In order to activate and set up the POS Round Up program you have to check Use Donation Offer in POS Options Tab in Store Properties and set up the appropriate Accounting parameters

To begin go to the Menu Bar

Tools > Parameters > Store Number

1. Double Click on the Store you want to Activate

2. Go to the POS Options Tab

• Check the User Donation Offer box

3. In Donation Service click on the binoculars to bring the Find Service window

• Double Click on POS Round Up and it will be brought back into the Donation Service field
• If you are setting POS Round Up for the first time advance to New Service Set Up

4. Click on the Save button in the Task Bar.

You're done!

To Add a New Service in the Find Service window:

5. Click on New in the Task Bar

• The Service Properties window appears with all fields blank

6. Enter in the following information:

• In the Service Description section
  • Service Description = POS Round Up
  • Short Description / ID = RND UP
• In the Accounting section of the System Control Tab
  • Accounting Code = You will need to create a New Accounting Code, keep reading the next section
  • Allow Discount = No
  • Tax Code = NON-TAXABLE
  • Cost Percentage = 0.00
  • Allow Automatic Credit = Do Not Allow Automatic Credit
• In the Prompting for Service Section
  • Prompt for Service = None
  • Leave the Text for Prompt for Service box blank

This section takes you down a bit of a rabbit hole, so hold on.

7. Inside the Service Properties Screen next to the Accounting Code field

• Click on the binoculars

This will take you into the Find Parameter screen

8. You are now going to set up a new Accounting Category for your Charitable Contribution Liability

• Click on the New button on the task bar

This takes you into the Accounting Category screen

9. Enter in the following:

• Code = RND
• Description = Charitable Contribution

10. Click on the binoculars next to the Sales / Sales Tax field

• This will take you to another Find Parameter screen

11. You are now going to set up a new parameter

12. Click on the New button in the Task Bar

The Properties screen comes up

13. Fill in:

• Code = AP2 (this is an accounts payable liability)
• Description = Charitable Contribution Liability

14. Click on the Close button in the Task Bar

• You will be prompted to Save
• Select Yes

15. You are brought back into the Find Parameter screen

• Double-click on AP2

16. You are brought back into the Accounting Category screen

• The Description of your new parameter is now in the Sales / Sales Tax field

• Click on the Close button
  • You are prompted to Save
  • Select Yes

17. You are brought back into the other Find Parameter screen

• Double-click on the "RND | Charitable Contribution" entry

18. You are now brought back into the Service Properties screen

• The description Charitable Contribution is in the Accounting Code field

Your service properties screen should look as it does above

19. If so click on the Close button in the Task Bar

• You will be prompted to Save
• Select Yes

20. You are brought back into the Find Service Screen

• Double-Click on the "POS Round Up" Entry

21. You are brought back to where we began.

• The Short Description "Rnd Up" is now in the Donation Service field

22. Click on the Close button in the Task Bar

• You are prompted to Save
• Select Yes

23. Now you will want to go into your accounting package and map the new Accounting Code to a G/L code for your new liability.

You have the option of turning ON/OFF POS Round Up for each Register in your system.

Go To:

Tools > Parameters > Register

• Double-Click on the Register in the Find Register window

• The Register Properties window pops up.
• Check the box for Prompt for Donation
• Click on the Close button in the Task Bar
  • You will be prompted to Save
  • Select Yes
• The register selected will now prompt for POS Round Up

Go into each Register and turn on or off dependent on the Register