The sign off function allows back of house operators to finalise all finance activities and complete sign off for a day, week, month, or year. Within the sign off section, you can define the sign off periods and set specific conditions that must be met before the process can be completed.
When a sign off is completed all previous activities become locked and cannot be changed.
Sign Off Topics
Settings
When a company is selected the following table outlines each setting and its corresponding functionality.
| Settings | Description | Additional Information |
|---|---|---|
| Sign Off Settings | ||
| Enable Auto Sign Off |
When enabled along side daily sign off the daily sign off can be completed automatically, a weekly sign off would still need to be completed manually |
The benefit of this option enables onsite teams just to perform a weekly sign off but whilst 'locking' daily finance activities from being edited Workflows cannot be in use when enabling this feature |
| Sign Off Periods In Use | ||
| Daily |
When enabled the finance module will require a daily sign off |
|
| Weekly |
When enabled the finance module will require a weekly sign off |
|
| Monthly |
When enabled the finance module will require a monthly sign off |
|
| Yearly |
When enabled the finance module will require a yearly sign off |
|
| Sign Off Conditions
Sign off conditions can be applied to either daily (select a condition per day) or weekly sign off periods, when enabled the condition must be met before the sign off is completed |
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| Closed Sessions Declared |
When enabled all closed terminal session must be declared |
|
| Banking Performed |
When enabled at least one banking must have been added |
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| All Safes Counted |
When enabled all onsite safes have been counted |
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| Cash on Site within Limits |
When enabled the total amount of cash on site must be within the limit for the site |
Additional settings required on a per site basis to define the cash on site minimum and maximum values must be configured:
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| ATM Refloat Performed |
When enabled the ATM will be required to be refloated as part of the ATM operations processes |
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| Employee Hours Confirmed |
When enabled employee hours in the Time Attendance module under Verify Clock times will need to be completed |
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| No Open Sessions |
When enabled all terminals must be session changed and in a closed for trading status |
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| Hotel Finance Data Imported |
When enabled data from a hotel property management system must be imported before sign off |
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