Pickups and Loans Maintenance

Pickup/Loan Maintenance allows the user to perform a pickup or a loan from/to the cash drawer from the Back Office.

How to Perform a Pickup or Loan

1. Open the Back Office.
2. Click the Maintenance icon at the top of the dashboard.
3. Click Pickups & Loans Maintenance.
4. In the Pickups & Loans window, select the Transaction type:
   • Pickup: This option removes cash from the drawer.
   • Loan: This option adds cash to the drawer.
5. In the Effective Date drop down, select the date you would like the pickup or loan to be reported for.
6. In the Effective Time field, select the time you would like the pickup or loan to be reported for.
7. In the Media drop down, select the type of media to be used. This option is commonly set to cash.
8. In the Amount field, enter the amount of the selected media to be picked up or loaned.
9. In the Type option, select the type of pickup or loan you would like to perform:
   • Terminal: This option allows the user to perform a pickup or loan by terminal and cash drawer. Select the terminal from the Terminal drop down and the cash drawer from the Cash Drawer drop down. Pickups performed by terminal will appear on the Cashier Report.
   • Employee: This option allows the user to perform a pickup or loan by employee. Select the employee from the Employee drop down.
10. Enter a description in the Transaction Description text field, if desired.
11. Click the Commit Transaction button.
    

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