Cash Management

Cash Management

Cash Management - In this tab you can view batch history for different dates. Once a batch is chosen, the user can view cash drawer activity, user cash out information, as well as the cash and non-cash sales totals. If the customer's user cash out report or Cash Drawer report did not print, they can view the information here. The user cashout can be viewed by clicking on the user and the Cash drawer report can be viewed by clicking on the Cash Drawer. For user cashouts, if the sum next to their name is positive, that sum is due to the store. If the sum is negative, that amount is due to the employee.


Types of Cash Handling

The process of where, when, and how cash payments are taken in the cash drawer. This option is changed by development; the customer just makes the request. There are three options on how this can be set up:

Enforce cash-in

on drawer (default mode) In order to receive cash payments, for each terminal with a cash drawer, it must be cashed-in. If cash drawer is not cashed in, it will prompt user to cash in drawer before handling any cash. If a user attempts to make cash payments without a cash drawer, the payment will go towards their bank. Types of restaurants: All restaurants

Cash on drawer

Only In order to make cash payments, the terminal needs a cash drawer. If a user attempts to make cash payments on a terminal without a cash drawer, the system will notify them to make the payment at a terminal with a cash drawer. Types of restaurants: Customers pay at front terminal. The user does not give cash payments to servers. Diners (ex: IHop, Denny’s, Steak N’Shake, Skillets)

No restrictions

This option is never recommended to the customer. If the customer requests this option, find out exactly what they want to do and see if it can be set up with the other options. The users are allowed to take cash payments at any terminal whether or not it has a cash drawer; Cash drawer does not have to be cashed-in. If the cash drawer is not cashed-in, the cash payment will go towards the users’ bank. If the cash drawer is cashed-in, the user that makes the cash payment will put the cash inside the cash drawer (if the user is assigned to the cash drawer). Types of restaurants: Terminal with a cash drawer in which bartenders and servers will use (a swivel terminal inside a lounge/bar).


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