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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