Till is a cash drawer assigned to staff during their shift for taking payments. TRAY provides extensive reporting for the cash flows through Till. You can view all the cash flows through till reports. The reports include pay-in, pay-out, deposits, and transfers.
You can design and configure till to manage tills using TRAY.
Till activity report shows the details of the till cash flow. The report summarizes the site, staff, device type, drawer, and cash balance details during the staff shift clock-in and clock-out.
You can import the reports to CSV, Excel, and PDF formats.
Note: To generate a till activity report, the staff must have permission to enter till data. See Assigning Permissions for Till Tracking. See Assigning Permissions for Till Tracking.
To generate a till activity report:
- Login to HQ with your credentials.
- Select Reports.
- Select SALES and then select Till Activity.
The following table provides the UI fields in the Till Activity Report.
Field Description From Enter the start date of the date range for which you want to generate the till activity report. To Enter the end date of the date range for which you want to generate the till activity report. Sites Enter the site or venue. Select a single or multiple or all sites to generate the till activity report. Staff Select a single or multiple or all the staff to generate the till activity report. If you selected a site, the list filters the staff based on the site. Terminal Enter the device. POS, KDS, or Web. Drawer Enter the drawer details.
- Select Run Report.
The Till Activity report generates.
Following table provides the details of the report fields:
Field Description Date Specifies the date and time. SITE Specifies the venue details. Staff ID Specifies the employee ID. Staff Name Specifies the staff name. Terminal Specifies the device. POS, KDS, or Web. Drawer Specifies the till details. Type Specifies the activity type.
Open: The cash balance when a staff has logged in
Close: The cash balance when staff logged out
Balance Specifies the cash in the drawer or till.