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Does anybody know if we can create a paid out?

Featured Replies

Does anybody know if we can create a paid out?

Solved by BYTES

  • 2 weeks later...
  • Solution

You can use the Shift Management of your Loyverse account for cash management. Here's how:

 


To use the shift feature, log into your back office and go to settings.

settings

Scroll down to the General Settings and switch on ‘Use shifts.' Click ‘Save.'

 

use shifsts

On the Loyverse POS app, go to the ‘Shift’ menu.

 

shifts

Click on the ‘Open shift’ button and specify the cash amount at the beginning of the shift.

 

openshift

For cash management during the shift, go to the ‘Shift’ menu and click on the ‘Cash management’ button.

 

amount

We’ll follow the example of you paying in one dollar to your cash drawer and then later paying out two dollars from your cash drawer.


Click on the ‘Pay In’ button if you put money into the cashier without the purchase.


pay out
Click on the ‘Pay Out’ button if you want to take money from the cashier.

 

All of the cash management histories will be recorded from the ‘Pay in’ and ‘Pay Out’ buttons.

payhistory


At the end of the day when you close the shift, merely go to the ‘Shift’ menu and tap ‘Close shift.'

closeshift

You can see a summary report of your shift. ‘Expected amount of cash’ is calculated from sales, refunds, and cash paid in/out during the shift. If you enter your ‘Actual amount of cash’, you can see the difference between them.  Click ‘OK’ to finish the shift.

 

shiftclosing

If you want to hide from your cashiers field ‘Expected amount of cash’ you can restrict access rights. For this go to ‘Access rights’ menu at the Back Office and open the ‘Cashier’ user group for editing. Deselect ‘View expected amount in cash drawer’ option.

Deselecting ‘View expected amount in cash drawer’ option

Don’t forget to save changes.

After that, at the summary report of a shift, your cashier can see only ‘Shift beginning’ and ‘Cash amount at the beginning of shift’ information and the field to enter ‘Actual amount of cash.'

the summary report of a shift with restricted right

  • Author

GFL ... Um, a paid out is not that. That's cash management. Paid out is an expense that you document in the register to cover something.

My answer is can Loyverse let us know can we add paid out expenses 

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