This document describes the process by which a user may manage a MealTime mPower Till, from an Open state to Counted, using either the Cashier’s Count Till page in the POS Console or the Administrator’s Reconcile Till page in the Point of Sale interface.

 

TABLE OF CONTENTS


IMPORTANT TERMS TO KNOW

Till -
Your cash drawer. A Till is opened through Meal and A la Carte purchases, by depositing cash and checks, and by withdrawing cash. A Till is closed either manually, through a Till count, or automatically at the end of a day for organizations using the Daily Till Count Model (below).
Count -
To make an account of all bills, coins, and checks received for a Till.
Reconcile -
To verify a previously counted Till, make adjustments and notes when necessary, and finalizing when appropriate.
Spanned Till Count - 
A method for managing Tills in which the only way to close a Till is through manual intervention. Tills in this model may span multiple days, and if they do, so must corresponding report.
Daily Till Count - 
A method for managing Tills in which restrictions are placed on all Tills so that they never span multiple days. Tills may be manually closed or will be automatically closed and set to a “Waiting” status at the end of each calendar day.
Open Till State - 
A Till in this state is open for service and accepting transactions. This is the beginning state for a till.
Waiting Till State - 
A Till in this state is no longer accepting transactions while waiting to be counted. This is a transitional state.
Counted Till State - 
A Till in this state has been counted. This is an acceptable end-state for a Till although editing may still be performed if required.
Finalized Till State - 
A Till in this state will accept no further edits to counted cash and checks.  New notes may be added if desired.


OPENING THE TILL FOR MEAL SERVICE

To Open a Till for Meal Service, navigate to: Point Of Sale > POS Console > Meal Service and click Launch POS:


Select a *POS Station and a *Serving Period from the dropdown menus:


Choose to Use the On-screen Keyboard if using a touch-screen device and click Continue.


If the selected MealTime mPower POS Station has an Open Till that has not yet been counted, you will continue to use that same Till, adding to the expected total with every transaction. The Till will remain open until you choose to close and count it.  

 

If the selected POS Station does not have an Open Till, one will automatically be created upon the completion of your first transaction.


Transactions that can open a Till include Meal and A La Carte purchases, Cash or Check deposits and Cash Withdrawals.


Once you begin serving, the program will add transactions to the expected cash and check totals until you are ready to close and count your Till.


CLOSING A TILL USING THE TILL COUNT PAGE IN POS CONSOLE

The Till Count page within the POS Console allows for Tills to be reconciled without access to Point of Sale.
Once you have served Meals or A la Carte items, you’ll notice that the “Count Till” icon at the top of the POS Console interface will turn orange:

 

This lets you know that you have a Till that will need to be satisfied before you close your session. The program will also remind you if you forget and attempt to leave the POS Console before counting.
If you do not wish to count your Till after completing a meal service, you may leave it open and add to it in later sessions.


If your organization has chosen, the Daily Till model instead of the Spanned Till model, Tills left uncounted at the end of the calendar day will automatically be transitioned to a Waiting state. Waiting Tills may then be counted and completed as desired via the Reconcile Till page.



Counting a Till from the POS Console is designed to be quick and easy enough for anyone to manage. Individual Bill and Coin counts may be performed for each denomination:
It is important to count the entire Till, including the amount you intend to leave as change for your next meal service.

 

 

Checks are sorted chronologically and counted by simply clicking each one as you verify receipt:

 

The Beginning Balance will carry over from the last Till’s Left in Till amount if available. This amount can be adjusted if necessary. The Left in Till amount represents the amount you intend to leave as change for your next meal service:

 

Once you are satisfied with your Till count, click the Save button.


THE RECONCILE TILL PAGE IN POS


The Reconcile Till page in mPower Point Of Sale provides an interface for Administrators and Kitchen Managers to be able to edit and reconcile any non-finalized Till, regardless of that Till’s state.

 

See the Reconcile Till knowledge base article for detailed information about this page.


CLOSING A TILL USING RECONCILE TILL PAGE IN POS

If you are in an Administrator or Kitchen Manager role, you can manage Tills through the Reconcile Till page in the Point of Sale module. Reconciling tills on this page is done in the same way as on the Till Count page in POS.

 

Depending on how your organization is configured, you may count Tills by either User or POS Station. You can select your specific User or POS Station in the Search Window to the left of the page, then select the Open Till you wish to close.

 

One you've selected your Open Till from the Search window, click the Edit button at the bottom right of the page to begin the process of Closing the Till.


When clicking Save once the till count is complete, mPower will ask you to verify that you really want to close, count and reconcile your Till by displaying the following message:


Once you've Continued, your Till will change from an Open status to a Waiting status in preparation for your count.
If you end a Till for a POS Station while it is in use, the next transaction entered for that POS Station will create and open a brand-new Till. There will be no interruption at the POS Station and the cashier will not be aware of the change.


EDITING A TILL USING RECONCILE TILL PAGE IN POS

Open tills and Closed tills in both a Waiting and Counted state, may be edited. Finalized tills cannot be edited.


To Edit a Till, use the Search function to select the POS Station or User (depending on your organization’s settings), then the Till you wish to edit and click the Edit button at the bottom right of the page.


Once you’ve made your necessary corrections, click the Save button at the bottom right of the page.


Any alterations made to the original Till are logged in the CHANGES portion of the page:


FINALIZING A TILL USING THE RECONCILE TILL PAGE

Even though all edits are logged and visible in the Changes portion of the page, some organizations may require that the Till be rendered inaccessible for future edits. Finalizing is an optional step but required if you wish to prevent further edits from taking place for a particular Till.


To Finalize a Till, use the Search function to select the POS Station or User (depending on your organization’s settings), then the Till you wish to finalize and click Edit.


Carefully check each Finalize Box to the right of each segment:


Once all segments have been Finalized, click Save.


IMPORTANT NOTES

Once the Till has been finalized the only option available when the Edit button is clicked will be to add notes to the Till for reference.


Finalizing a Till is completely optional. It has no bearing on reports or further program functionality.


Finalization may not be appropriate for every organization as it will restrict any future edits that may be needed.


MealTime Support cannot override a finalized Till.