Opening and Closing your day

Modified on Mon, 11 Mar 2024 at 11:24 AM


Opening and Closing your day

Daily, Cash Register

Verify it is correct cash register.  If not, change under Utilities and Workstation Preferences and set Required Cash Register.

If you use a "float" in your drawer, you can set that up under Management, Master Tables, Cash Register Float.

Click on New, Name the Cash Register Float. Save.


Click on the New Cash Register Name that you have created and answer Yes to change the amounts.

Fill in the amounts for the starting float. 

Save.

Under Master Tables, Cash Register, you can create a Cash Register for that location, and then you can attach that Float you have created, to the actual cash register.  

Save.


Under Daily, Cash Register, Open Register

When opening the day, you also have the option of changing the starting Float, if necessary.


When done for the day/shift, go to Daily, Cash Register.

Tip Out (if you take tips)


Close Register – it will ask you for a PIN number.  Fill in the amount of money in the drawer, and if you use the Float feature explained above, the system will automatically subtract your float on your report for you; fill in the totals on the right side and Close Register.


Your Daily Report (Under Reports) will state the business for the day and if you are over or under. And, you can run the report with the User Out information as well. 

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