Set up cash book and cash count

In the Web desk → Settings → Cash Register, open Cash Book & Service Cash Register → Pen. The cash book documents cash transactions and the balance of the main cash register.

Keep a cash book and determine the counting method.

Activate Keep a cash book. Under Cash reconciliation at the end of the shift, select whether staff must count, are permitted to count, or whether no count should appear at the end of the shift.

Cash count at the end of the shift

• Required: The cash balance must be counted manually at the end of each shift.

• Optional (skippable): The count can be skipped and completed in the cash register app before the next shift starts.

• Disabled: No count will appear at the end of the shift. Count the balance using the cash register book if needed.

Cash balance upon activation

Check initial inventory

Enter the actual cash balance during your shift. Post & activate confirms the correction and activation. Cancel leaves the setting unchanged.

When activating, Servire checks the current cash book balance. If a shift is in progress, an additional dialog prompts for the actual cash balance and posts the necessary adjustment. You can activate without a shift in progress; you enter the opening balance as a deposit after the shift starts.

You can set up separate wallets under Service Points. You can configure automatic report printing under Reports.