employee permission

How do I set up permission so that my employees can do the end of day report without seeing the expected draw amount?

 

and also can anyone help me figure out how to prevent employees from not showing up short or over constantly.

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Hi @Kingstonhealthy I would love to be able to help you!

Is it safe to guess you know how to get to the team permissions to be able to edit them?

 

When you are in team permissions you are going to edit a permission set.

go to reports, and scroll down to "view cash drawers" press the little "v" next to it to expand those access points and you'll see an option "view expected amount in cash drawer" that will allow your employee to view the amount to be expected in the drawer or not be able to.

 

When it comes with having problems with your drawer being over or under consistently the first thing I would recommend would be trying to figure out if it happens more frequently when one person is working. And then work with them on cash handling. Make sure they are giving proper change, or taking the proper amount of money and recording that in the transaction properly. 

Cash can be tricky for one people especially if they are of the younger generation so just take the time to work with your employees so they feel comfortable giving change. 

Maybe they are getting the change total mixed up with the transaction total. You never know, but I would recommend working with your employees to make sure they feel comfortable making change and handling cash.

 

I hope this is helpful!

 

Lovewell Tea & Coffee//
Ventura, Ca


https://www.lovewellteaandcoffee.com/
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