PLEASE NOTE: If you have more than one iPad running posBoss you need to cash up ALL active iPads daily - whether you use them or not.
There are two areas in posBoss to manage cash your ups. Let's take a look.
- posBoss iPad App - Where you process the end of shift cash ups, 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 Onsite > Cash Ups.
Reopening a Cash Up / Editing a Cash Up
In the management site, go to Onsite > Cash Ups.
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 up on the right of the page. To edit the cash up press the Reopen button .
Here you can edit the actual values for Petty cash at the top, Card in the middle and the cash count at the bottom.
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, select the date range, then the cash ups you want to export and press the Export button.
Select the Date range using the date picker (1) a whole page of cash ups (2) or select individual cash ups (3).
Press (4) Export 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.