My Registers

The My Registers window lets you view details for all registers that you can use (registers associated with the machine name of your PC). This list may include registers in several different stores.

You can choose whether or not to display inactive registers by checking or clearing the Show Inactive Registers check box. This option DOES NOT show registers that have never been opened.

From this window you can view register transactions, reconcile registers and run register-level reports.

Right-click Menu Options

Right-click a register to access the following options:

• Reports - This displays a list of reports available for the selected register. Select the report to run it.

• View Transactions - This displays the Transaction Search Results window with all transactions for the selected register. See Transaction Search Results.

  • If the register is open the search result will list all transactions that have occurred since the register was opened.

  • If the register is reconciled the search result will list all transactions that occurred during the previous open session (prior to being reconciled)

• Reconcile - This option is only available for registers associated with the current machine name (the name of the PC where you are currently logged in. This opens the .

  Reconciliation wizard

  After you choose a register to reconcile, the Reconcile wizard lets you enter the tender amounts for all tender types allowed in your system (according to the register policy).

  The wizard displays a series of windows for entering the actual (counted) amounts for all tender types configured as 'Require Count' on the Register Policy Tender tab. Each window provides specific fields for the tender type being totaled. A running grand total is displayed at the bottom of each window. The small pane in the upper right shows the total for each tender type as they are completed.

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  For example, for the cash tender type as you enter quantities for each bill and coin value, the corresponding amount is added to the Grand Total. The amount is also indicated in the Tender Type list (upper right pane).

  How to Use the Wizard

  Before you can proceed with this step you need to count the amounts for each tender type in the register. When you are finished with this, enter the counted tender amounts in the wizard:

  1. Enter the tender amount for each applicable tender type starting with cash.

  2. When you are finished entering the amount for one tender type, click Next to proceed to the next tender type.

     Note

     Remember, the wizard will only provide pages for tender types allowed in your store as specified under register policies.

• Filter - Lets you filter the list of registers.

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  Windows with lists (rows with column headings) can be sorted and filtered by:

  Column Heading

  On pages with column headings, you can sort, filter and find items by right-clicking the column heading.

  

  The shortcut menu lets you:

  • Sort Ascending or Sort Descending

  • Apply a Filter. This displays a dialog for entering a text string (expression). Wildcard characters (*) are allowed. For example, entering "Acme*" filters out (hides) all records that do not contain a text string beginning with “Acme". To undo the filter and restore the original search results, select Remove Filter.

  • Find an item based on a text string. This displays a window similar to the Filter window.

    

    However, rather than hiding records that do not match the text string, the Find function finds and highlights the first instance of the text string in the list. Selecting Find Next locates the next instance of the text string.

    Note

    You must enter the complete string in order for it to be found; wildcards are not allowed. For example, if you're searching a column for Los Angeles, you must enter Los Angeles, not just Los *.

  Click Column Heading to Sort

  Left-clicking on column headings will also toggle between sorting them in ascending and descending order.

  Note

  This is a strict alpha sort, so numbers that vary in length will not be sorted numerically. (For example, 100 will come before 15.)

  Selected Cell

  When a list is very large you can apply a filter to make it more manageable. To do this, right click a cell in the grid and choose Filter >

  • By Selection -- to include all rows with the selected filter criteria (cell content).

  • Excluding Selection -- to remove all rows with the selected filter criteria.

    To revert to the complete list, choose Filter > Remove Filter.