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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 
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  • 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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  • 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

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

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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 
Cash Out by Device 

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

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

  • Tap your username in Location Menu then tap Cash Out.
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  • 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)
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  • Tap the appropriate device.
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  • Review the displayed report then tap Finalize on the top-right.
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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. 

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Reports (sites)

Cashouts Report

Cash Out - Operations Guide