How to use paid in/paid out and how to add more paid in/paid out reasons

Prerequisite:This function is completed from the back-end web URL. A user looking to change this setting will need the username and password to login into the back-end URL of their venue.

 

 

Step 1

Click on the hamburger menu in the top left of your web browser

 

 

 

 

Step 2

Navigate to the STAFF link

 

 

 

 

Step 3

Select ROLES and navigate to the position name that matches the privilege permission that needs to be changed

 

 

 

 

Step 4

Once determined, scroll down to ACCESS and look for the row labeled PAID OUTS

 

 

 

 

Step 5

If the box is unchecked then the PAID IN/OUT button will not appear on the POS terminal

 

 

 

 

 

 

If checked then the PAID IN/OUT button will appear

 

 

 

 

 

 

How to Use Paid In/Out From POS Terminal

Pre-requisite: This function is completed from the POS terminal

 

 

 

Step 1

Click on PAID IN/OUT button. A new window will pop-up with IN and OUT tabs at the top. Note: Feature is attached to the logged in user.

 

 

 

 

Step 2

For PAID IN select IN tab at the top and type in dollar amount. Once a dollar amount is added at the top of the window you can select a reason for the pay IN, more on how to add reasons to follow. You can then add a note/description if needed. Note: Do not use RECEIVED from drop down as it will calculate the cash

 

 

 

 

 

 

 

 

Step 3

Navigate to TENDER at the bottom of the window. Once a TENDER is selected a successful PAID IN pop-up will appear. A receipt will automatically print

 

 

 

 

 

 

Note: Process can be completed for “Paid out” under “OUT” tab using the same steps

 

 

 

 

Step 4

You can verify the PAID LOG by selecting the tab at the top right corner of the screen

 

 

 

 

 

How to Check The Report

Prerequisite: This function is completed from the POS terminal

 

 

Step 1

Navigate to MORE at the bottom right corner of the window

 

 

 

 

Step 2

Select the EMPLOYEE REPORT tab

 

 

 

 

There you can see the cash in /out report

 

 

 

 

How to Add Reasons to PAID IN/OUT

Prerequisite: This function is completed from the back-end web URL.  A user looking to change this setting will need the username and password to login into the back-end URL of their venue.

 

 

Step 1

Click on the Hamburger menu in the top left of your web browser

 

 

 

 

Step 2

Scroll down to venue settings and select “Accounting Setup”

 

 

 

 

Step 3

Navigate to “Cash Accounts” link

 

 

 

 

Step 4

Add reasons, as needed, under “enter cash account”

 

 

 

 

Step 5

Log back into your POS terminal and select the PAID IN/OUT button. All the reasons you entered on the back-end will now appear and are ready to be used