Using Cash Trays
Cash Trays allow users to assign employees to specific cash trays and provide detailed accountability. Below details how Cash Trays work.
Requirements
- A Cash Tray Command must be available in the FOH
- A Cash Tray/Cash Drawer report must be configured and available
- Cash Trays must be setup in Locations > Locations > Cash Trays
- Cash Tray Job Rights must be configured
Process to use Cash Tray
Step 1: Open Cash Tray
The Cash Tray must be opened before employees can accept cash payments on the station
- In the FOH navigate to the Cash Tray icon
- Select Open
- Select the Drawer
- Select Employees to assign to Cash Tray
- Select Assign
Step 2: Change Tray/Drawer Assignments
In some cases, employees will need to be added or removed to a Cash Tray
- Select Cash Trays
- Select Assign
- Select Drawer
- Change Assignments
- Select OK
- Confirm Changes
Step 3: Declare Cash for Cash Tray
At the end of the shift, the amount of cash is counted and then declared for the Cash Tray.
- Select Cash Tray
- Select Declare
- Select the Drawer
- Enter the total amount of Cash, Checks and Gift Cards.
- Select OK
Note: Gift Cards only include non-verified payments such as paper gift certificates.
Step 4: Close Cash Tray
For accountability, at the end of a shift the Cash Tray should be closed and another should be opened for the next shift.
- Select Cash Tray
- Select Close
- Select the Drawer to Close
- Confirm you want to Close the Tray
- If configured, a report will print with the cash details and the over/short
Step 5: Open another Cash Tray
Once the Cash Tray is closed, you will need to open another Tray in order to continue to accept cash payments
- Follow Steps 1-4 above
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