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Configure Cash Events

Money In and Money Out events can be used to track cash added to or removed from a POS till outside of normal sales. Create cash events for activities such as adding a float, recording petty cash, or withdrawing tips.

Completed cash events are recorded in Shift Reports and in Sales Reports within the Cash section.

Step 1: Open Cash Events

Cash Events are configured for each venue in Oolio One Back Office.

  1. Open Settings > Locations.
  2. Select the required Venue.
  3. Open Cash Events.
  4. Select Create + to create a new cash event.

Step 2: Create the cash event

Configure the reason staff will use when recording a cash movement in POS.

  1. Enter a Name that clearly identifies the purpose of the event, such as:
    • Float In
    • Petty Cash
    • Tips
  2. For Event, select whether cash is being added to or removed from the till:
    • Money In: Use when cash is being added, such as adding a float.
    • Money Out: Use when cash is being removed, such as petty cash.
  3. Enter Notes to provide additional information about what the cash event is used for.
  4. Select Create Reason.

The new cash event is created and can be selected in POS when recording the corresponding Money In or Money Out transaction.