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Tills & Drawers

The Tills and Till Currency Drawers pages let you configure cash-handling stations and their currency allocations.

Navigation: Administration → Financial Setup → Till / Till Currency Drawer

Workspace Reference

WorkspaceHow Users Reach ItWhat Users Usually Do There
TillsAdministration -> Financial Setup -> TillCreate cash-handling stations, assign users, define limits, and link them to business units.
Till Currency DrawersAdministration -> Financial Setup -> Till Currency DrawerDefine which currencies each till can handle and the opening/control settings for each drawer.
DenominationsAdministration -> Financial Setup -> DenominationsMaintain notes and coins used for till counts.
Teller And POS Cash OperationsTeller or POS workspaces where cash handling is enabledOpen, count, transact, close, and reconcile cash activity against till balances.

Tills

A till is a cash-handling station operated by a teller. Each till:

  • Belongs to a business unit (branch)
  • Is assigned to a user (the teller)
  • Has defined operating limits (maximum cash allowed)
  • Tracks a running cash balance

Creating a Till

  1. Navigate to Financial Setup → Till
  2. Click Create Till
  3. Fill in the form:
FieldDescriptionRequired
Till NameDescriptive name (e.g., "Till 1 — Main Branch")Yes
Business UnitThe branch this till belongs toYes
Assigned UserThe teller operating this tillYes
Maximum BalanceThe maximum cash this till should holdNo
  1. Submit the form

Till Currency Drawers

A till currency drawer is a compartment within a till for a specific currency. If your organisation transacts in multiple currencies, each till will have a separate drawer per currency.

Creating a Currency Drawer

  1. Navigate to Financial Setup → Till Currency Drawer
  2. Click Create Drawer
  3. Fill in the form:
FieldDescriptionRequired
TillThe parent tillYes
CurrencyThe currency for this drawerYes
Opening BalanceThe starting cash balanceNo
  1. Submit the form

Till Operations

During daily operations, tellers interact with their tills through:

  • Cash-in — Receiving cash from customers (deposits, repayments)
  • Cash-out — Dispensing cash to customers (withdrawals, disbursements)
  • Till balancing — End-of-day denomination count to reconcile physical cash with system balance

Next Steps

  • Pricing — Configure fee structures and pricing profiles

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