Employee Guide: Using the Cash Reconciliation Feature

The Cash Reconciliation feature is permission-based. To access it, the employee must be granted the necessary permissions within the RMS (Retail Management System).

If you do not see the Cash Reconciliation option, please contact your manager or system administrator to verify your permissions.

Step-by-Step Guide

1. Log in to the POS: Use your employee PIN to log in to the POS system.
2. Open the Employee Function Menu: Tap your employee name at the top-right corner of the POS screen. This will open a dropdown menu.
3. Select Cash Reconciliation: From the dropdown menu, tap on Cash Reconciliation.
4. Complete the Cash Reconciliation Form: A pop-up screen will appear.

    At the Start of Shift:

   * Clock in as usual.
   * Enter the Opening Balance (cash in drawer at shift start).

   At the End of Shift:

   * Count the cash on hand.
   * Enter the Closing Balance.
5. Save and Confirm: Tap Confirm at the bottom of the screen to save your entries. You can enter and save either the Opening Balance, Closing Balance, or both—just make sure to confirm each time.
   
   You’ve now successfully completed the Cash Reconciliation process in the POS system.

If you encounter any issues or have questions, reach out to your manager or submit a support ticket.