Summary
A cashout is usually done at the end of the server's shift in order for the server to report any cash they've received in payment from customers. This is
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done to
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balance the transactions and ensure there are no overages or shortages.
The app allows the user to cash out more than once per day. If a server is working a split shift, for example, they would cash out for each shift worked that day.
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- An automatic cashout occurs at the end-of-day (EOD) for pending cash-outs for manager or users that don't have to use the time clock. System daily close time is set under Sites > Store Hours tab.
- An automatic cashout also occurs at the end of the pay period for all pending cash-outs for time clock users. If, for instance, the restaurant's pay period time occurs after the end-of-day, all pending cash-outs for time clock users are also automatically cashed out. Start of Pay Period Date/Time is set under Sites > Store Hours tab.
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Job permissions are set in ECM that allow a user to:
- View/Finalize/Print Entire House Cashoutfinalize/print entire house cashout
- View/Finalizefinalize/Print Othersprint others' Cashoutcashouts
- View/Finalize/Print Own Cashoutfinalize/print own cashout
Most jobs will be allowed to manage their own cashout; managers and leads are generally permitted to manager manage others' cashouts and the house cashout.
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All open checks must be closed and detached unassigned from all locations for a user to cash out.
- On the Location Manager, tap the user name to show the User Options: Time Clock and Cash Out
- Tap Cash Out (loading indicator may display briefly)
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- Print report: Tap the printer icon and select a printer to print to
- Finalize - Tap Finalize to finalize the cashout
- If there are unfinished transactions, an error message will be displayed. Complete the transactions prior to cashing out.
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- If the user is still assigned to a location, an error message will be displayed. Remove the location assignments prior to cashing out.
- After tapping Finalize, a confirmation message "Cash out complete" will be shown
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- Pre-condition: A user must have permission to manage others' cashouts in order to view others' records and finalize
- Click the user icon ("blue man") to display the users who have pending cashouts
- Select a user; click Finalize to finalize the user's cashout
ECM
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Cashout Report
- To view the cashout report in ECM, go to Reports > Cashouts
Select a site and the date and time; default is the current date
Click Refresh Report
The records in the cash-out report are grouped by employee name.
Shift cashout records are displayed separately on the report
The report can be exported to PDF, Excel or CSV format
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