Create and maintain Cashier IDs
Create Cashier IDs to require a password and track Staff IDs when payments are applied.
Before you start
- Select Use Cashier ID in Account Defaults
- Security Access to Cashier ID information
- Administrator Designated Staff
Important!
- Cashier IDs cannot be changed once saved.
- Once a cashier ID is used with a payment, it cannot be deleted, but it can be inactivated.
- It is not recommended to reuse a cashier ID for a different individual.
Setup a Cashier ID
Note: Up to six characters can be used when creating Cashier ID’s.
Navigate to Lists > Cashier ID.
- Click New and enter the administrator password.
- Enter an alphanumeric ID of up to three characters.
- Enter the cashier name.
- Enter a password up to six characters and retype the password to confirm it. For security, asterisks will display whenever the password is typed.
- Click OK.
Update Cashier IDs
Navigate to Lists > Cashier ID.
- Select a name, click Update and enter your administrator password.
- Update the cashier name, status, or password, as needed.
- Click OK when finished.
Delete a Cashier ID
Navigate to Lists > Cashier ID.
- Select a name, click Delete and enter your administrator password.
- Click OK to confirm deletion.
- Click OK when finished.
Additional information
For Multi-Location Single Database (MLSD) practices
- The first character of the ID should correspond to the practice location, either a number or a letter, followed by the initials of the staff member.
- This will enable you to quickly run a daily or monthly deposit report by a cashier ID range.
Related reports
- End of Day Reports
- Daily Payment Register reports – Use to find accounting/payment errors
- Deposit Report Checks report
- Returned Check reports
- Daily Audit Trail
- Itemized Audit Trail – rekeying
- Daily deposit report – balance the cash drawer
- End of Month Reports
- Returned Check Summary
- Monthly Deposit report
