So now that you have locked down the system appropriately per my previous post on the subject, it’s time to take advantage of one of the controls in PE regarding end-of-day procedures. I am referring to the Drawer Cash Out function. If you are not familiar with this feature, it allows your cashiers to enter their end of day cash drawer totals directly into PE, so that you can view their totals side-by-side with the system totals for that drawer. Using this method is easier on the cashier, more secure, and a lot harder to fudge than a paper count-out sheet. Here is how to set up the feature:

Enable the feature in Company and for each Cash Drawer:

1. Go to Administration, System Setup, Company and select the Close Drawer tab
2. Set Manage Floating Till to Yes and click OK
3. Now to to User Setup, Cash Drawers
4. Edit each drawer and set Display Actual Payment Done to Yes

Set up the payment methods to display on the Cash Out:

1. Go to Administration, System Setup, Cash Drawer Payment Methods
2. Create a new entry for each kind of bill or coin, where the Value is relative to a dollar. For example, you will make an entry called Quarters with a value of .25
3. Create an entry for Check, Clearing and Gift Certificate, if necessary. Feel free to break this down as much as you feel comfortable; some people have one Credit Card entry, some people use one for each card type, and some don’t record this pay type at all on the Cash Out. Just stay consistent with your business practices

Disable the Close Drawer function and enable the Drawer Cash Out function in Profiles:

1. Go to Administration, User Setup, Profiles
2. Edit the needed profiles by expanding the Main Menu section, checking Drawer Cash Out, and unchecking Close Drawer

Not too difficult, right? The reason we turn off the Close Drawer is because only managers should have the ability to do this (or even run draft reports). A cashier should always be reporting her drawer totals blind.

Are you currently using the Drawer Cash Out function? Do you feel it has helped in preventing fraud or streamlined your end of day process? Leave a note in the comments.