Opsyte

This guide provides a straightforward process for customising headings in the Cash Up Snapshot feature .

Custom Headings on the Cash Up Snapshot.

Sales are not appearing on the cash-up page or the rota.

Troubleshooting: No Sales Showing on the cash-up page or the Rota

Zoe Fuller

Matt Taylor

Cashing up online is one of the key areas of Opsyte - including the daily reporting and analytics. Here we explore the different areas of the financial cash up

Financial

Your guide to using the Cashing Up page! Covering the Summary, Trackers, Elements, Banking, Payment Methods, Tip Allocation and Safe Checks.

Cash Up Page

Here's how to send your daily snapshot email!

Sending and Customising your Daily Snapshot Report

On your cash up page, you may see an alert telling you that you have unmapped items. Here's how to handle it!

Unmapped Items Alert

Creating a Charity or Non-Revenue sale line on the cash-up tracker.

Daily processes

How to find and use your sales forecast, and how it links to other areas of Opsyte.

Sales Forecast

How to finalise your cashing up, lock the week and send takings automatically to Xero

Finalising and Posting Cash Ups

Weekly processes

Creating and Redeeming Deposits

If you have taken a deposit that needs to have details edited, or if the event has been cancelled, here's your how to guide.

Editing and Cancelling Deposits

Financial: How to map unmapped items

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

Tips and Allocations

Your guide to using the Petty Cash function on Opsyte's Cash Up page

Petty Cash

How to use the Accounts Charged and Paid functions on the Cash Up Page.

Accounts

Cash Up Elements

You will need to map your sales and payments to account codes in order to post your sales to your accounting system, here's how!

Setting Up Your Cash Up Page

This guide provides a straightforward method to integrate customer Google Reviews into your Snapshot Report.

Add Your Customer Google Reviews straight onto the Snapshot Report

Settings

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.