Versions Compared

Version Old Version 20 New Version Current
Changes made by

Rose Eliff

Jason Epp

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Table of Contents
maxLevel3
minLevel2

...

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. 

...

  • Tap Cash Out (loading indicator may display briefly) 

Alternate access to cash out

  • Cash out can also be accessed from the Cashier Menu using Cash Out Staff. 
  • User must have job permission to cash out staff

Image Added 

  • Select the employee to be cashed out or search by user name 
  • Tap Done to cash out the user 

Image Added

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
Image Modified

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  

Image Modified

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 

Image Modified

  • 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. 

Image Modified

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 

Image Modified

  • 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.  

Image Modified

  • 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. 

Image Modified

  • Deposit receipts will print

Image Modified

Printer Tap the printer icon and select a printer from the list shown 
Cash Out by Device 

Tap device icon on the top left to perform exclusive device cash out. (Workflow in next section)

Image Added

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)

...

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 

...


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 

Cashout by Device

This is a cashout based on the device that was used, regardless which user(s) was accessing this device

Job Permission Required: Allow access to Device Cashout

  • Allow Access to Device Cashout
    Image Added

  • Optional Permission to access and print out another device cashout.
    Image Added 

Workflow

  • Tap your username in Location Menu then tap Cash Out.
    Image Added

  • Tap the device icon on the top-left, then tap the proper device you want to run a cashout for. (It will display all the devices set from ECM)
    Image Added

  • Tap the appropriate device.
    Image Added
  • Review the displayed report then tap Finalize on the top-right.
    Image Added


Automatic cashout

  • An automatic cashout occurs at the end-of-day (EOD) based on System Daily Close Time (set in Store Hours) for pending cashouts for manager or users that don't use the time clock.
  • An automatic cashout also occurs at the end of the pay period based on Start of Pay Period Date/Time (set in Store Hours) for all pending cashouts for time clock users. If, for instance, the restaurant's pay period time occurs after the end-of-day, all pending cashouts for time clock users are also automatically cashed out. 
  • Cashout report does not print for automatic cashouts. 

...

  • 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 cashout report are grouped by employee name. 

    • Each shift cashout record is displayed separately on the report

    • The report can be exported to PDF, Excel or CSV format 


User Options

Job Permissions

Reports (sites)

Cashouts Report

Cash Out - Operations Guide