Begin, continue, and end a cashier session

To search for a cashier session

1. From the Cashier session page, select Search.

2. Enter search criteria as needed (see Cashier session form fields for field descriptions).

3. Select Submit.

   Tip: To see all cashier sessions, select Submit without entering any search criteria.

Before you can accept payments or handle transactions, you must begin a new cashier session. For each session, Civic Platform records the date, the beginning and ending times of a session, the user name of the cashier, and all the transactions managed by the cashier during the session.

To begin a cashier session

1. From the Cashier session page, select New session.

   Notes:

   • Civic Platform displays a notice informing you that the session is open and it assigns a session number. You can now manage any transactions that you have permission to manage. When you end your shift, remember to end your cashier session.

   • If available, select your Workstation ID from the Workstation ID menu. Contact your agency administrator with any questions.

If your cashier session remains inactive for a period of time, Civic Platform may suspend your session. Before you can continue with additional transactions, you must reactivate the cashier session.

To continue a suspended cashier session.

1. From the Cashier session page, select Continue session.

At the end of your shift, remember to end your cashier session.

To end a cashier session

1. (Optional) On the Cashier session page, complete the Deposit slip # and Deposit date fields.

2. Select End session.

3. Select OK.

   Note: Civic Platform ends the session and displays the Cashier summary page.

4. (Optional) Select Print to print the Cashier summary page.

Sometimes it is necessary to open the cash drawer when you are not processing a payment. For example, you can open the cash drawer to make change for a $20 bill.

To open the cash drawer

1. From the Cashier session page, select Open cash drawer.