Petty cash FOH
-First login into the terminal using your code.
-Go to Cash Management and Cash Drawers. Select the cash drawer then petty cash.
-Enter in the dollar amount. Choose the type of petty cash, like milk for example. Entering a note is optional. Then choose Credit or debit. Credit for money in, debit for money out. Afer, a short receipt will print out for your records.
-User must have permission: FOH APPLY PETTY CASH added to necessary FOH role.
Permissions:
FOH APPLY PETTY CASH
BOH02 SETUP PETTY CASH TYPE ADD
BOH02 SETUP PETTY CASH TYPE REMOVE
Petty Cash BOH
- First login into BOH and select Setup then Petty Cash types.
-Here you will see the names, description, add button, credit or debit and a red trash can button to delete. User must have permissions BOH02 SETUP PETTY CASH TYPE ADD & BOH02 SETUP PETTY CASH TYPE REMOVE added to BOH role to make these changes.
-Click the plus sign button to create a new petty cash. Enter the name and description, then specify whether the petty cash type is credit or debit. Unspecified, will allow the user to decide if they are going to use credit or debit.
-Don't forget to save. If you're accessing the terminal and do not see it, try going to Admin then System status to refresh any changes made in boh.
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