FAQ: How can I give staff members access to the cash closeout function

If you want to allow a staff member to complete the cash closeout function, you must be sure that they have access to the feature:

  1. In order to perform a cash closeout, your staff member must have the appropriate staff role permissions.
    1. You can find the following permissions under the Online Store heading:
      1. Perform Cash Closeout – Staff members with this permission will be able to perform a cash closeout through the online store.
      2. Edit Cash Closeout history – Staff members with this permission will be able to edit the information for past cash closeouts.
      3. Manage deposit on Cash Closeout Report – Staff members with this permission will be able to take a deposit from a cash box while performing a cash closeout.
    2. You can find the following permission under the Reports heading:
      1. Cash Closeout report access – Staff members with this permission will be able to view the Cash Closeout Report.
  2. Staff members can only perform a cash closeout for their home location, specified in their staff profile.
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