Separate End of Day Settlements for user ID's

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  • Updated 5 months ago
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I have just started having multiple receptionist work at the same time, and am looking for the ability to settle (print summary) at the end of the day in relation to all of the transactions they did that day.  This means that each person is responsible for their own cash, and transactions and mistakes at the end of day. 
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Janine Kinahan

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Posted 5 months ago

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Timothy, Business Care Manager

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Hi Janine. Do your admin staff work on different computers, perhaps with their own money drawers, and are you wishing to track the transactions processed on those individual computers during a shift?
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Janine Kinahan

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That is right, they are on separate computers, EFTPOS/HICAPS machines and cash boxes.  I want them to be able to settle the transactions they have completed at the end of their shift.  
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Timothy, Business Care Manager

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Hi Janine. In this case, you could use the ‘Locations’ function in Front Desk, which is typically used to track transactions at different locations. In this case, we will track transactions on different computers.

To enable this feature, log in as the Admin user and head to File > System Information > Advanced and enable Multiple Locations. You'll need to close an re-open Front Desk.



Go to the File > System Information > Practice Locations tab and add the different computers used by your admin staff. It is then important that you set the location for each computer at the bottom of the Practice Location tab as highlighted in red below.



You can then filter on your Banking Sheets and Shit Reports by selecting the computer in the By Location option as shown below.

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Janine Kinahan

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Thanks. Will give this a try!