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Thank you for using the English version of the JTL-Guide!
We are currently still building up the English documentation; not all sections have been translated yet. Please note that there may still be German screenshots or links to German pages even on pages that have already been translated. This guide mostly addresses English speaking users in Germany.

Note: On 1 September 2024, JTL introduced new editions that bundle most of the previous individual services into different packages. In order for you to continue working as smoothly as possible, existing customers were automatically switched to the package configuration that best matched their existing contract. The individual packages differ in terms of limitations and/or range of functions. Therefore, some of the features described in the JTL-Guide may not be available to you as part of your booked JTL edition. You can change your package configuration in your JTL customer account. Find out more about the new editions and packages here. Check our FAQ for frequently asked questions about the product editions.

Contents

Dialogue box: Manage posting reasons

Stand: JTL-POS Version 1.0.2.5

The Manage posting reasons dialogue box can be reached via the menu Settings > Posting reasons.

Posting reasons are for reporting cash deposits and cash withdrawals at the cash register. You can define reasons for deposits and withdrawals yourself. As soon as a deposit or withdrawal is made, the user must select one of these reasons. The posting reasons are reported in the cash register log.

Manage posting reasons

Posting reason list: Here, you can see all the posting reasons you have created as well as the type of posting reason.

Editing posting reasons: Tap on the posting reason you would like to edit. The Create/Edit posting reasons dialogue box will open.

Deleting posting reason: To delete a posting reason, hold your finger down on the posting reason until the confirmation request opens. Confirm with Yes.

“Create” button (plus icon): Opens the Create/Edit posting reason dialogue box.

Dialogue box: Create/Edit posting reasons

In the Create/Edit posting reasons dialogue box, you can define reasons for cash deposits and cash withdrawals for reporting purposes. When a user makes a deposit or withdrawal at the cash register, the user then selects the posting reason from a list. The posting reason is then issued on the posting record.

“Save” button: Saves all entered data/changes and exits Edit mode.

“Cancel” button: Discards the entered data or resets edited data to its original state and exits Edit mode.

Posting type

Cash deposit, plus: Select this posting type if you want to create a posting reason for increasing the cash balance, i.e. when making a cash deposit.

Cash withdrawal, minus: Select this posting type if you want to create a posting reason for decreasing the cash balance, i.e. when making a cash withdrawal.

General

Name: Enter a name for the posting reason. The name will be displayed during cash deposits and withdrawals.

DATEV

Contra account: Enter the contra account according to your account plan for the respective posting type. Please contact your tax accountant or accounting department if you have further questions.