To View Cash Management on Qashier Smart Terminal:
Select CASH MANAGEMENT in the terminal's homepage.
Cashier to enter staff PIN.
Features of Cash Management
Allows you to select a range of dates you would like to view cash transaction records of.
Amount in cash drawer
Tap to view the cash amount available in the cash drawer currently. Only accessible to managers. Staff should not have access to this to prevent cheating/stealing.
Tap when you are depositing money into the cash drawer (i.e. at the start of the day). This will increase the available balance in the cash drawer.
Tap when you are withdrawing money from the cash drawer (i.e. at the end of the day). This will decrease the available balance in the cash drawer.
Used most often when staff is changing shifts and/or at the start/end of the day. The cashier is required to manually count the cash in the cash drawer and select TALLY to input the amount. A system record and manual count of cash will be displayed under CASH IN/OUT HISTORY. Both amounts should tally.
Cash Drawer icon
For emergencies or others (e.g. wrong change given after closing cash drawer), enter terminal PIN to open cash drawer.
Important! How to use the cash management function:
Cash in float at the start of each day.
Ensure all ad-hoc additions/receipts of cash (i.e. top up of float) are recorded via Cash In. You should also record the reason for cash in under notes for easy reference. This will be recorded under CASH IN/OUT HISTORY.
Ensure all ad-hoc withdrawals of cash (e.g. cash payment to supplier) are record via Cash Out. You should also record the reason for cash in under notes for easy reference. This will be recorded under CASH IN/OUT HISTORY.
All cash transactions and voiding(refund) of cash transactions will be recorded as cash movement under CASH SALES HISTORY.
You may do a manual count of the cash at the end of the day, and use the Tally function to check if the manual count matches the system count. If they do not match, it would likely be due to cash ins/outs that were not recorded in the system.
Cash out the full cash amount at the end of each day to ensure that the system count resets to zero. This will also ensure that the system count for the next day will be accurate.
Common mistakes that will lead to cash count not tallying.
Not cashing out at the end of day, and re-cashing in leftover amount of cash the next day. This will cause the cash recorded in the system to be double of what the cash drawer actually has.
Recording ad-hoc cash receipts during the day as Cash In, but did not keep the cash in the cash drawer.
Using cash from cash drawer to pay for supplies without recording Cash Out.
*Tallying can be done at any point of the day to check that the cash in the cash drawer is correctly accounted for, and it does not lead to any change in the cash amount.
To View Cash Management on QashierHQ Portal:
Select Cash Management from the menu on the left-hand side of the portal.
You can view Cash In/Out History and Cash Sales of the current day here.
To view Cash In/Out records of previous days, select [DATE] and specify a date/range of dates.
Select EXPORT to export cash record as CSV file.