Using ' Manage Cash ' & ' Money In / Out ' in your POS
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 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
Learn how to create new cash events,
in this article:
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
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
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,
learn more about User's Permissions, in this article:
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
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:
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
MONEY EVENTS in your SALES REPORTS
Understand how your money events display in your reports
& use them to facilitate cash-ups
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