How do I Set Up a Cash Processor?

Note: Generally, setting up a Cash Processor only occurs once during location setup. Once a Cash Processor it configured the first time, you do not have to set

Creating a Cash Processor:

Step 1: Configure a cash account on the Manager Dashboard by navigating to the Processors Page and press +add processor

Step 2: You will then choose a type of processor, and create a name.

In this case, choose cash.

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Once you have set this up, you can now add cash accounts on the Manager Dash or POS.

Adding a Cash Account via your Manager Dashboard:

Press view accounts on the Cash account and press**+add account**

When you press add account, you will need to input the following information:

Select the display
Starting balance
Choose the station
Select the users who will have access to the cash account

You can also set up cash accounts by individual user or phone: