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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
| Workspace | How Users Reach It | What Users Usually Do There |
|---|---|---|
| Tills | Administration -> Financial Setup -> Till | Create cash-handling stations, assign users, define limits, and link them to business units. |
| Till Currency Drawers | Administration -> Financial Setup -> Till Currency Drawer | Define which currencies each till can handle and the opening/control settings for each drawer. |
| Denominations | Administration -> Financial Setup -> Denominations | Maintain notes and coins used for till counts. |
| Teller And POS Cash Operations | Teller or POS workspaces where cash handling is enabled | Open, 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
- Navigate to Financial Setup → Till
- Click Create Till
- Fill in the form:
| Field | Description | Required |
|---|---|---|
| Till Name | Descriptive name (e.g., "Till 1 — Main Branch") | Yes |
| Business Unit | The branch this till belongs to | Yes |
| Assigned User | The teller operating this till | Yes |
| Maximum Balance | The maximum cash this till should hold | No |
- 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
- Navigate to Financial Setup → Till Currency Drawer
- Click Create Drawer
- Fill in the form:
| Field | Description | Required |
|---|---|---|
| Till | The parent till | Yes |
| Currency | The currency for this drawer | Yes |
| Opening Balance | The starting cash balance | No |
- 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
