- Create Register and select Denomination
First please add your Clover station(s) to the app as Register and select the Denominations that you'd like to track. Go to "Settings" page:
Click on "Add New Register", you can see the dialog as below, selected the Device by device id and name the register.
- Allow Employee to manage shifts
By default, only manager can begin the shift by adding cash out to Register or Employee and count the cash when the shift ends. If you want to allow Employee to open and close shifts, you can enable "Allow Employee Manages Shifts" on Settings page. Then any employee can manage shifts as manager.
- Put Cash to the Register
At the beginning of each shift, enter the cash amount that you are going to place at the register. Click "Add New" button on "Current Cash out" page, then enter the amount to the "Record cash out to" dialog.
- Give cash to Employee
If you'd like put cash to Employee's pocket as "Server Banking", you can also choose to "Record cash out to" Employee by picked the Employee radio button and select the name of the employee from the employee list, then enter the amount.
Please don't mix up Register and Employee Cash Tracking. If a tracked Employee uses a tracked register to check out, that transaction will be recorded as register's transaction rather than the employee's transaction.
- Count the money as Employee
At the end of each shift, Employee can log in to Cash Track app to count the cash and check. Employee will see his/her current shift as well as all previous shifts.
Click on "View & Count" to count the money.
Enter Check # and amount for each checked received, enter quantity of each denomination of bill. The app will calculate the total.
- Count the money as Manager
Manager can count the money from each register at the end of day or from each employee at the end of each shift. Go to "Current Cash Out" page and click on "View & Cont
Enter Check # and amount for each checked received, enter quantity of each denomination of bill. The app will calculate the total. If you are counting Employee shift and employee has already counted, you will see Employee's count.
- Manager count the money later
If manager wants to close the shift immediately and count the money at later time, you can click "Count Later" button in the Shift detail page:
In "Count Later" confirmation dialog, you can also enter cash count amount to start a new shift for the same register or employee once the current one is closed. When you click "Save" button, the current shift is closed. You can count the money at later time by tap the shift entry in "PAST COUNT" tab.
Record Bank Deposit
After close the shift by completing Manager's count, you can record bank deposit information within the app, simply click on "Record Deposit" button in shift details page:
Enter the deposit amount, bank bag no and deposit slip no, then "Save". Now these information will appear on shift report printout.