Step by step
- Open Cash Register > Settings. The page title is Cash Register Settings.
- Tick "Post Cash In / Cash Out / Safe Drop to accounting" to make a voucher for each one: Safe Drop makes a Contra voucher, Cash Out an Expense voucher, and Cash In a Contra or an Income voucher. Untick it to record them in the register only.
- With posting on, choose the default accounts: Default Cash Out (Expense) Account, Default Safe Drop Account (a safe or bank account) and Default Cash In Source Account (a cash or bank account, or an income account).
- Tick "Closing needs manager approval" to send every closed register to the Approvals page.
- Tick "Count notes and coins on close" to make the cashier enter how many of each note and coin are in the drawer; untick it to let the cashier type the counted total only.
- Press Save Settings.
Good to know
- The settings are kept once for the business and apply to every shop and every sale screen (POS, Add Sale, Quick Sale and the others).
- The default accounts are only a starting choice: the cashier can pick another account for each transaction.
- With posting on, the vouchers change the account balances, and the register needs a cash account. Deleting a cash in or out on My Register deletes its voucher too.
- Out of the box approval and note counting are on and posting is off.
- Manage denominations opens the Denominations page. Needs the permission Settings of the Cash Register.