PLEASE NOTE: If you have more than one iPad running posBoss you need to cash up ALL active iPads daily.
There are two areas in posBoss to manage cash your ups
- posBoss iPad App - Where you process the end of shift cash up, entering in the cash and card takings and changing your float. Watch the video
- posBoss Management Site - Where you can view and report on each cash up, edit and also send the totals through to Xero. Located under Financials > Cash Up.
Reopening a Cash Up / Editing a Cash Up
In the management site, go to Financials > Cash Up.
All of your cash ups will be listed by date. Each line is a total of all cash ups from all of your iPads. Click anywhere on the total row to expand the day and view the individual cash ups. Then click on the row of the cash up you want to view/edit.
The cash up will open. There are two parts you can view or edit, the Cash Drawer and the Settlement. To edit the cash up press the Reopen button .
You can switch between cash drawer and settlement and edit the Actual values. To edit the actual take values press the green edit button next to the value you want to change and enter the new value.
On the Cash drawer page:
On the Settlement page:
Once you’re done, click the Finalise button at the bottom and refresh the cash ups page.
Exporting Cash Ups
To export cash up information on the management site, go to Financials > Cash Up.
Select a whole page of cash ups (1) or select individual cash ups (2).
Press (3) Export Selected to download a .CSV file of your cash up data.
If you’re reporting on more than a page of cash ups, you will need to run separate cash ups for each page then copy/paste into your spreadsheet app.