Banks/Drops

This feature is intended to support cash management policies and prevent loss at restaurant sites. Cash threshold limits are set for the site in ECM, The manager in charge is then prompted to remove cash from the cash drawer that exceeds that limit. 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.

Optional feature - Account feature toggle required (Please contact your NorthStar representative to have this feature enabled for your account.)
1. An account feature toggle must be enabled for your account to use this feature:
2. "Enable banks and drops"
Assign user to a Cash Drawer first so this feature functions correctly.

ECM Setting

Path: edit a site > Staff Facing
Under Banks/Drops:
- Drawer cash warning limit - Enter/select an amount. When the amount is met, a warning will advise that the maximum limit is near. Checks can still be finalized.
- Max. drawer cash limit - Enter/select an amount. When the amount is met, a warning will advise the maximum limit has been met and a cash drop must be made before continuing to use the cash drawer.
- Note: Amounts must be greater than zero.

Make sure to assign user to a cash drawer first

Job Permissions

Set job permission for any job(s) that will be allowed to access the Banks/Drops feature on the app.
- Job permission:
  Allow user to access banks/drops

When this job permission is selected, the Banks/Drops button on the Cashier Menu is enabled for any user with that job. They are permitted to enter an opening bank amount for a drawer and to perform cash drops.

Documentation

Order Entry Documentation: Staff Facing

ECM Release 2021-08-09 (#196): Banks and Drops