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Table of Contents
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Item Description
User nameDisplayed in header area and above transactions 
TransactionsUser's transactions for the cashout period are reported
Date 

Default: Current date 

Date can be changed by tapping the date selector and selecting a new date

Current/Previous 

Tap Current to see the current cashout information for the selected user. (Default)

Tap Previous to see previous finalized cashouts for the selected user. 

  • A numeric indicator (red circle) shows how many previous cashouts are available
  • Tap Previous to view a list of previous cashouts. 
  • Tap the desired cashout to display, view or print the cashout report 
    • Note: Finalize is not available when a user is viewing a previous cashout report  

Run reportAfter selecting new search or filter criteria, tap Run report to refresh the display
Finalize

Tap Finalize to finalize the cashout 

  • If there are unfinished transactions, an error message will be displayed.
    • Tap Dismiss to close window and return to cashout window 
    • Tap Go to table to go to the location with the unfinished transaction 

  • If a user remains assigned to a location, an error message will be displayed. Tap Dismiss to close the message. The manager on duty can address the user's assigned locations as needed. 

Deposit 



Deposit is an optional requirement based on a user's job.

ECM configuration path: Users > Jobs > Workflow (tab)

  • Require a cash deposit when staff member finalizes their cashout
  • Require a cash deposit when manager finalizes the entire house cashout 

  • Multiple deposits can be entered
  • Negative deposits can be entered by toggling Deposit Adjust +/-
  • Cash Over/Short is displayed on report
  • Cashout reports are final at EOD
  • Cash deposit amount cannot be edited

After tapping Finalize, if deposit is required, a numeric keypad will display to enter the amount of the user's cash deposit to the house. A message "Deposit amount is required" will display briefly.  

  • Use the keypad to enter the amount of the user's cash deposit.
  • Tap Go to complete or Clear to clear and re-enter an amount. 

  • Deposit receipts will print

Printer Tap the printer icon and select a printer from the list shown 
Cash Out by Device 

Tap device icon on the top left to perform exclusive device cash out. (Workflow in next section)

Others' cashouts 

Permission required: A user's job must have the following permission to manage others' cashouts: Allow user to view/finalize/print others' cashouts (See 209944699) 

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Workflow

  • Tap cash drawer icon; a list of drawers available for cashout is displayed
  • Select a drawer to cash out 
    • Drawer number is preceded by the device name used for the transactions

  • Cashout report is displayed; tap Finalize to finalize cashout for the drawer
    • Report will print automatically 

Cashout by Device

This is a device specific cashout report, no matter what user was accessing this device.

Job Permission Required: Allow access to Device Cashout

  • Allow Access to Device Cashout
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  • Optional Permission to access and print out another device cashout.
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Workflow

  • Tap your username in Location Menu then tap Cash Out.
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  • Tap the device icon on the top-left, then tap the proper device you want to run a cashout for. (It will display all the devices set from ECM)
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  • Tap the appropriate device. (Needs to have had sales taken on device)
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  • Review the displayed report then tap Finalize on the top-right.
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Automatic cashout

  • An automatic cashout occurs at the end-of-day (EOD) based on System Daily Close Time (set in Store Hours) for pending cashouts for manager or users that don't use the time clock.
  • An automatic cashout also occurs at the end of the pay period based on Start of Pay Period Date/Time (set in Store Hours) for all pending cashouts for time clock users. If, for instance, the restaurant's pay period time occurs after the end-of-day, all pending cashouts for time clock users are also automatically cashed out. 
  • Cashout report does not print for automatic cashouts. 

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