Creating a New Till
You may create several tills depending on the amount of cash registers in your office.
You may also create a shared till which may be shared by all users throughout the day.
Open Manage Tills Module
- Open 'Manage Tills' module by double clicking on 'Manage Tills' in your tool bar.
To add a new till click 'New' in the tool bar.
- Note that the Safe Deposit till exists by default as till '00'. This is the register for all cash within the office safe and it is shared by all users.
- Click on 'New' to add other tills.
Fill in new Till ID, Name of Till and select your till preferences.
- Fill in the 'Till ID' starting with '01' for your first till and count onwards when adding more tills.
It is important to make sure that when you are filling in your 'Till ID' for each till that you follow the correct number format ie; placing a zero (0) before single digit numbers. - Be sure to check off the box 'Automatically create all cash accounts for this till' which will associate currencies for this cash register so that the teller is able to use all currencies.
- You may then hit 'Save'.
Shared Till
- If you would like to share this till amongst other users, be sure to check off 'Share this Till among all users' before saving.
Shared tills are used for offices which have one till with multiple users.
Administrator Till
- If you would like to limit this till to administrative use only, be sure to check off 'Reserve this Till for Administrator only' before saving.
Edit Till
- You may change the settings of the tills you have created by selecting the till you would like to edit then clicking on the 'Edit' button from the Cash Register tool bar.
