Retail POS: Operation - Till Management (Audit Tab)

Retail POS: Operation - Till Management (Audit Tab)


Audit Tab Overview

In the Audit tab: you can view Receipt information, such as the Receipt No (Number), Date, Amount, and Type of action from the cash drop, pay in, pay out, and tip paid out tabs in Till Management. It displays a table which contains the following columns: Receipt Number, Date, Amount, and Type. of action (Pay In, Pay Out, Cash Drop, Refund, etc.).
  1. If a Till is not active (such as moved to Hold), then the message 'No Active Till Found' appears.
  2. The Till must be set in Till Management. An Active Till is available in the Active Till tab.
  3. You can't select or modify any details in the Audit tab.
  4. If any action is performed in till management, a separate line will be added at the top row in the Audit tab.
  5. If pay out or pay in is performed for the same employee for multiple times, then in the Audit tab a separate line item for each action performed will be added.
  6. If a cash drop or pay out is performed, the amount will appear with a negative (-) symbol in the Audit tab (i.e. -$5.00).
  7. If one active till is closed and another till is created in till management section, details related to previous till won't appear under the Audit tab.
  8. If the cash payment is deleted or void, then line item under the Audit tab will disappear.


Types

Cash Drop


  1. If performing a cash drop from an active till under the Cash Drop tab, ‘Cash drop performed successfully’ message will be displayed.
  2. The cash drop amount will be deducted from the Till Balance.
  3. In the Audit tab, you can view the Date, Amount and Type as Cash Drop details.


Pay In


  1. Under the Pay In tab, provide a name in the Paid By column then enter the Amount.
  2. Click Continue, then select a Reason and click Add.
  3. 'Paid in performed successfully' message appears.
  4. The Paid In amount will be added under Till Amount.
  5. Under the Audit tab, user can be able to view pay in details like Date, Amount, with the Type as Paid - In.


Pay Out


  1. Under the Pay Out tab, add an employee name in the Paid To field then enter the Amount details to perform Pay Out.
  2. Provide an Employee name in the Paid to box, then enter an Amount and provide a Reason.
  3. Click Add, and the 'Paid Out performed successfully' message appears.
  4. The paid out amount will be deducted from the Till Balance.
  5. Under the Audit tab, you can view the pay in details like date and Time, amount, with the type as Paid Out.




Blind Audit

  1. If Show report after Blind Audit is enabled in BO, User can be able to see the Till Management - Receipt out Summary report, Sales Summary report.
  2. If Show report after Blind Audit is disabled in BO, User cannot be able to see the Till Management – Receipt out Summary report, Sales Summary report.


If 'Blind Audit' is Enabled in Back Office

  1. During Close / Adjust the Till, the cash expected field should be invisible to users.
  2. The Till Balance column won't appear under the Active Till / Held Till tabs.
  3. The Expected Cash column won't appear under the Closed Till screen.
  4. The Audit Tab won't appear.
  5. When attempting to adjust the Till, the message 'You don’t have access to adjust the till' appears and you will need manager approval to adjust the till.
  6. The over/shortage pop-up should not be displayed for user.
  7. The Till Balance won't appear on the Close Day screen or on the Close Day reports.
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If 'Blind Audit' is Disabled in Back Office

  1. You can view the Till Balance, Expected Cash, and Audit tabs in POS, and don't need manager approval to adjust the till.



If 'Show Report After Blind Audit' is Disabled

  1. The Till Management - Receipt out Summary report generated when closing and adjusting the till won't be visible.
  2. The Sales Summary report generated during cashier out and close the day won't appear.
  3. The Sale Summary report shown in the report section won't appear.
  4. When selecting Cashier Out in the reports tab, the Sale Summary report won't appear.
  5. Cashier Out print will be work as-usual.


If 'Show Report After Blind Audit' is Enabled

  1. Only after performing a Cash Out or Cashier Out, you can access the below-mentioned reports.
  2. The Till Management - Receipt Out Summary and Sales Summary reports are visible.
  3. You can't adjust the Till.
  4. Once Cashier Out is selected under the Reports tab. The Sale Summary report will appear.
  5. Cashier Out print will be work as-is.
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