Bank Manager

10 Articles

Staff Report Summaries

Staff Reports pull together data about your staff from your Exatouch database. To run or set up a report to print or email, navigate from Home to Reports > Staff. Select a date range, provide other information, such as staff name…

Estimated Cash Deposit Updates

We’ve updated the Estimated Cash Deposit field, and added it to several reports and snapshots. The total for Est. Cash Deposit reflects the net cash for deposit minus all non-cash tips. If a negative number, it is…

Create a Bank

Creating a bank is the same as setting aside a cash drawer. When a bank is created, a specific amount of money is designated before the shift starts.  During a shift, monies fluctuate.  At the end of a…

Close a Bank

Once a bank is swapped out, the cash drawer can be reconciled by counting the remaining cash and reviewing the shift’s financial activities. Bank Manager walks you through the reconciliation process so that you can close your…

Swap a Bank Out

At the end of a shift the cash drawer is removed from circulation. The process of disengaging a bank is known as “swapping the bank out”.

Swap a Bank In

After a bank is created, the bank is engaged by putting the bank into circulation. The process of engaging a bank is “swapping a bank in”. While the bank is swapped in, the original monies will fluctuate…

Open the Bank Manager

The Bank Manager is accessed from Register’s local menu.

How to Use the Bank Manager

In Exatouch, a bank is a defined amount of money that is stored in a cash drawer for operational use throughout a shift. The Bank Manager is a feature that helps you to reconcile your cash drawer…