This article will address administrative settings for registers within MJ Freeway’s GramTracker. Using these settings, administrators within a database will be able to create and edit registers within the system to provide tracking of cash levels within a location’s physical cash drawers.
The Register functionality enables the ability to track cash flow among multiple registers and make non-sale related adjustments, such as inputting a starting balance or making a vendor payment.
Navigate to : Admin > Registers.
Upon loading this screen, you will see a selection of registers that have already been created for your location, along with links to various actions you can take with the registers. Above the registers, you will see an option to create a new register for the location.
Upon selecting Add New Register, you will be asked for the name of the register along with any additional information you wish to provide. These notes are purely optional and function as an internal description beyond the title.
Selecting the register’s Title will take you to a page that displays the register’s balance as well as a number of options including the ones listed on table from the Registers screen.
Selecting the Edit tab (or the Edit option on the registers table) will let you adjust the name and description for the selected register.
Selecting the Adjust Cash Balance tab or table option will let you add or remove a certain amount of money from the selected register. This will also allow you to select an adjustment reason and provide any additional notes that may be necessary to explain the reason for a given adjustment.
Selecting the Transaction History tab (or the Adjustment History link on the table) allows you to view a detailed history of all cash transactions that took place with the selected register. If a register appears to be off on a closing report, this history may provide some insight as to what cash may have been erroneously added or subtracted from the register.
Selecting the Close Register tab or table option will bring you to the close register dialogue for the selected register. This page will provide a count of cash as calculated within the system, a field to enter the actual count of the cash drawer at the end of the day, and a field for any notes necessary to document any discrepancies.
Also, this page provides a handy reminder that if any cash is being taken out of the register to bring it down to a preferred starting balance for the next day, you should perform a balance adjustment to bring it down to the desired amount before closing the register.
Finally, selecting the Close Register Report tab brings up a report akin to the Closing Report, only featuring all information specific to that register since the last time it was closed.
(Not pictured but also present are Balances Summary, Payments, Register Adjustments, $0 Orders, and Refunds)