the Admin drop-down menu to access more features. 

• Click on Cash Registers from the drop-down menu.

• The Cash Registers screen will open.

• Click on the Add New Cash Register button.

• The Cash Register Setup screen will open.

• On the Cash Register Setup screen various information will appear, the following information is needed per section to complete the setup.

Please Note: Without this information, the setup cannot be completed.

Name Section

• Name:  Fill in a name for your Cash Register. This Name can be the User Name or the Station's Name.
  

• Description: Fill in the Description you wish to use for your Cash Register for example: Reception or Billing.

• Default Float Amount: Every day the Practice's Cash Register will start with a float, and therefore the float needs to be standardised. for example R2000 each day.

Entities

• Select the Entities you wish to have Cash Registers for.

Please Note:  This amount of options will only be available if the Practice has more then one Entity.


Users

• All Users, which have been registered on the Practice's system, will appear on this list. 

Please Note:  The Cash Register can be set up so that only specific users are able to use the Cash Register.

• Select the User that needs to use the Cash Register.

• Click on the Save button to save all changes made.

• The Cash Register that has been set up will display on the Cash Register Setup list.

Example of more than one user setup

More than one user can be set up for the Practice's cash register.

See below an example for when two different users have been set up for the Practice.

Example of Set up for User 1:

Example of Set up for User 2:

• Both the Cash Registers that were created for the two Users in the Practice will now display under the Cash Register setup.

Please Note:  In order for the Cash Register to be active on your Practice's system, please ensure that it is activated in the Settings. 

• Click on the Settings button.
  

• The Settings screen will open.

• Click on the User Entity Settings tab.

• Expand the General Settings panel.

• Scroll down to Cash Registers:
• Tick the checkbox to activate the Cash Register.

• Click on the Entity Settings tab.

• Expand the Entity Settings panel.

• Scroll down to the User Cash Register Per User tickbox.
• Tick the checkbox to activate the user for the Cash Register.

• The Cash Register is now ready to being used in the Practice.