Finance

For each POS, specific settings can be applied to manage financial processes and control any service charges.

Finance Topics

Declare Terminal
Service Charge Overrides

Declare Terminal

Navigate to Base Data → Estate Structure → POS Settings → Finance → Declare Terminal

Settings

The following table outlines each setting and its corresponding functionality.

Setting	Description	Additional Information
Track Drawer Insert	When enabled the point of sale terminal be using drawer inserts in finance	When using the 'Open Terminal' function on the POS operator will be presented with a screen to select the drawer insert to be deployed to the terminal
Auto Declare Terminal	Terminals can have one of the following auto declaration settings applied Off - onsite teams will be required to declare the terminal when session changed Instant - when selected the terminal when session changed will be automatically declared Scheduled - when selected the terminal when session changed will be declared at the given scheduled time	Within a configuration setup, terminals that only take integrated payments or do not require reconciliation can be set to Auto Declare, providing onsite automation
Payments Allowed	Terminals can have one of the following payment settings applied Drawer Payments Only - all payments will be assigned to the drawer, even if the POS operator has an open money belt session Drawer & Money Belt Payments - for POS operators with no money belt setting monies will be allocated to the drawer, those operators with a money belt can complete a payment and the money will be allocated to their money belt Money Belt Payments Only - only those POS operators that have a money belt session started can complete a payment on a POS terminal with this setting Payments Not Allowed - no payments can be completed by any POS operator when this setting is used

Setting

Description

Additional Information

Track Drawer Insert

When enabled the point of sale terminal be using drawer inserts in finance

When using the 'Open Terminal' function on the POS operator will be presented with a screen to select the drawer insert to be deployed to the terminal

Auto Declare Terminal

Terminals can have one of the following auto declaration settings applied

Off - onsite teams will be required to declare the terminal when session changed
Instant - when selected the terminal when session changed will be automatically declared
Scheduled - when selected the terminal when session changed will be declared at the given scheduled time

Within a configuration setup, terminals that only take integrated payments or do not require reconciliation can be set to Auto Declare, providing onsite automation

Payments Allowed

Terminals can have one of the following payment settings applied

Drawer Payments Only - all payments will be assigned to the drawer, even if the POS operator has an open money belt session
Drawer & Money Belt Payments - for POS operators with no money belt setting monies will be allocated to the drawer, those operators with a money belt can complete a payment and the money will be allocated to their money belt
Money Belt Payments Only - only those POS operators that have a money belt session started can complete a payment on a POS terminal with this setting
Payments Not Allowed - no payments can be completed by any POS operator when this setting is used

Service Charge Overrides

Navigate to Base Data → Estate Structure → POS Settings → Finance → Service Charge Overrides

In certain operations, service charges can be configured either not to apply or to use a different percentage calculation. Override rules can be added to manage these rates.

Follow these steps to add overrides:

Click Add
Select the Service Charge Rule
Update the Rate as required | click Save

If no service charge should be applied on a selected terminal set the rate to be 0%
Click Save

Additional tax rate overrides can be applied in Finance → Configuration → Estate Settings → Site Settings → Tax Rate Overrides