Daily Tasks

19 Articles

Navigating the Lock Screen

Exatouch makes it easy not only to log in, but it also provides a snapshot of the business at a glance. Conveniently located on the Lock Screen, users can tap one of the six shortcut buttons to…

Force User Clock Out

(NOTE: THIS ARTICLE HAS BEEN MOVED TO THE 2021 RELEASE NOTES ARCHIVE. YOU WILL BE REDIRECTED.) The Force Clock Out option ensures staff members are clocked out appropriately at the end of the business day, or at…

Modify Pricing on Markup Priced Items

(NOTE: THIS ARTICLE HAS BEEN MOVED TO THE 2021 RELEASE NOTES ARCHIVE. YOU WILL BE REDIRECTED.) Using markup pricing and need to change an item or service price? With this release, you can now manually modify an…

Scheduled Reports Reminder

Exatouch makes it easy to set up and run custom and standard reports in advance. We’ve added a friendly reminder to this process reminding you to leave your Exatouch environment powered up and logged in for reports…

Ratings Reports

Two customer experience ratings reports detail the scores left by customers who use your touchscreen customer facing display.

Capture All for Auto-Batching

Retailers who use the auto-batch feature to close transaction batches each day can have it set for a time that fits their needs: after closing, or at a set time each day that meets processor cutoff times….

Offline Sales Report

The Offline Sales report allows you to review payment transactions accepted while Exatouch was offline.

Schedule and Email Reports

Exatouch makes it easy to set up and run custom and standard reports in advance. Navigate to the report work area to set up your report range and type, then tap Send Excel, Send PDF, or Send Word to…

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…

Reports: Staff Shift

Additional columns have been added to the Staff Shift Reports: Owed to House and Owed to Staff. Pay Out Non-Cash Tips, disabled by default, controls the amounts shown in these columns.

Enable “Capture All” Setting for Auto-Batches – Prior Releases

The “Capture All” setting is used by retailers who use the Auto-Batch feature to automatically close their transaction batches each day. “Capture All” tells Exatouch at what time daily batches close so reports can be reconciled properly.

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 shift, Bank…

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…

Batch Out for Retailers

Batching out is the process of closing a batch of transactions for the day.  Most retailers using Exatouch opt to use the auto-batch feature, making it automatic and seamless to batch out. If a retailer chooses not…

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 the 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…