All of the following must be set up before receipts can be entered into the Cash Receipts module.
- All computers that will be used to enter receipts need to be set up as workstations.
- Workstations are created and maintained using the Station Maintenance window (CR> Maintenance> Stations). You can only maintain the setup of the workstation you are logged into. If you need to set up multiple workstations, you will have to log into each of them.
- Click here for information on station maintenance.
- Every Springbrook user that will enter receipts must be set up as an operator
in the Cash Receipts module.
- Operators are created and maintained using the Operator Maintenance window (CR> Maintenance> Operators).
- Click here for information on operator maintenance.
- Each operator must be set up on the workstations they will use to enter receipts. Operators will
only be able to enter receipts on workstations they are set up on.
- You can attach a workstation to an operator using the Operator Maintenance window (CR> Maintenance> Operator), or you can attach an operator to a workstation using the Station Maintenance window (CR> Maintenance> Station). It doesn’t matter which record you update (station or operator) because updating one will update the other.
- An additional level of security can be set up by checking the Require operator reauthentication toggle on the CR Setup window (CR> Utilities> Setup).
- This will require that users log in a second time before accessing the Cash Entry window.
- Create the slips you would like to generate when a payment is entered.
- Slips are created and maintained using the Slip Maintenance window (CR> Maintenance> Slip).
- Click here for information on slip maintenance.
- Create a list of payment methods. When a receipt is created, the payment method (cash, check,
credit card, etc.) is selected from a drop-down menu.
- Payment methods are created and maintained in the Payment Method Maintenance window (CR> Maintenance> Payment Method).
- Click here for information on payment method maintenance.
- Determine which slips should print when receipts are generated. Slips
can be attached to payment types, type codes or set up as default slips
which will print out for all receipts when the Automatically print
receipt on save toggle is checked in the Operator Maintenance window
(CR> Maintenance> Operator).
- Slips are attached to payment methods in CR> Maintenance> Payment Method. Slips attached to a payment method will only print when that payment method is used on a receipt.
- Slips are attached to type codes in CR> Maintenance> Type Code. Slips attached to a type code will only print when that type code is attached to a receipt.
- Slips set up as default slips on the Slip Maintenance window in CR> Maintenance> Slip will print with each receipt generated by an operator when the Automatically print receipt on save toggle is checked on the Operator Maintenance window (CR> Maintenance> Operator).
- Receipt options, such as printing
duplicate slips, should be set up on the operator record.
- Slip options are set up on the operator in CR> Maintenance> Operator.
- Cash drawer and printer port options must be set up on the workstation.
- Stations are created and maintained in CR> Maintenance> Station.
- Set up the Cash Receipts module. The Setup window is used to set up receipt, interface,
security, and detail information.
- The Cash Receipts module is set up in CR> Utilities> Setup.
- Click here for information on the Cash Receipts module setup.
- Optional setups include type codes, category codes and type codes that can be used to create UB module deposits.
- Type codes are created in CR> Maintenance> Type Codes.
- Click here for information on type code maintenance.
- Category codes are groups of type codes and are created in CR> Maintenance> Category Codes.
- Click here for information on category codes.
- After the module has been set up you should set security on the module to limit how receipts are generated.