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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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| 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 | After tapping Finalize, 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.
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| Printer | Tap the printer icon and select a printer to print to |
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Pre-condition: A user must have permission to manage others' cashouts in order to view others' records and finalize (See Job PermissionsSee Cash out by shift)
- Tap the user icon to display list of users who have cashouts (finalized or pending finalization)
- Select a user; tap Finalize to finalize the user's cashout
- If the user's cashout has already been finalized, tapped Previous to view the cashout report(s)
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Entire House Cashout - pending
ECM 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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