Auto-Bank for Starting Cash Drawer Balance
Auto Bank
For an employee pay category, you can set a starting cash drawer balance that will be in effect for the for all employees in the given pay category and effect how their employee checkouts are calculated.
Configure Auto Bank
- In manager console, navigate to employees > pay categories
- Select the pay category that you will be adding the auto-bank to, then select Edit
- Enter the starting cash drawer balance in the Auto Bank box:
- Select OK when finished to save changes.
Whatever number is in this box will be the starting balance that is used to calculate overall cash balance when EOD is ran.
Default amount is 0. This is to keep the most accurate balance / count between overall cash sales for the day and cash paid out to employees for that same day.
Any employee that clocks in under this pay category will have their checkout balance effected by what is in the auto bank box. This will additionally be reflected on their checkout slip.
Alternative: Employee Bank for Terminal
You can also add an auto bank for a terminal, within its hardware device settings.
This is not the reccomended method in most cases. Ensure you understand possible risks before going with this method.
If you instead decide to configure this terminal employee bank, keep in mind that every employee that uses that terminal will have their checkouts effected.
If this is not right for your specific use case, configuring the auto bank through pay categories keeps things much more organized and has less opportunities to create additional issues.
- In Manager Console, navigate to setup > system preferences > hardware devices
- Select the terminal that will have the auto bank added (ex: Terminal 02), then select Edit
- In the Sign In / Out tab, you can configure the Employee Bank box.
Any employee that clocks into and/or closes checks on this terminal will have their checkout balance effected by what is in the auto bank box. The employee bank will additionally be reflected on their checkout slip.
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