Getting to the POS Manage Tab
Click POS in the top menu, then click the Manage tab.
You'll see four tabs along the top of the POS screen: Sale, Refund, Transaction List, and Manage.
The Manage tab is split into two main sections: the Cash Register Balance on the left, and Cash Movement on the right.
Cash Register Balance (Left Side)
This section shows you exactly what should be in your cash drawer right now. At the top, you'll see:
Your cash drawer should contain: followed by the current balance amount.
Payment Type Report
Below the balance, there's a Payment Type Report with From and To date fields and a Go button. This lets you view a breakdown of all payments received over any date range.
The report lists every payment type and its total amount. The full list of payment types includes:
- Account Corrections
- Afterpay
- American Express
- ANZ Worldline
- Bad Debt
- Bartercard
- Cash
- CBA Terminal
- Cheque
- Credit Card
- Credit Card (Multiple Cards)
- Deposit
- Deposit Migration
- Diners
- Direct Credit
- EFTPOS
- EFTPOS with CASH OUT
- Gift Voucher
- Gift Voucher with NO ID
- Internal Use
- MasterCard
- Mercury Gateway
- On Account
- PAY EXPRESS
- PIN Gateway
- Salon Account Corrections
- Slick
- Stripe Gateway
- Stripe Gateway Refunds
- Tyro Gateway
- Zip Pay
At the bottom of this section, you'll find a Start End-Of-Day Process link to kick off your end-of-day reconciliation.
Cash Movement (Right Side)
Use this section whenever you need to record cash going in or out of the drawer. Under the Enter a Cash Transaction heading, you'll find:
Transaction Type
Select from the dropdown:
- Remove cash from drawer
- Add cash to drawer
- Correct too much cash in drawer
- Correct too little cash in drawer
Reason
Choose a reason from the dropdown:
- Petty Cash
- Banking
- End-Of-Day
- Float
- Other
Amount and Comments
Enter the amount in the Enter Amount field, add any notes in the Comments field, then click Create to record the transaction.
Tips
- Run the Payment Type Report at the end of each day before starting your End-Of-Day process, so you can cross-check your totals.
- Always record a reason and comment for cash movements - it makes reconciliation much easier down the track.
- If your drawer is over or under, use the "Correct" transaction types to bring the balance back in line.
If you have any questions, please send them to us via the Submit a Request option.