Revenue Management
Cash Event Templates
Set up templates for the cash and financial events you record regularly.
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About
Cash event templates save you setting up the same cash or financial event each time. Choose one when you create cash events.
What a template can do
Till media movement
Creates a transaction on a till that swaps one payment media for another.
Account movement
Creates a cash movement between two accounts.
Bank deposit
Creates a bank deposit from a Cash account to a Bank account.
One site only
Each template belongs to one site. Log in to that site to create or change it.
Ready to start?
Go to the Create tab.
Create
Set up a template for a cash or financial event you record regularly.
Log in to the right site
Templates belong to one site, so log in to that site first.
Steps
1
Start a new template
Go to Revenue Management > Cash Events > Cash Event Templates and select NEW CASH EVENT TEMPLATE.
2
Name and describe it
Fill in:
A name for the template.
What the template is for.
The date filled in when a cash event is created in Cinchio Back Office.
Optionally, limit the template to users whose user role allows at least this cash event state. Leave blank for no limit.
3
Choose the actions
Turn on each action the template should do:
Till Media Movement
Swap one payment media for another on a till.
Account Movement
Move cash between two accounts.
Bank Deposit
Pay cash into a bank account.
4
Set up each action
Fill in the details for each action you turned on:
Which action are you setting up?
Till media movement
With Include Till Media Movement on, fill in Till Media Movement Details:
A particular till to record the transaction on, or Prompt For Till to let the user choose.
The payment media that goes negative in the transaction.
The payment media that goes positive in the transaction.
Account movement
With Include Account Movement on, fill in Account Movement Details:
The site Cash or Bank account the cash moves out of.
The site Cash account the cash moves into.
Bank deposit
With Include Bank Deposit on, fill in Bank Deposit Details:
The site Cash account the cash moves out of.
The site Bank account the cash moves into.
5
Save it
Save the template.
The template can now be chosen when you create cash events.
Edit
Change a template's details or its actions.
Steps
1
Open the template
Go to Revenue Management > Cash Events > Cash Event Templates, find the template and select Edit.
2
Make your changes
Change any of the template's details or actions. See the details and the actions for what each setting does.
3
Save it
Save the template.
The template is updated. Cash events created from now on use the changes.
Search
See the cash event templates for your site.
Shown straight away
When you open Revenue Management > Cash Events > Cash Event Templates, every template for the site is listed. You can't search or filter the list.
What's shown
The template's name.
Delete
Delete a template you no longer need.
You can only delete a template if
You have delete rights
If you don't but think you should, find out how to get access.
This can't be undone
Deleting a template is permanent. It can't be recovered.
Steps
1
Open the template
Go to Revenue Management > Cash Events > Cash Event Templates, find the template and select Edit.
2
Delete it
Select Delete and confirm.
The template is deleted.