---
title: "Register Set Up Procedures"
slug: "register-set-up-procedures"
updated: 2026-07-24T07:34:05Z
published: 2026-08-10T20:21:16Z
canonical: "help.idibilling.com/register-set-up-procedures"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Register Set Up Procedures

**Permissions**

All register transactions are permission-based. Permissions are configured in the Admin Console. See Permission Profiles.

**Transaction Reasons**

You are required to specify a reason any time you perform a transaction (other than reconcile or float). Reasons are user-defined and are configured in the POS Back Office (**Applications > POS back Office > Setup > Transaction Reasons**).

**(More)**

Transaction reasons are explanations for a register drawer being opened without making a sale. These reason have a system-generated Reason ID as well as an editable Description. They are accessed and managed in POS Back Office Setup.

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/89730(1).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A21Z&se=2026-11-14T11%3A58%3A21Z&sr=c&sp=r&sig=J9OOBHQzy1aIxjGcZx0wSm%2FqgWjKF4ZtTvzX8kxOFkc%3D)

Transaction Reasons are managed on a Transaction Type basis as selected from the drop-down menu

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/89731(1).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A21Z&se=2026-11-14T11%3A58%3A21Z&sr=c&sp=r&sig=J9OOBHQzy1aIxjGcZx0wSm%2FqgWjKF4ZtTvzX8kxOFkc%3D)

To add or edit a Transaction Reason:

- Select the Transaction Type.
- Right-click in the Transactions Reasons window and select **New** to create a new Transaction Reason

OR

To edit a Transaction Reason, double-click its row to display the Add/Edit Transaction Reasons form.

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/89732(1).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A21Z&se=2026-11-14T11%3A58%3A21Z&sr=c&sp=r&sig=J9OOBHQzy1aIxjGcZx0wSm%2FqgWjKF4ZtTvzX8kxOFkc%3D)
- Add or change the Description.
- Click **Save** to keep your changes.

To delete a Transaction Reason:
- Right-click the Transaction Reason you want to remove and select **Delete**.

Configuring Registers

[Register Policies](/v1/docs/setting-up-register-policies-for-register-management)