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How to manage your sales register 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 manage your sales register for cash management. For more information, see our help guide Feature introduction: Cash management.

 

 

How to open the sales register

You will need to open the sales register before you're able to record a petty cash expense, or raise an invoice. To do this:

 

1 Start by clicking on the register in the top right corner and select open register from the options. If you try to raise a sale before opening the register, you will be prompted to open the register when you save the invoice.

 

2 On the open register pop up you will see the date, time and staff member who is opening the register.

 

3 You will then be prompted to set cash float amount. This will be based on the previous days closing float, but it can be updated to any value.

 

4 Click open the register to complete the process. If you have multiple registers, then you can repeat the process for each register.

 

Timely note: if you have multiple locations, then you will need to switch between registers to assign payments to the appropriate register. Having an invoice assigned to a specific location won't automatically assign the payment to the same sales register.

 

 

How to switch between registers

If your business has more than one location, we will automatically create a register for each location when cash management is enabled. Locations and registers aren’t explicitly linked, so bookings that take place at Location A can be processed through Register B. If you need to switch between registers at any point (e.g. you're a staff member that works between two different physical locations), you can switch between registers. To do this:

 

1 In the top right corner of your screen, you will see the current register selected. Click on this and choose switch register from the options.

 

2 You can then click the circle to select which location/register to switch to. Click switch to confirm the change. Any sales you raise will now be assigned to that register!

 

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