Check the status of an existing bank in the Bank Manager.
- Navigate to the Register screen, and select the local menu icon
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- Open the Bank Manager feature by clicking Bank Manager.
- Select the date you wish to review.
- Review the bank list.
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- From/To: Indicates the time slot the bank was intended to be used. This column does not reflect real-time data; rather it indicates the shift the cash drawer was intended for.
- Status: This is the engagement status of the bank.
- In indicates that the bank is engaged and in use.
- Out indicates that the bank has been disengaged and has been swapped out.
- Available indicates that a bank has been created but has not yet been swapped in.
- Closed indicates that a bank has been closed, and a bank report has been generated.
- Staff: The staff member listed in this column is the employee responsible for use of the cash drawer during the shift.
- Machine: Indicates the name of the machine the bank was used with. This column is especially useful if there are multiple stations in use throughout the business day.
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- Tap to highlight a bank. Bank details will be displayed below the bank list.
- Note: Banks can be modified while you are checking their status by making changes and selecting Save. For example, if you add an additional 5-20’s to a bank during a shift, make the appropriate notation in the Cash section, and press Save.
- See: Swap a Bank In and Swap a Bank Out
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