When workflows are enabled for the finance module specific text can be configured for start, end and cash handovers.
Workflow Topics
Setting Workflow Text
Text can be configured for the following across the following sections.
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Start of Day workflows
Default Text:
The Start of Day workflow must be completed once started. Closing the workflow does not cancel or complete it, you must press 'Finish'.
Until a Start of Day has been completed, no Finance functions will be available except Change Received. This means it will not be possible to do declarations, bankings, expenses etc.
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End of Day workflows
Default Text:
The End of Day workflow will complete the CURRENT business day. The End of Day workflow must be completed once started. Closing the workflow does not cancel or complete it, you must press 'Finish'.
All skims/uplifts must be complete before the workflow is started. Once started, it will not be possible to start a new skim from the till.
All terminals should be closed before starting the End of Day workflow.
Once the End of Day workflow has been completed, no Finance functions except Change Received will be available until a Start of Day workflow is completed.
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Cash Handovers workflows
Default Text
The Cash Handover workflow must be completed once started. Closing the workflow does not cancel or complete it, you must press 'Finish'.
Remember that a second Aztec user is required to accept and complete the Cash Handover, so do not start this if there is not a second manager present.
Once declarations have been completed in this workflow, no Finance functions will be available until the workflow has been completed. This includes but is not limited to expenses, bankings, declarations, skims, machines etc.