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Summary 

At the end of a server's shift, the server cashes out 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 nameDisplayed at top of left panel
TransactionsUser's transactions for the cashout period are reported
Date 

Default: Current Business date 

Date can be changed by tapping the date selector and selecting a new date
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Run reportAfter selecting new search or filter criteria, tap Run report to refresh the display
Cash Out

Tap Cash Out to finalize the cash out 

  • If there are unfinished transactions, an error message will be displayed.
    • Tap Cancel to close window and return to cashout window 
    • Tap My checks to go to the location with the unfinished transaction 

  • If a user remains assigned to a location, an error message will be displayed. The manager on duty can address the user's assigned locations as needed. 

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 

  • 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 Cash out, 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.  

  • Use the keypad to enter the amount of the user's cash deposit.
  • Tap OK to complete or C to clear and re-enter an amount. 

  • Deposit receipts will print

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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  • To view the cash out 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 

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 Device on the top-left, then tap the device name under Cash Device you're utilizing.
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  • Tap Cash out on the top-right to complete.
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User Options

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