How to do CASH UP (End of Day)

1. Click Manager

• Click Cash Up

• Click Tonight’s Date

• Click “Use the magic calculator”

• Type in how many of each bill or coin that you count

• Example:  If there is two $20 bills you would just put a “2” in the box

• Type in $300 and the cents left over in the top box ($300.xx)

• This automatically tells you how much to deposit in the envelop.

• Click Complete

1. Open “Snag It” – The RED S in the bottom tool bar

1. Select “Image” of the left and then Select the RED Capture Button

1. Click and drag the cross hairs from the top left to the bottom right

1. Open TEAMS

1. Click “Cash Up –  Location” Channel

1. Click “Post in channel”

1. Open The Blue Snagit Icon (Where your screen shots live)

1. Click and Drag your screen shot to your new Teams Post

1. Select The Previous Cash Up Bullet Points and Press [Ctrl] + [C] (COPY)

1. Click inside your new post and Press [Ctrl] + [V] (PASTE)

• Reopen Phorest

• Click Manager

• Click Reports

• Select “Today” in the “Health Dashboard” – To find Rebooking %

• Scroll To The Bottom and Record this 47% into your Teams Post

• Click the “Finance” Tab at the top

• Click the Arrows to find:  Service Sales, Retail Sales, Tips & Tax

• Highlight the number you need and Press [Ctrl] + [C] (COPY)

• Click “Tips: “

• Press [Ctrl] + [V] (PASTE)

• Repeat The Last step until you have all of the bullet points filled out

• Sign Your Name and the Click “Post”