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Rose Eliff (Unlicensed)

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Comment: updated permissions; added reprint cashout receipts

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Job permissions are set in ECM that allow a user to: 

  • View/finalize/print entire house cashout
    • This action is usually reserved for management staff
  • View/finalize/print others' cashouts
    • Permission is for others' cashouts, not the user's own cashout

  • View/finalize/print others' drawer cashout
    • Permission is for others' drawer cashouts

  • View/finalize/print own cashout
    • Permission is for user's cashout, not others' cashouts
    • When previous cashout is reprinted, a watermark prints on the receipt: REPRINTED CASHOUT 
      Image Added
  • View/finalize/print own drawer cashout 
    • Permission is for user's drawer cashout, not others'
    cashouts

Most jobs will be allowed to manage their own cashout; managers and leads are generally permitted to manage others' cashouts, drawer cashouts and the house cashout. 

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Own cashout

Screen Elements

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
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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 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  

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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.
    • Tap Dismiss to close window and return to cashout window 
    • Tap Go to table to go to the location with the unfinished transaction 

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  • 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. 

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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 

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  • 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.  

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  • 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. 

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  • Deposit receipts will print

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Printer Tap the printer icon and select a printer from the list shown 

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 JobPermissions209944699) 

  • Tap the user icon  to display a 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, tap Previous to view the cashout report(s)

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Permission required: A user's job must have the following permission: Allow user to view/finalize/print entire house cashout (See JobPermissions209944699)

  • 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 

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