Opsyte

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

Custom Headings on the Cash Up Snapshot.

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

Settings

Find answers and get help from Intercom Support and Community Experts

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