Depositing and Withdrawing Cash from the Register

This article explains how to deposit or withdraw cash from the register at any time during the day.

Things to Know:

• The ability to deposit or withdraw cash from the register is controlled by the "Accessing Register" permission setting.
• The register records all deposit and withdrawal transactions, including the staff member who processed them, along with the date and time of the transaction.
• Deposited cash is updated instantly and appears in the Current Cash section of the register.
• When making a withdrawal or deposit, you can attach multiple files. These attachments are stored in the register for each adjustment made.
• When withdrawing tips, you can select a specific ticket to withdraw from. By default, all tickets associated with the staff member will be selected, but you can deselect any tickets for clients whose tips you do not want to withdraw.
• If you attempt to withdraw tips and no tips have been collected for the day, the staff drop-down menu will show "No Employees." Once tips are collected, employee names will appear as selectable options.
• Withdrawals are recorded as negative adjustments (displayed in red), while deposits are positive adjustments added to the register.
• You can view the audit trail for attachments by clicking the attachment icon next to any withdrawal or deposit. From the audit trail, you also have the option to add additional attachments if needed.

Contents:

• Depositing Cash
• Withdrawing Cash

Depositing Cash

To deposit cash, simply: 

1. Go to POS > Registers
2. Click Enter Register next to the desired register
3. Select the Add/Withdraw button                                                                                                                    
4. Select the Deposit option (You can also add a note and attachments if needed.) 
   • To add notes, enter the desired text in the Notes textbox
   • To add attachments, click the "Attach Files" icon below the notes section, then select the file or image from your device
5. Click 'Save' to confirm the deposit

The deposit will be recorded in the register as an adjustment. 

Withdrawing Cash

To withdraw cash, simply:

1. Go to POS > Registers
2. Click Enter Register next to the desired register 
3. Next, select the Add/Withdraw button                                                                                                                     
4. Choose the Withdraw option (You can also add a note and attachments if needed)  
   • To add notes, enter the desired text in the Notes textbox
   • To add attachments, click the "Attach Files" icon below the notes section, then select the file or image from your device
5. Click 'Save' to confirm the withdrawal 
   

The changes will be recorded in the register as an adjustment. 

Clicking the attachment icon for these adjustments will display the audit trail for the attachment 

For more information, please contact our support team at [email protected].