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Set Up: Manage Cash ( Money in / Out )
Set Up: Manage Cash ( Money in / Out )

Create Cash Money Events: Tips, Floats, Petty Cash, ...

Updated over a year ago

MONEY IN / MONEY OUT

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


In this Article:


VIDEO DEMO

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


CREATE MONEY EVENTS

Create Cash Events that suits your Venue workflow

  1. In your Back Office => Settings => My Store :

OR:

  • If a have Multiple Venues => Venues & Stores -> select a VENUE :

2. Go to ' Manage Cash ' => Create + :

3.

  • Name: Input a Name that make sense to you

    ( ex: ' Float In ' / ' Petty Cash ' / ' Tips ' )

  • Event: Choose whether the cash is taken OUT of your till or put IN.

    ( ex: ' Petty Cash ' would be a ' Money Out ' but ' Float IN ' would be a ' Money In ' event )

  • Notes: Only for you to see & understand what the event is for.

=> Create Reason :


USE ' MANAGE CASH ' in POS

Now that our Cash events reasons are created: we can start using them in our POS

Learn how to use ' Manage Cash ' / ' Money IN / OUT ' in your POS,

in this article :


CASH EVENTS in your SALES REPORTS

Understand how your money events display in your reports

& use them to facilitate cash-ups


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