PS: Adding and Configuring Cashiers

The Hook:

• Use this workflow to manually create or configure cashiers so they appear on the Input Cash screen.

 

Prerequisites:

• Permissions: Requires access to the Accounting Admin menu.
• Tracking Preference: Determine if you are tracking cash by individual employees or by department.
• Configuration: Custom "Cashier Types" (e.g., beyond the default Front Desk, Restaurant, AR, and Arcade) must be created by ProfitSword Support before they can be assigned.

 

The Steps:

1. Navigate to the Accounting menu and select Accounting Admin > Cashiers.
2. Click the Options icon and set the status to ALL to view both active and inactive cashiers.
3. Verify if the cashier already exists from a labor import. (Note: If they exist, do not add a duplicate; proceed to step 8 to configure after locating the Inactive cashier under the listing of inactive users (Options Icon and change status to Inactive)).
4. Click Add in the bottom left corner to create a new cashier.
5. Enter a consistent identifier in the Employee ID field.
6. Enter the cashier or department name in the Name field.
7. Click the Save icon in the upper left corner to return to the main configuration screen.
8. Check the Is Active? box next to the new or existing cashier.
9. Select the Edit Icon to add a Location to link the cashier to positions or timecodes from your payroll import (Optional).
10. Select the Edit Icon and Check the white boxes under Type(s) to assign where the user can drop cash (e.g., Front Desk, AR).
11. Click the Save icon before exiting the screen.

 

The Result:

• Success: The cashier's name will now appear as a selectable option on the Daily > Input Cash screen.

 

Troubleshooting:

• Cashier not showing on Input Cash screen: Ensure the Is Active? box is checked and that you have selected at least one cashier Type in the setup screen