1. Create a new cashier user
To create a new cashier operator user, go to User dashboard and select Cashier option :
Now click on New Record :
Fill in the details of the cashier:
Name
Assign Cash Register (see step 2 to create their cashier if there is none for this user).
Select Cashier Type (Invoice, Expenses or Both)
Enter Contact/Login username (Cirrus username)
Select Trx Organization.
Save changes.
2. Create and assign cashier for cash book entry
To keep accounting record of every transaction performed in your organization, you can create separate cashiers for cash book entries and assign them to their cashier operator user. See how to configurate this :
Go to Cashbook
Select New Record
Fill up header data : Name (Cash Register name), select if this entry will be for a Sales Cashier, select Cashiering Area and verify if it will be active.
Save changes.
After this, you will be able to assign this cashier to the cashier operator you will create on step 1.
3. Open cash register / Close cash register
After the previous steps, you will be able to open cash register and therefore perform movements and collections in the billing portals.
For opening cash register :
Go to Open Cash Register, enter date and initial amount (if applies) and Save to confirm.
For cashier closing :
If you have finished with the cash movements for the day, go to Cashier Closing where you can check all the movements made by this cashier as well as the balance of charges. To close for the day, click on Save.
