The Balancing Overview task consolidates information from the following forms: Show Store Sales, Till Statistics and Balancing,Sales_by_DepartmentTills and totals from Safe Statistics and BalancingSafe_statistics for the Balance Date selected.  Balancing Overview allows you to easily view the information from these three forms, but not to edit any of the fields.


  1. Double-click on Balancing Overview from the Point of Sales Icon.
  2. The form defaults to yesterday’s date. To view a different day of bookkeeping, select the start and end dates from the drop-downs.
  3. Review the data as it appears on this form.  Any changes should be made in the appropriate form, such as Till Statistics or Safe Statistics.
  4. The Balancing Overview Report can be printed by pressing the Print or Print Preview button in the toolbar.
  5. Store coupon and discount information can be viewed by pressing the Store Discount/Coupon SummaryDiscount_and_Coupon_Summary button in the toolbar.
  6. If you are running a cost plus store, press the Surcharge Report button if you add surcharges on your transactions.
  7. Press the Non-negated Report button to view the report.
  8. Click on the Exit Current Window button in the toolbar when you have finished.