Tracking Cash in the Cash Drawer

Overview:

The software has the ability to track cash in the cash drawer received from cash transactions. This article will follow step-by-step instructions to tracking the cash in the cash drawer.

Preconditions:

Preconditions are the necessary settings, permissions, and items created in your software to allow the feature to work.

• Access to the Sales Module
• Must have a terminal set up
• Must have a printer driven cash drawer

Steps:

1. Go to the Settings module and select the Sales tab

2. Click on 'Printing and Terminals'

3. Select the terminal you would like to have track the cash in the cash drawer

4. Select 'Yes' under the 'Track Cash in Register' setting

5. Under the 'Default Register Log Open' setting, enter the starting amount for the cash drawer

6. Click Save Changes. A pop up will now display in the Sales module when in this terminal to open the cash drawer with the starting amount entered in the default register open field. The software will track any cash transactions completed in this terminal from the time the drawer is marked as open to when it is closed.

FAQ:

Q: What report will show the cash that the software tracked in each terminal?

A: The Register Logs Report will display any cash or checks collected by terminal from when the drawer was opened to when it was closed. Go to Reports > Register Logs to view this report.

For further assistance, please contact our Support Team at [e-mail] or 800-929-5737