With the Cash Management, you can count your Cash balance at any time. A new counting protocol is created and listed in the Z-Report (for Business Days).
There are different ways to manage cash in enforePOS. If you do not manage your cash at the Cash Register, but your staff members manage cash in their own Cash Containers, you will not find the cash levels displayed from the current Business Day, but in the reports of the respective Staff member.
Counting cash in the Cash Register:
Requirement:
- From the POS menu, open Sales > Accounting.
- Select in the left area under Device: Device name Current Business Day.
- Tap [Count Cash].
Counting cash in Staff Members's Cash Containers:
Requirements:
- The Staff member is logged in
- A Cash Container was assigned to the Staff member
- From the POS menu, open Sales > Accounting.
- Select in the left area under Staff Members: Staff members name Current shift.
- Tap [Count Cash].
Counting Cash
⮕ After you have tapped on [Count cash], the Count cash window opens.
The expected cash amount will be shown in the right column.
- Enter the number of coins and notes.
- Confirm with [Save].
The green hint shows you that the counted cash amount matches with the expected amount.
⮕ Cash Register: in the Current Business Day view, you will find the Cash transactions and all counting protocols in the Cash Drawer tab.
⮕ Staff members: in the Current Shift view, you will find the Cash transactions and all counting protocols in the Cash Drawer / Wallet tab.