Setting up and using paid ins and paid outs

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Before you start

• Access to PowerEPOS System Manager, for the setup.
• A decision about who may use the function: it is set by access role.

Setting the types up in System Manager

Step 1

Open the paid in and out types

Go to the Payments section and choose Edit Paid In/Out Types.

Step 2

Add a type

Click Insert and give the type a name — Petty Cash, say. The name is what appears in reports and on the POS. A Remark Group, if you set one, gives staff a list of reasons to pick from when they use it.

Step 3

Say which way it goes

Set the usage type to Paid In, Paid Out or Both.

Step 4

Set the flags and the permissions

Under Flags, decide whether a receipt prints automatically for each transaction — useful for the end-of-day check. Under Function Permissions, set which access roles may use it; take staff off it if only managers should.

Step 5

Save and publish

Save the changes and publish them, or the POS will not see them.

Using it on the POS

Step 6

Open Paid Ins / Outs

Press the PowerEPOS icon on the main screen and choose Paid Ins/Outs. The POS asks you to sign in if you have not.

Step 7

Pick the type

If more than one type is configured you are asked which. With only one, the POS skips straight past this.

Step 8

Enter the transaction

Choose the type on the left and the payment method on the right — only methods that affect the cash drawer are listed. Enter the amount, pick a reason if the type has a remark group, and confirm.

Step 9

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