Opening and Closing the Register

Opening Cash Process/Till/Register 

You can open your cash process either by the appointment book screen or in the cash process screen.

Opening Cash Process via Appointment Book

1. In the Appointment Book, look for the “Open Process” button if no cash process is currently open.
2. Click the button to initiate the process.
3. Enter the starting amount in the register. You can use the money grid option to help you count.
4. Optionally, add a description if needed.
5. Click Create to finalize and open the cash process.

Opening Cash Process via Cash Process

1. Use the Search Bar in the top banner and type Cash Process.
2. Click Create.
3. Enter the starting amount in your register. The money grid is available to assist with counting.
4. Optionally, add a description if necessary.
5. Click Create to finalize and open the cash process.

Closing Cash Process/Till/Register 

Closing Cash Process

1. Use the Search Bar in the top banner and type Cash Process.
2. Click into your open cash process to begin closing it.
3. Enter your Closing Amount (the total cash in your register). Use the money grid feature for easier counting.
4. Enter the Closing Date, ensuring it matches the period when transactions were processed. For daily cash processes, the date should align with the date of the open cash process.
5. Add a Comment if required. Comments are mandatory if there is a discrepancy, such as being over or short.

Click Close Cash Process to finalize and complete the process.