PINNACLE REFUNDS 2021 XXXXXXXXXXX
PINNACLE and BANKING MASTERFILE - ask for log in credentials from your manager
SET UP - ONE SCREEN FOR PINNACLE and ONE SCREEN FOR BANKING MASTERFILE
Some entries in the banking masterfile are refunds via CASH / EFTPOS/ EFTPOS WEB and they will reflect as negative amount
POSSIBLE REASONS:
Credits (due to returns/adjustments)
Unallocated payment for a cancelled workorder
Overpayment
To do, make sure the details are matching between Pinnacle and banking masterfile
Highlight the amount under payments & credits then click on REFUND
Enter the amount in the credit line refund column and not the amount box under refund type
Match the type banking masterfile (could be cash too)
Enter the last 4 digits of credit card (and leave AMEX as card type like when receiving credit card payments)
Click SAVE
After a few seconds this will pop up, just click on CANCEL
Check payments & credits to make sure the credit/unallocated amount is not there anymore
Do for all entries that requires
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