Tills can be edited on the Till Management page after actual cash amounts have been entered. The steps to edit a till depend on the state of the deposit slip at the time of the correction.
Important Note About Bank Deposit Slip Entries
If a bank deposit slip amount has already been entered on the deposit slip, the deposit slip must be removed before tills can be edited. See Reopen a Deposit to Edit a Till below.
Security
Users must have the following permissions to edit till cash amounts:
Sales & Cash → Cash Management → Tills → Count/Edit Tills
Users must have the following permissions to unlock a completed deposit slip:
Sales & Cash → Cash Management → Tills → Unlock Till Deposits
Sales & Cash → Cash Management → Deposits → Edit Completed Deposits
These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.
Edit a Till During Validation
While a deposit slip is open for review on the Deposits tab, tills can be edited directly from the deposit details. Follow these steps to edit a till during validation:
Click steps to expand for additional information and images.
1) Navigate to the Cash page.
Open the Sales & forecasting app.
Select Cash.
2) Click the Deposits tab.
3) Locate the deposit slip and click the down arrow to expand the deposit details.
4) This will open to the Individual Tills tab. If needed, click the Individual Tills tab.
5) Click Edit beside the till that needs to be updated.
6) Edit the cash value as needed.
7) Click Done.
8) Click Save All Changes.
Reopen a Deposit to Edit a Till
This applies when a deposit has been completed on the Tills tab — whether or not the deposit slip has been validated on the Deposits tab. Reopening the deposit removes any complete or incomplete deposit from the Deposits tab and returns it to the Tills tab, where tills can be edited before the deposit is re-completed.
Important Note About Previously Validated Deposits
If the deposit was already validated on the Deposits tab — including uploading a bank deposit slip image and entering the deposit amount — that information will need to be re-entered after the tills are edited. See Validate Deposit Slips for steps.
Follow these steps to reopen a deposit and edit a till:
Click steps to expand for additional information and images.
1) Navigate to the Cash page’s Tills tab.
2) On the Tills tab and locate the completed deposit slip.
3) Click the three-dot button on the deposit slip.
4) Click Reopen Deposit.
Once clicked, the deposit is removed from the Deposits tab and returned to the Tills tab for editing.
5) Edit or delete the till(s) as needed.
Edit by clicking the Edit button. Then, follow the steps in Edit a Till During Validation above, beginning at step 3.
Delete by clicking the 3 dot menu button, and then selecting Delete Deposit.
6) Re-complete the deposit slip.
See Complete Deposit Slips for steps to re-complete the deposit.
7) If the deposit was previously validated, navigate to the Deposits tab and re-enter the deposit slip details.
See Validate Deposit Slips for steps to upload the bank deposit slip image and re-enter the deposit amount.
