Cashier Settings

Last updated: January 2025

This feature enables you to designate a specific user to take on the role of a cashier.

Access and Navigation

To access this module, go to Planning > Finance Setup > Cashier Settings

If you cannot view the link from the list, check the privilege assigned to your account or role.

Add a Cashier

  • Click the + New button

  • Fill out the required information

    • Cashier Name - Select a name from the dropdown. Only users with the 'Cashier' role will appear in the list.

    • Identifier - Use this field to input the cashier's code or specific assignment details you can place the cashier code or assignment

  • Click Add cashier entry once done

Edit a Cashier

Click the Pencil button next to the cashier's name. You can only modify the identifier content as needed. Click Update once complete.

Delete a Cashier

Click the Trash bin icon next to the cashier, and then a pop-up window will show up to confirm your intended action. Once decided, select Yes, Delete otherwise click on No.

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