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Own cashout - Single shift

  • The report displays: 
    • User's transactions 
    • Current date (date selector; see below) 
    • Pending Cashout (button)
    • Run Report (button)
    • Printer (button)
    • Finalize (button) 

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Item Description
User nameDisplayed in header area and above transactions 
TransactionsUser's transaction for the cashout period
Date 

Default: Current date 

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

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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 view a list of previous cashouts is shown. Tap the desired cashout to view. 

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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. Complete the transactions prior to cashing out by tapping the listed check then Go to table

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  • If

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  • a user

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  • remains assigned to a location, an error message will be displayed.

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  • Tap Dismiss to close the message. The manager on duty can address the user's assigned locations as needed. 

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Deposit
Printer Tap the printer icon and select a printer to print to







  • After tapping Finalize, a confirmation message "Cash out complete" will be shown

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