The list of registers shown is based on whether you have Manage Registers permission. If you have this permission, you can see all registers in all Locations where you are assigned as a User (based on Locations configuration in IDI Desktop Client POS Back Office). Without this permission you can only see registers that match your Username.
You can filter the list to show only registers for a specific Location by selecting one from the drop-down menu, and/or by Username by making an entry in that field and then clicking Search. You can also sort the list on Location or Description by clicking the respective column headers.
The kebob (vertical dots) in each row provides access to register functions based on the register’s status and other permissions, settings, and conditions as indicated below.
Option | Status | Other Permissions/Settings/Conditions |
|---|---|---|
Edit Register – Edit Username and/or Machine Name. | Open, Reconciled | Manage Registers permission. |
View Tender Summary – View current amount for each tender type. | Open, | Always available with Manage Registers permission. Without this permission, availability depends on the Register Policy Show Current Amounts setting. |
Set Current Register – Make yourself the current user. | Open, | Available on any register that matches your Username. |
Reconcile – Reconcile expected and actual tender totals. | Open | Available for all users. |
View Reconcile Summary | Reconciled | Available when the reconcile result for the register was saved for later rather than submitted. Manage Registers permission or Show System Totals setting in Register Policy is required to see expected totals, and over/short amounts. |
Float – Float an initial cash amount to open the register. | Reconciled | No other permissions, settings or conditions apply. |
Example:
