Tips and Allocations

How to use the Tips and Allocations table on your Cash Up page.

Matt Taylor avatar
Written by Matt Taylor
Updated over a week ago

If your business takes Card Tips, you may need to allocate these tips to your employees. You can process this on Opsyte by using the Tips and Allocations table on your Cash Up page.

There are two different methods you can use to allocate tips.

  • Tips from Banking Table

The value of card tips can be taken directly from your Banking table.

  • Tips from Tills

If you use our Tills function, the tips can alternatively be taken from here.

This article will cover:

Tips from Banking Table (default setting)

Tips from Banking Table

The default setting on Opsyte is to process your card tips based on the card tips value in your Banking table. You will see that the value of available card tips is the same in the Card Tips row of the banking table and the Tips Available row in the Tips & Allocations table.

To allocate tips to your employees, click on Tips & Allocations (edit). This will open the following window.

In this window you can allocate tips to each employee by inputting a value and pressing Save. You will need to press save next to every employee who you are allocating tips to. The Variance value at the top of the table will show you how many more tips you have to allocate.

Tips from Tills

If you use our tills function, you may wish to allocate tips from here instead of from the Banking table. By allocating tips from tills you can see the value of tips taken by each terminal/roaming waiter.

When you use this method, the Tips & Allocations window will give you a little more detail. To allocate tips to staff, click Tips & Allocations (edit). This will open the window below.

At the top of this window you will see the Card Tips totals for each terminal. To allocate tips, input the value you wish to allocate next to each individual and press save. You will need to press save next to every employee who you are allocating tips to. The Variance value at the top of the table will show you how many more tips you have to allocate.

Tips Settings

To change your tips settings you will need admin permissions. There are two tips settings that you can change.

  1. Whether you wish to allocate tips daily or weekly.

  2. Whether you wish to allocate tips from the banking table or from tills.

To find your tips settings, first you will need to open your admin menu. You can do this by clicking on the four squares icon at the top right of the page.

This will open your admin menu.

You will then need to click on Other Company Settings and then in the list that appears, you will need to click Tips Settings. This will open the window below.

You can then change your settings.

Tips Allocation: If this setting is enabled (green) you will be allocating tips daily, if it is disabled (grey) you will be allocating tips weekly.

Tips from Terminals: If this setting is enabled (green) you will be allocating tips from your Banking table. If this setting is disabled (grey) you will be allocating tips from tills.

Once you have adjusted your settings, press Save.

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