Cashiering Overview
Cashiering handles guest folio billing, payments, and cashier sessions. Access usually requires Cash Register Login before using Transaction, Cashier Shift, or Quick Checkout.
This page has Common FAQs and Troubleshooting below. For issues in other modules, see the main Troubleshooting page — it links to module-specific FAQs and troubleshooting sections.
In the app, Cashiering is a menu with these screens:
| Screen | Purpose |
|---|---|
| Cash Register Login | Log in to a cash register before using cashiering functions. |
| Transaction | Work on a specific reservation's folio (charges, payments, adjustments). |
| Cashier Shift | Open/close cashier shifts and view shift summary. |
| Quick Checkout | Speed up checkout for selected reservations. |
| Post Room Charge | Manually post room charges for a specific reservation and date. |
| Journal by Transaction | Detailed view of all items and payments across reservations, filterable by cashier, room, and date. |
| Room Routing | Property-wide view of all routing rules set up across reservations. |
Cash Register Login
Before using cashier functions:
- Go to Cashiering in the sidebar (or a sub-item such as Transaction).
- If prompted, you are taken to Cash Register Login.
- Select (or enter) your cash register and complete the login.
- After that, you can use Transaction, Cashier Shift, and Quick Checkout as permitted.
Common FAQs
Why can't I open Cashiering or the Transaction screen?
You must log in to a cash register first. Go to Cashiering, use Cash Register Login, select your register, and complete login. Your user must be linked to a cashier and cash register in configuration.
What is the difference between Transaction and Quick Checkout?
Transaction is for working on one reservation's folio (charges, payments, adjustments). Quick Checkout speeds up departure by selecting one or more reservations, applying standard charges if needed, taking payment, and marking them checked out in fewer steps.
Where do I see my cashier shift summary?
Go to Cashiering → Cashier Shift. You can open a shift (declare starting float) and close it (declare expected vs actual). Shift reports help reconcile daily activity.
For more FAQs and troubleshooting, see Transaction or the troubleshooting table below. For general issues, see Troubleshooting.
Troubleshooting
| Problem | Cause | Solution |
|---|---|---|
| Cannot open Cashiering / Transaction | Not logged in to a cash register, or user not linked to a cashier/register. | Log in at Cash Register Login. Ask your administrator to link your user to a cashier and cash register in Configuration → Cashiering. |
| Charge or payment fails to post | Transaction code or payment type inactive; reservation not in a status that allows posting. | Ensure the transaction code and payment type are active. For charges/payments, the reservation usually must be checked in. |
| Cannot void | Void rules require a reason or approval; or item is locked after night audit. | Enter the required void reason or request approval per configuration. If locked, follow your property's policy for corrections. |
For general issues, see Troubleshooting.
See also
- Night Audit — Post room charges, close business date, view audit reports and guest ledger. Close cashier shifts before running night audit.
- Reports — Billing and Night Audit reports for folio summary, revenue, and guest ledger.
- Reservations — Guest and stay data; open folio from reservation or Front Desk.
- Front Desk — In-house and checked-out lists; quick access to folio and checkout.
- Configuration overview — Transaction codes, payment types, cashiers and cash register under Configuration → Cashiering.