How to create balancing Exceptions within iGovSerivces

In this Knowledgebase (KB) Article will walk you through the process of setting up Balancing Thresholds within iGovServices. 

You will learn:

        How to locate and create Balancing Thresholds. 

This process is meant to allow you to assign over/under amounts when balancing to specific payment types(Cash, Check, Credit Card, etc).

If the counted amounts are within the thresholds, this will allow for the session to be balanced. If you do not assign a threshold amount, it is assumed to be 0.00.

First you will need to be logged into iGovServices

On the black navigation bar to the left

In iGovServices, navigate to:

Settings → Balancing Exceptions → Balance Thresholds

 
(If you do not see this menu item, please contact your administrator to provide the appropriate rights)

On the black navigation bar located to the far left on your iGovServices screen, click the Settings button that is shown in the image above by the red underline. 

Next, click the Balancing Exceptions dropdown as shown in the above image by the red arrow. You will then click the Balance Thresholds that is located within the Balancing Exceptions dropdown as shown in the image above. 

To add a new balance threshold onto the above screen locate and click the green plus sign (+). 

NOTE: To edit or delete an entry, simply click on the row in the table above.

The Payment Type dropdown as shown above, lists all of the payment types you selected when setting up iGovServices during your training.  In this case there is already a Cash threshold set up so Check will be used in this example. 

Enter the Threshold Amount, in this case it is one dollar. Then click Yes when finished. 

You will notice that the check Balance threshold will appear on the screen as shown by the red arrow in the image above.