Financial

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

10 articles in this collection
Written by Matt Taylor and Rachel Franklin-Heys

Daily processes

Cash Up Page

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

Written by Rachel Franklin-Heys
Updated over a week ago

Sending and Customising your Daily Snapshot Report

Here's how to send your daily snapshot email!

Written by Rachel Franklin-Heys
Updated over a week ago

Unmapped Items Alert

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

Written by Rachel Franklin-Heys
Updated over a week ago

Weekly processes

Sales Forecast

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

Written by Matt Taylor
Updated over a week ago

Finalising and Posting Cash Ups

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

Written by Rachel Franklin-Heys
Updated over a week ago

Cash Up Elements

Creating and Redeeming Deposits

Written by Rachel Franklin-Heys
Updated over a week ago

Editing and Cancelling 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.

Written by Rachel Franklin-Heys
Updated over a week ago

Tips and Allocations

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

Written by Rachel Franklin-Heys
Updated over a week ago

Petty Cash

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

Written by Rachel Franklin-Heys
Updated over a week ago

Accounts

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

Written by Rachel Franklin-Heys
Updated over a week ago