How to adjust your staff access for cash management

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When cash management is enabled, a register will be created for each of your locations. You will be required to open the register at the beginning of the day and of your sales will then be processed through the register. This feature also allows you to record when you take cash out, or put cash back in the till for petty cash.

At the end of the day, you can perform a cash up to reconcile what's been recorded in Timely, against what you've processed through your card reader or cash till. In this guide, you will learn how to adjust your staff access for cash management. For more information, see our help guide Feature introduction: Cash management.

Any staff member that has access to raise (their own or all) sales will be able to open the register. You then have the option to determine if staff have access to record petty cash, and/or cash up functions.

Step-by-step instructions

1 Start by logging in as the account holder (staff access settings are only available to account holders).

2 Head to account > staff access from the main menu.

3 Then click edit next to the staff member you wish to update.

4 Scroll down to the sales section, this will need to be enabled for the cash management options to show. Either for all staff, or for staff member only will be supported.

5 Check the boxes next to petty cash access to allow staff to add petty cash, and cash up access to allow staff to perform a cash up.

6 When you are ready, click save to apply your changes. Repeat for any remaining/relevant staff.

How to adjust your staff access for cash management

Step-by-step instructions

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