New Register Management for Enhanced Cash Handling
Audience: This update impacts front-desk operators and administrators responsible for daily register and payment operations.
Pain Points in the Current Experience:
Unstructured workflows for cash handling created inconsistency and compliance issues.
Mid-day cash management and tip payouts lacked transparency and tracking.
Manual error-prone reconciliation increased administrative overhead.
New Feature Summary:
The new Register Management (Register Management 2.0) offers a structured, auditable, and compliant cash-handling workflow that includes mandatory opening, mid-day counts, tip payouts, and auto-closure capabilities. It’s designed to simplify operations, reduce discrepancies, and improve financial accountability.
Existing Experience vs. New Experience
Existing Experience
The previous register process allowed for fragmented, manual steps in cash handling. There were no mid-day tracking options, opening was optional, and tip payouts lacked real-time validations. This created gaps in accountability and increased the likelihood of errors.
New Experience
The new Register Management introduces:
Mandatory Register Opening: Prevents transactions unless the register is opened, ensuring operational discipline.
Mid-Day Counts and Reconciliation: Operators can record and verify cash during the day, especially during shift changes.
Tip Payout Validation: Tracks real-time tip earnings and restricts overpayments, enforcing financial integrity.
Petty Cash Tracking: Allows both logging of expenses and receipts for small cash interactions.
Cash Entry by Denominations: Offers a detailed breakdown for better accuracy.
Automatic Closure: Optionally closes the register if expected and actual values match, eliminating the need for manual reconciliation.
Scenario-Based Flexibility: Allows configuration of workflows based on business needs. For example, enforcement levels, payment blocks.
Old Register | New register |
|---|---|
Manual workflows | Structured, automated workflows |
No mid-day tracking | Supports mid-day counts, additions/removals |
Limited validations | Smart validations for tips and discrepancies |
No denomination input | Cash can be entered by denominations |
Key Functional Changes
Why This Change?
To eliminate inconsistencies in daily cash operations and enable configurable, transparent cash handling aligned with best practices.
How It Helps?
Reduces errors with calculated adjustments and expected values.
Enhances compliance by enforcing register opening and closure.
Improves financial visibility through action logs and structured tracking.
Usability Improvements
Centralized Interface: All actions (Open, Mid-day Count, Add/Remove Cash, Close) accessible via Manage Register.
In-line Alerts and Prompts: Users receive real-time feedback on discrepancies, open invoices, or invalid tip payouts.
Detailed Logs: Every action is logged for future audits and managerial reviews.
Examples and Scenarios: Cash flow breakdowns help users understand system behavior with practical clarity.
FAQs
How do I enable the new Register Management?
Navigate to Configuration > POS > Register Management, and enable the Register Management 2.0 toggle.
What happens if the expected and actual cash don’t match?
Zenoti prompts the user to enter a note explaining the discrepancy. Adjustments are logged and included in the closing record.
Can I still use the old workflow?
Yes. If the Register Management 2.0 setting is disabled, the legacy register workflow will remain active.