Site configurations allow controls and limits to be set for banking, including whether banking collection is enabled and which banks are available for use.
Banking Topics
Settings
When a site is selected the following table outlines each setting and its corresponding functionality.
| Settings | Description | Additional Information |
|---|---|---|
| Banking Details | ||
| Show Available to Bank Figure |
When enabled back of house operators will be displayed the total amount of money that can be banked |
|
| Single Banking Limit |
Defines the total amount of money that can be banked within a single banking record |
|
| Count Bankings Twice |
When enabled back of house operators will be prompted to enter the value they are banking twice |
|
| Use Banking Collection |
When enabled banking collection will be available and back of house operators will be required to use this function in order to show bankings have left the site |
If this function is not enabled bankings will show as having left the site, where as with banking collection they are displayed as still being on site |
| Banking Collection Bag Limit |
When banking collection is enabled the bag limit defines how many bankings can be added to a single collection |
This function enables a limit to meet with any insurance and security prevention |
Managing Banks
Banks are managed at a company level, depending on the requirements additional bank settings can be applied at site level.
The following option are available for default banks
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Force User to Select Bank - forces user to select a bank from the available banks list
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Use Company Default Bank - uses the bank set at company level
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Use Site Default - enables selection of an alternative bank
Follow these steps to manage available banks:
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Click Add
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From the Add Banks list select the required additional banks
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Click OK
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Click Save