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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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Most jobs will be allowed to manage their own cashout; managers and leads are generally permitted to manage others' cashouts and the house cashout.
Operation
All open checks must be closed and user unassigned from all locations for a user to cash out.
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- Tap Cash Out (loading indicator may display briefly)
Own cashout - Single shift
Screen Elements
| Item | Description |
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| User name | Displayed in header area and above transactions |
| Transactions | User's transaction 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.
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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 | Deposit is an optional requirement based on a user's job. ECM configuration path: Users > Jobs > Workflow (tab)
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.
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| Printer | Tap the printer icon and select a printer to print tofrom the list shown |
Own cashout - Multiple shifts
The site has the option to report a cumulative total for the day or to reset sales total to zero each time a cashout is performed.
Setting:
Reset sales totals to 0 when a staff member finalizes a cashout
- Selected: When the cashout is finalized, the report will be reset to zero; each report will show the sales totals between the last and the current report
- Not selected: When the cashout is finalized, each report will show a cumulative total for the day
- If a user has worked performed multiple shifts, they may have more than one cashout to finalize, as indicated by the number indicator next to Pending Cashoutcashouts, a number indicator will be shown next to Previous
- Tap Previous to display the p[revious 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
Others' cashouts
Pre-conditionPermission required: A user's job must have the following permission to manage others' cashouts in order : Allow user to view/finalize/print others' records and finalize cashouts (See Cash out by shiftJobPermissions)
- 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)
Entire House
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Cashout
Permission required: A user's job must have the following permission: Allow user to view/finalize/print entire house cashout (See JobPermissions)
- Tap the house icon to display entire house cashout report
- Tap Finalize to finalize the cashout
- The system will prompt user to enter a deposit amount (if required)
- Enter amount and tap Go
- System automatically cashes out and finalizes entire house at end of day
- Tap Finalize to finalize report
Cash Out by Drawer
Similar to user cashout, cashing out by drawer provides:
- Drawer-specific sales information via the cashout report
- User accountability for the over/short of the drawer assigned to the specific user
Configuration
Users > Job > edit job - Select permissions:
- Allow user to view/finalize/print others' drawer cashout
- Allow user to view/finalize/print own drawer cashout
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
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 cashout report are grouped by employee name.
Shift cashout records are Each shift cashout record is displayed separately on the report
The report can be exported to PDF, Excel or CSV format
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