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    Deposits Review
    • 12 Jul 2024
    • 1 Minute to read
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    Deposits Review

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    Article summary

    Under the 'Review Summary' section of a daily sales summary, click '2 Deposits' to view a list of all auto-imported deposits.


    Deposit Review Section

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    Field

    Description

    1

    Deposits List

    A list of all Deposits created for this DSS

    2

    + New Deposit Button

    Creates a new Deposit form

    Up to 5 deposits can be entered.

    3

    Deposit Context Menu

    This menu lists the 'Delete' action, which will remove the Deposit from the DSS record

    4

    Total Deposit

    The total amount listed for the Deposit. This can be manually updated

    5

    Bill Counter

    The total amount of bills for each bill type that will be deposited. These amounts will be totaled automatically in the Total Cash field (#6) and will update the amount in the Total Deposit field (#4) 

    Users can also enter in the total amount of the Deposit via the Total Deposit field (#4)

    6

    Total Cash

    The calculated total of the amount of bills entered for each bill type in the Bill Counter box (#5)

    7

    Total Coin

    The total dollar amount of coins that will be deposited

    8

    Total Check

    The total dollar amount of all checks that will be deposited

    9

    Unpaid Cash Tips

    The amount of Unpaid Cash Tips

    10

    Petty Cash

    The amount of cash brought in or cashed out of Petty Cash.

    The Petty Cash fields only appear when the ‘Petty Cash In Daily Close’ setting on the Location record is enabled.

    11

    Close

    Closes the Deposit Review section


    Till Management

    If Till Management is enabled, all deposits will need to be created and saved on the Till Management page. All deposits created on that page will be saved to the Deposits step of the corresponding Location's unapproved Daily Sales form.

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    Users can create deposits by navigating to the Till Management page or by clicking 'Edit This Deposit' at the bottom of the Deposits step.


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