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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 done to balance the transactions and ensure there are no overages or shortages.
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- Message: User assigned to locations
- Tap Dismiss to close the message and return to the cashout window
ECM Configuration
Setting - Reset Total Sales
The site can choose to either display a cumulative sales total for the day for each server or to reset the sales totals to $0 each time the server cashes out.
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Note: If this is not checked, the printed cashout will reflect the total sales of the user for the entire day.
Job Permissions
Job permissions are set in ECM that allow a user to:
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| Item | Description |
|---|---|
| User name | Displayed in header area and above transactions |
| Transactions | User's transaction for the cashout period |
| 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.
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| Run report | After selecting new search or filter criteria, tap Run Report to refresh the display |
| Finalize | Tap Finalize to finalize the cashout
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| Deposit | |
| Printer | Tap the printer icon and select a printer to print to |
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Own cashout - Multiple shifts
- If a user has worked multiple shifts, they may have more than one cashout to finalize, as indicated by the number indicator next to Pending Cashout
- Tap Pending Cashout Tap Previous to display the pending p[revious cashouts
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- Finalize - To finalize all shifts, tap Pending Cashout to select from the drop-down list; tap Finalize (Confirmation message will display)
- Tap the desired cashout to display, view or print a report for a specific shift cashout the cashout report
- Note: Finalize is not available when a user is viewing one shift and has multiple shifts to cash out
- a previous cashout report
Others' cashouts
Pre-condition: A user must have permission to manage others' cashouts in order to view others' records and
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finalize (See Job Permissions)
- Tap the user icon ("blue man") icon to display the list of users who have pending cashoutscashouts (finalized or pending finalization)
- Select a user; tap Finalize to finalize the user's cashout
- If the user's cashout
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- has already been finalized, tapped Previous to view the cashout report(s)
Entire House Cashout - pending
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