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      Use 'Manage Cash & Money In/Out' in POS

      Create cash events such as: Petty Cash, Floats, Tips, ... to better understand your cash expenses

      Track your Cash events in your POS such as:

      • Float In / Out

      • Petty Cash

      • Withdraw Tips

        Those events will be recorded in your Sales Reports within the Cash section

      Learn how Cash Events can be used & reflect in your Sales Reports


       

      CREATE CASH EVENTS NAME in BACK OFFICE

      Before you can start using Cash Events in your POS:

      You need to create them in your Back Office


      SET UP: MANAGE CASH ( MONEY IN / OUT )

      CREATE a CASH EVENT in POS

      Now that our Cash Events Names are created:

      we can start using them in our POS

      There are 2 ways to Add a Money Event in your POS:

      • Using the function map: Money In / Out

      • Using the settings: Manage Cash

      Using the function map: Money In / Out

      Using the settings: Manage Cash

      Money IN / OUT

      From here you can create new Cash Events:

      Those events will be displayed in ' Manage Cash ' ( see below )

      & in your Sales Reports

      1. In your POS => click on the arrow on your Function Map:

      2. Click on ' Manager Functions ' to open its options :



      ⚠️

      If you don't have the right permissions ( manager, org admin, ... )

      you won't be able to access this option,

       

      3. Click on ' MONEY IN /OUT ' :

      4. Select on top whether it is a:

      • ' Money In ' ( ex: Float in )

      • ' Money Out ' ( ex: ' Tips ' or ' Petty Cash ' )

      • Select Reason: Out of the reasons you have created in the Back office.

      • Amount: amount of cash added or removed from the till

      • Add Notes: To understand the reason of the event ( ex: Bought Milk for Barista )

      => Confirm :

      Manage Cash

      From here you can create new Cash Events ( which will display in your Sales Reports )

      as well as seeing existing ones

      1. In your POS => Go to the navigation ' . . . ' => Manage Cash :

      2. Create a new cash Event by clicking ' Add New Event ' =>

      3. Select on top whether it is a:

      • ' Money In ' ( ex: Float in )

      • ' Money Out ' ( ex: ' Tips ' or ' Petty Cash ' )

      • Select Reason: Out of the reasons you have created in the Back office.

      • Amount: amount of cash added or removed from the till

      • Add Notes: To understand the reason of the event ( ex: Bought Milk for Barista )

      => Confirm :

      4. From here you can see previous created cash events of the day:

      ⚠️

      Once you close your shift your events will disappear from this page

      & will be shown in your daily reports

      5. You can click on the ' i ' Icon ℹ️ to display information from that event:

      6. You can also print that event clicking on the ' Print Icon ' 🖨️

      ( ex: to be attached with a tips envelop )

      CANCEL / REMOVE A CASH EVENT

      You have created a Cash Event but made a mistake & want to remove / adjust it

      There are no buttons to remove an Event: but you can created a counter-event !

      If you entered the tips wrong and meant to put $ 66.50 => You can create a Money IN even of $ 10 with an explanation to balance it out:

      1. Click on ' Add New Event ' => choose Money IN ( if the mistake was a ' Money OUT ' ):

        Input the amount to 'refund' and an explanation:

      Now out tips are:

      • OUT : $ 76.50

      • IN : $ 10

      • TOTAL OUT: $ 66.50