Add or edit a Paid In or Paid Out in Back Office

If a cashier makes a mistake when entering a Paid In or Paid out at the Register, or forgets to enter a Paid In or Paid Out, you can correct this in Back Office on the Shifts Report.

Add a Paid In or Paid Out

You need Administer shifts permissions to add a Paid In or Paid Out in Back Office. 

1. Go to Reports > Shifts.
2. Select the shift where you need to add a Paid In or Paid Out. This opens the Shift Report.
3. Scroll down to the Cash Balance section and select the total of either Paid In or Paid Out. This opens a list of all Paid Ins or Paid Outs from the selected shift.
   
4. Select Add Paid In or Add Paid Out. A new row appears in the list
   
5. Select the calendar button to enter the date and time of the Paid In or Paid Out.
   • If you don't know the exact time, enter an approximate time.
   • You must enter a date and time that falls within the time frame that the shift was open.
     
6. Enter the Amount.
7. Optionally, enter a Note (limit 255 characters).
8. Select Save.

Edit a Paid In or Paid Out

You need Update paid in and paid out permissions to edit a Paid In or Paid Out.

1. Select the shift where you need to edit a Paid In or Paid Out. This opens the Shift Report.
2. Scroll down to the Cash Balance section and select the total of either Paid In or Paid Out. This opens a list of all Paid Ins or Paid Outs from the selected shift.
3. Select Edit.
   
4. Edit the Type, Amount, or Note (limit 255 characters) as needed.
5. Select Save.