How to Assign a Cash Tray   

Purpose

The procedure to assign a Cash Tray is listed below. Note: The employee clocking in has the Job Right ‘Cashier – (Tray) Select at Clock In’.

 

The Job Right ‘Approve Cashier Functions’ is necessary to approve Cashier functions.

 

Procedure to Assign a Cash Tray at Clock In

·          Select the drawer to assign (see Figure tc.1.4).

 

Notes

All drawers configured for the current Station appear in the list.

If the employee selects a drawer that is already open then they are assigned to the drawer.

If the employee selects a drawer that is not open then the drawer is automatically opened and the employee is assigned to it.

 

Restrictions

Only one employee may be assigned to a cash drawer if the option in “Locations > Locations > Cash Trays > One User Per Tray” is on.

 

 

Figure tc.1.4 Cash Drawer Assignments Window

 

§   Press the OK Button.

§   Confirm that the Cash Tray assignment and Starting Bank amount are correct. Note: The option “Locations > Locations > Cash Trays > Prompt for Starting Bank” must be on to prompt for the starting Bank. The starting bank defaults to the amount set in “Locations > Locations > Cash Trays > Bank Amount.

 

 

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