Cashiering

This table describes the access groups under Cashiering in the Permissions tree:

Access group Description
Cashiering Setup Affects the Setup item in the Cashiering menu.
Charge Types > Agency Charges Grants access to pay agency-defined charges in the cash register.
Charge Types > Billing Charges Grants access to pay Billing-based charges in the cash register.
Charge Types > CDR Fees Grants access to pay CDR-based charges in the cash register.
Charge Types > Escrow Deposits Grants access to deposit money into escrow accounts in the cash register.
Drawer Management Affects the Monitor Cashiering item in the Cashiering menu.

Affects the Lookup Cash Drawers, Generate Cash Drawers, and Define Cash Drawer items under Management in the Cashiering menu.

Register Groups Access groups for each register group defined for the Cashiering system. A user must have access rights to a register group to see, use, and manage registers in that group.
Transaction Lookup Affects both the Lookup Register Transactions item and the Lookup Drawer Transactions item under Management in the Cashiering menu.

Tips and hints

  • Access is based around register groups, which are defined by each agency. A register group can represent all of the registers in a particular location, all of the registers serving a particular function, all of the registers used by a set of employees, or some other meaningful grouping. Each register can have one and only one register group.
  • In a register-based system, the register group is added to the drawer setup when a register is specified for that drawer. The system then uses that register group to determine permissions. In a cashier-based system, a default register group must be specified for each drawer setup. The system then uses either the register group for the register that the drawer is currently in or the default register group from that drawer’s setup to determine permissions.