Cash Drawer Maintenance

How to: Use the Cash Drawer Maintenance window. 

Purpose: To create new cash drawers, delete cash drawers, or make a cash drawer inactive.

In this article:

  1. Accessing Cash Drawer Maintenance
  2. Creating a Cash Drawer
  3. Deleting a Cash Drawer
  4. Making a Cash Drawer Inactive
  5. Making a Cash Drawer Active

Accessing Cash Drawer Maintenance

Enterprise > System Options > Cash Drawer Maintenance

Click image to enlarge
Enterprise Navigation menu; shows the location of System Options and Cash Drawer Maintenance.
Image 1: Enterprise Left-Hand Navigation Menu

Creating a Cash Drawer

When creating cash drawers we do not recommend:

  • Reassigning cash drawers to different bank accounts
  • Naming the cash drawers with employee names

Always create a new cash drawer when you require a new one for a specific bank account. Any cash drawers that are no longer needed should be deleted or made inactive.

In the fillable line item:

  1. Select the division
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Cash Drawer Maintenance window; shows the Division column down-down list.
Image 2: Division Drop-Down List
  1. Enter the name of the cash drawer
    • i.e. Cash Drawer 1 USD
  2. Select the associated bank account
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Cash Drawer Maintenance window; shows the Bank Account column down-down list.
Image 3: Bank Account Drop-Down List
  1. Click Save

The selected bank account now has a new cash drawer.

Deleting a Cash Drawer

You cannot delete a cash drawer after it has been used. If the cash drawer has been used but not be available anymore, Make the Cash Drawer Inactive.

In the Cash Drawer Maintenace window:

  1. Right-click on the cash drawer line item
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Cash Drawer Maintenance window; shows the right-click menu and the location of the Delete Cash Drawer button.
Image 4: Cash Drawer Right-Click Menu
  1. Click Delete Cash Drawer
  2. Click Save

The cash drawer is now deleted.

Making a Cash Drawer Inactive

Make a cash drawer inactive when it should no longer be used.

In the Cash Drawer Maintenance toolbar:

  1. Select the cash drawer line item
  2. Click Make Inactive
Click image to enlarge
Cash Drawer Maintenance window; shows the location of the Make Inactive button in the top toolbar.
Image 5: Make Inactive Button
  1. Click Save

The cash drawer is now inactive

Making an Inactive Cash Drawer Active

In the Cash Drawer Maintenance toolbar:

  1. Select the cash drawer line item
  2. Click Make Active
Click image to enlarge
Cash Drawer Maintenance window; shows the location of the Make Active button in the top toolbar.
Image 6: Make Active Button
  1. Click Save

The cash drawer is now active.

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