When creating a cash event template, ensure you're logged into the site that the template relates to.

To create a cash event template at a site, head to Revenue Management > Cash Events > Cash Event Templates and select [NEW CASH EVENT TEMPLATE].

Fill in the template as covered in the section below.

To edit an existing cash event template, head to Revenue Management > Cash Events > Cash Event Templates, locate the required cash event template and select [Edit]. 

Enter Cash Event Template Details

Within the cash event template, enter the following:

• Template Name: Enter a name for the template. 
• Description: Enter a description of what the template is used for.
• Create Default Date: Select the default date that shows when creating a cash event via Back Office.
• Max State Allowed: If applicable, select a cash event state to restrict access to the cash event. If defined, this cash event template can only be used by users assigned to a User Role with the selected max state defined or higher. (Leave blank if no restrictions apply.)

Cash Event Actions

Select which actions are required within the cash event template: 

• Till Media Movement: To create a transaction against a till to exchanges one payment media for another payment media. 
• Account Movement: Creates a Cash Movement between two specified accounts. 
• Bank Deposit: Creates a Bank Deposit from a specified Cash account to a specified Bank account.

Till Media Movement 

If Include Till Media Movement is enabled, within Till Media Movement Details:

• Till: Either a specific till to record the transaction against, or select "Prompt For Till" for the user to select. 
• Media Out: Select the payment media to be negative within the transaction.  
• Media In: Select the payment media to be positive within the transaction.  

Account Movement

If Include Account Movement is enabled, within Account Movement Details: 

• From Account: Select the site Cash or Bank type account where cash will be moved out from. 
• To Account: Select the site Cash type account where cash will be moved in to. 

Bank Deposit Details

If Include Bank Deposit is enabled, within Bank Deposit Details: 

• From Account: Select the site Cash type account where cash will be moved out from. 
• To Account. Select the site Bank type account where cash will be moved in to. 

Access the the Cash Event Templates section via: Revenue Management > Cash Events > Cash Event Templates.

All cash event templates for the site are shown by default when accessing this section.

There is no option to perform a search to narrow down the list in this section currently. 

The cash event templates list shows the following:

• Cash Event Template: Displays the name of the cash event template.

A sites cash event template can be deleted if no longer required.

You can only delete a cash event template if you have rights to do so. Click Here if you do not have rights to delete but believe you should.

To delete a cash event template, head to Revenue Management > Cash Events > Cash Event Templates, locate the required cash event template and select [Edit]. 

Within the cash event template:

• Select [Delete].
• Confirm the deletion.

The cash event template is now deleted. 

This is a hard delete, so the balance cash event template cannot be recovered.