Cash Room Management in Appetize

Description: Review Cash Room Management in Appetize below.

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1. Log in to Connect and select Cash Room on the left side menu.
2. From the drop-down, select Cash Management. All calendar events will be listed, with the most recent ones at the top.
3. Select the event you want to manage, which will bring you to the Overview screen. 
4. Select the Adjust Bank option to add your vendors, add your employees, and adjust your starting bank.
5. Bank Templates can also be created and assigned to the event for faster setup when events repeatedly use the same settings.  
6. Select Add Vendors to assign all vendors needed.
   1. Once the vendors are added, select Add Users to assign all users needed.
   2. Users will need to select the ($) button next to each field to bring up the option to enter in bills, coins, and rolled coins.     
7. Select the box next to the user's name to adjust the starting bank. Multiple users can be selected to adjust their bank amounts all at once.
8. Once the bank has been added, select Overview in the right corner to return to the previous screen.                                
9. Select Add Drops when money is removed from the drawer to record it under Cash Management. Users will also be able to add any custom tenders to drops in the Other field.
10. Select the + button to add drops as needed. 
11. As you make drops and complete sales from the POS, the Cash Management Overview screen will update with the new information.
    Note: POS Sales field includes sales processed by all tenders. POS Cash is strictly cash sales.
12. Once all sales have been completed and all drops have been recorded, select the Finalize button in the top right corner.