After reviewing the Labor of the mobile Daily Sales Summary, users can review any auto-imported deposits from the POS and enter additional deposits from the Deposit details screen.
Once the deposits step is complete, users should move on to review the daily transactions.
Daily deposits can also be reviewed via the web version of R365. In the web version, Users can also access the Till Management page. Learn more about reviewing Summary Deposits in the web version of R365.
Deposit Details
Button/Field | Description | |
|---|---|---|
1 | Back button | Returns to the DSS screen and marks the section ✔ Reviewed. |
2 | Total deposit snapshot | Displays total total of all deposits and the over/short for the day, with a status icon:
|
3 | Petty cash | When “Petty cash in daily close” is enabled in the location’s POS Integration Settings, these editable fields can be used to edit petty cash in and out. |
4 | Unpaid cash tips | Editable field that can be used to add unpaid cash tips to the DSS. |
5 | Deposit entry | Tap to open the deposit form. |
6 | Deposit form | Displays the following editable fields:
|
7 | + New deposit button | Adds a new Deposit entry. Up to 10 new deposits can be added. |
- The green check icon indicates that the over/short amount is between -$5.00 and $5.00
- The red ‘x’ icon indicates that the over/short amount is outside the +/- $5.00 threshold