Working with Cashier Sessions
Cashier sessions are instances of a cashier using a specific cash drawer to receive payments from customers. Cashiers add and modify cashier sessions on the Cashier Session page.
Opening a Cashier Session
Select .
On the Cashier Session page, click Add.
On the Cashier Session Details page, enter values for the following fields:
Page Element
Description
Cashier Drawer ID
Select the cash drawer that you want to use for this session.
Session ID
Displays the unique, system-generated ID for the cashier session.
Start Time
Displays the date and time the session was created.
Status
All new cashier sessions have a status of Open.
Cashier ID
Displays the unique ID of the cashier who is opening the cashier session.
Administrators assign cashier IDs to agency staff on the Agency Staff page. You cannot open a cashier session if you do not have a cashier ID assigned to you.
Opening Balance
Enter the amount in the cash drawer at the beginning of the cashier session.
Click Save.
Modifying a Cashier Session
Select .
Click a row on the Cashier Session page.
On the Cashier Session Details page you can:
Suspend an open cashier session by setting the Status to Suspended.
Reopen a suspended or closed cashier session by setting the Status back to Open.
This option is available only if the Reopen Cashier Session switch is turned on for the CASH payment method on the Agency Payment Options page. See Setting Up Agency Payment Options.
Close a cashier session by setting the Status to Closed. When you close a cashier session enter an amount for the Closing Balance.
You can now close a cashier session with a zero balance.
Note: The system populates the End Time field with the date and time the session was closed.
Click Save.