Miscellaneous Check to record

Miscellaneous Check to record

How to Enter a Miscellaneous Check in MaxxTraxx When Closing the Cash Drawer

If you need to record a miscellaneous credit (non-invoice payment) in MaxxTraxx so it is accounted for when closing the cash drawer, follow these steps.

Enter Non-Invoice Cash In

  1. Navigate to Quick Picks - Cash Drawer
  2. Select the appropriate cash drawer
  3. Choose Non-Invoice Cash In
  4. Select the account you want to apply the credit to
  5. Enter the check information
  6. Click Finish 

If the Account Is Not Available

If the account you want to credit does not appear in the list, you’ll need to add it to the Misc Cash Income Disbursement list first.

Add the Account

  1. Go to Setups (Gear Icon)
  2. Under the Accounting column choose C - Default Account Posting

Update Transaction Category

  1. In the Transaction Category column, select:

Misc. Cash Income Disbursements

  1. On the right side of the screen, you’ll see a list of accounts currently available

Add a New Transaction Type

  1. Click Add Transaction Type
  2. Put in your Transaction Description
  3. Select the appropriate Account Number
  4. Click OK

Complete the Transaction

After adding the account:

  1. Return to Non-Invoice Cash In
  2. Select the newly added account
  3. Enter your check details
  4. Complete the transaction

This ensures the miscellaneous credit is properly recorded and balances correctly when closing out the cash drawer.

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