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An account feature toggle must be enabled for your account to use this feature: Enable banks and drops Please contact your NorthStar representative to have this feature enabled for your account. |
Summary
The banks and drops feature enables sites to set cash threshold limits for cash drawers; when cash limit is met, management is prompted to pull cash from drawers and record the amount pulled. There are two limits set: a warning prompt at one limit and then a maximum amount limit. If the maximum limit is met, a cash drop is required before any checks can be finalized from that point.
This supports cash management policies and loss prevention at restaurant sites.
Configuration
Staff Facing
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- Drawer cash warning limit - Enter/select an amount. On the app, when the amount is met, a warning will display. Checks can still be finalized.
- Max. drawer cash limit - Enter/select an amount. On the app, when the amount is met, a maximum limit message will display. A cash drop must be made before continuing to use the cash drawer.
Job Permission
- Go to the job(s) (Users > Jobs) that will be allowed access to the Banks/Drops function on the app to enter starting banks and to perform bank drops.
- Select the job permission: Allow user to access banks/drops.
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- If the cash limit has been met:
- A maximum limit message will display.
- A yellow warning icon appears next to the drawer name.
- A cash drop must be made before continuing to use the cash drawer.
- Tap the amount field and use the keypad to enter the amount of the cash drop.
- Tap Confirm
- The yellow warning icon next to the drawer is replaced by a green checkmark.
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- When the drawer cashout report is finalized, the starting bank and cash drops for the drawer are reset to 0.
