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Ideally, a carefully verified daily closing is created each day, which requires no subsequent correction. Should a correction be necessary, you can recreate daily closings already created in Belbo. This article describes how to do this technically. Please note the applicable laws in your country. You may violate legal regulations with retroactive corrections.

Mark daily closing as deleted

If you have already saved the closing for a day, although it is not yet correct, it can be recreated.

1. Open the closing by clicking on the date of the desired closing under Cash Register » Closings.
2. Under "Options" select "Mark daily closing as deleted"
3. The daily closing is now removed and can be recreated after making the desired corrections.
4. Use the comment field in the closing dialog to transparently document why a correction was made.

Correction number and closing number

A new closing number is assigned after each correction and it is clear that this is a correction. With multiple corrections of the same day, the correction number increases.

The originally made closing retains its assigned closing number. This number is now "missing" in the overview list. The original closing can be found at any time in the current closing under "History".

Corrections of closings in the past

Daily closings build on each other. This especially applies to the morning cash balance, which is always reconciled with the evening balance of the previous closing. If a daily closing from the past is deleted, a warning is displayed in all closings created afterwards, as the cash balance typically changes after a closing is deleted.

Correction without change in cash balance

If you have deleted a past closing because you wanted to correct a booking without cash reference, the closing can be saved again. The warnings for the following days are automatically removed if the cash balance does not change.

The closing numbers are no longer sequential, as a new closing number has been assigned.

The more corrections you make, the less well-maintained the overall appearance of your cash register becomes, which can raise questions in the event of an audit. This can be avoided through conscientious daily review of all bookings.

Correction with change in cash balance

We recommend using the count protocol to document the cash balance daily.

If the cash balance of a day in the past is changed, this affects all following days as well. This means that the incorrect amount was not detected on any of the following days, which suggests negligence in counting the cash amount.

It is technically possible to recreate the following closings, starting from the past to the present, so that they subsequently build on the newly entered cash balance. However, it is unlikely that the cash balance currently actually in the register will be correctly reached.

Please discuss with your tax office how any deviation from the actual balance can be documented and corrected.

With the Belbo Barometer you can analyze your revenue. Here we have collected some frequently asked questions about the Barometer.

What does "Other Revenue" at the bottom of the Barometer mean?

Under "Other Revenue" all services are listed for which you have not saved your own Barometer assignment. Basically, all your services are sorted here until you make an assignment. If you do not need your own Barometer structure, you don't need to do anything here.

The sum of the individual lines does not equal the displayed total

Reason 1: Multiple Barometer assignments

If you have created your own Barometer groups, it is not unusual for the total shown in the header area of the Barometer to not match the sum of all categories. This is usually because you have services that fall into 2 or more of your categories.

Reason 2: Gender is not correctly maintained in the customer record

If you try to add up the total revenue for women and men and do not arrive at the number shown under "Total Revenue," it may be that the genders in your customer records are not correctly maintained. In this case, a correct calculation of women's and men's revenue cannot take place.

The revenue figure under "Total" is nevertheless correct!

Reason 3: You sell service packages

Service packages are not marked separately.

See how many appointments are entered in the calendar on a day, both online and on-site, and whether they are new or existing customers. This allows you, for example, to assess the effectiveness of your advertising measures.

Daily Statistics Dashboard

In the dashboard, you can see the number of entered appointments. Here you can see how many of the appointments were booked by new or existing customers and which services were selected.

Daily Statistics Details

In the details, you can see which customer booked which service.

Daily Report by Email

In the Settings tab, you will find the option to have a daily summary of bookings sent to you.

If you use the Belbo cash register system, you can enter expenses and sell vouchers. These always have sequential numbers.

Your Belbo cash register system ensures that the sequential numbers of vouchers or expenses never appear twice. However, it can happen that numbers appear to be missing. This is for technical security reasons.

Voucher numbers

If a voucher is entered in the cash register process but then deleted, the number of this voucher is not reassigned. Vouchers that are added to a cash register process but are not subsequently cashed out also receive their own numbers, which then do not appear in the voucher list. This ensures that even when using the Belbo cash register from multiple devices or by customers in the voucher shop, numbers are never assigned twice and each number can be uniquely assigned to a voucher.

Receipt numbers

Since 1.1.2021, a new receipt number is blocked for each reversal. This is necessary to comply with the legal requirements that come into effect from 1.4.2021 and with the use of the TSE.

If an already cashed booking is reversed, both the reversal receipt and the new receipt are assigned new receipt numbers. This can always be determined in the cash register process under "History":

Finding receipt numbers

You can also find reversed receipt numbers via the cash register using the search function:

Expense numbers

Cancellation or reversal of an expense

If an expense is entered in the cash register system but then deleted, the number of this expense is not reassigned. Even if the entry of an expense is started but the process is not completed, the system assigns a number which is then not reassigned. This ensures that even when using the Belbo cash register from multiple devices, numbers are never assigned twice and each number can be uniquely assigned to an expense receipt.

Automatic cash withdrawal

If you have activated the "Automatic cash withdrawal" function, a change withdrawal may be automatically posted at the end of the day. These postings also use expense numbers which are then no longer available. These expense numbers are listed in the DATEV export and can thus be traced by the tax office.

With the barometer, you get an overview of your revenues, broken down by your employees. This is useful, for example, for calculating commissions.

Enable and view barometer

You can enable this function under Settings › Add Function. Once enabled, you will find the barometer in your cash register. Here you can view individual days, the current calendar month, or any time period.

Supplement barometer structure

Basically, sensible evaluation groups are already included. These include total revenue, revenue from services, revenue from goods sold, employee attendance, and much more. If you also want to distinguish between individual services, service groups, or product groups, you can add as many evaluation groups as you like.

1. Create evaluation groups

You can create your own evaluation groups and add any subgroups to them:

1. Go to Settings › Barometer › Structure.
2. Click "+ Evaluation Group" to create a new group.
3. Assign a name (e.g., "Cosmetics") and set the gender if necessary, if you want to distinguish between men and women.
4. Then define the subgroups (e.g., "Eyebrow plucking", "Lash tinting", etc.). To do this, click "+ Row" and create one subgroup per row.

↑ Create and edit new barometer group

↑ Create and edit barometer subgroups

2. Link evaluation groups

Once you have created the evaluation groups, you can link them to your services and any cash register services. In each service, you will find the submenu item "Evaluation Group", which displays all self-created groups and subgroups. Activate the desired groups for each service.

You can then evaluate the services assigned to the new group separately per employee for the desired time period in the barometer:

Step-by-Step Barometer Structure Using the Haircut Example

Here we want to show specifically how a barometer structure "Cut" can be created and how services can then be added to this group.

Step 1: Create structure

1. Go to Settings
2. Open the Barometer function
3. Click on "Structure"

You are now here:

Now click on "+ Evaluation Group", enter the name "Cut", and leave all other options unchanged. Then click Save.

Step 2: Assign services

1. Go to Settings
2. Open the Barometer function
3. Click on "Structure"

You are now here:

Now click on the service that should be assigned to the "Cut" group and open the "Evaluation Group" subsection here.

Now select the group to which this service should belong. In our case, we click on "Cut" and then click Save. When you close the window, "Cut" should appear in the row of the service you just edited:

Done! Now proceed accordingly with other services that should appear separately in the barometer.

To assess at which times and on which days your business is visited most frequently, you can see the number of appointments per weekday and time in this statistic.