Register Management Screen

The Register Management page is for cashiers, their supervisors, and the accounting team to track daily cash flow as it applies toward client accounts.

A cashier must have access to the Cashiering screen at have the ability to Open & Close a register, at a minimum.  Depending on your hospital's setup and workflows, the cashier may also have access to the Order management page, and the features on that page in order to build orders.

The Register Management page is divided into several tabs.  

Register Tabs (Overview)

The Registers tab is an overview of all the registers in the system, including whether they are open, who is logged into them, and their starting balance for the day.  

From this screen, a user can log onto a register, and log off and close the register at the end of the day after confirming their totals.

Open a Register

Select a register by clicking on the row.  

Confirm the Starting Cash for the register.  The default will be $200.  Change if it the amount is different.

Click on Open Register to have the register opened in the system.  Once a register is open, cashiers can log into it to start accepting payments.

Log on and Log Off Cashier Feature

To log onto a register, select a register that has no user, and click Log On Cashier.  (Requires a privilege.)    To log off the register, click on Log Off Cashier.  

Cashiers can log on and off registers without closing them, for example during a shift change.  

Once logged in, the cashier's name will appear in the Login Cashier, and they will display under the Cashier column on the Registers tab.

Close a Register

At the end of the day, click on Close Register after verifying the Total Cash on the computer and within the cash register, including the amounts.  Users have the option to close the register with either the current date/time, or the last transaction.

Closing a register will also automatically log off the last logged in cashier.

Log Off Other Users

There is an elevated administrator privilege to log off other users, but a user with the standard Open & Close register privilege cannot log off other users and will receive a warning.

While a user is logged into a virtual cash register, any credit card transactions are recorded against the register, as well as any checks, and other financing that is utilized.  The cash totals from the computer and the cashier's input should all be recovered prior to closing the cash register for the end of the day.  Any discrepancies can be reviewed in the History tab.

Setting Up Cash Registers

For each physical cash drawer your hospital, including separate practice clinics or any portable field services cash drawers if they are used, you will need to associate the cash register with the system.

This association is entirely internal to VetView, and is used exclusively to help you keep your physical and virtual cash registers synced inside the system.

To add a new cash register, click Add and enter in the cash register details.

Once the cash register has been added to the system and is set to active, your cashiers can log on to the register and begin using it.  

If a cash register location is removed, you can Edit the register in VetView and turn off the Active flag.  This preserves historical information but does not allow users to log into the register any more. 

Cash registers, once added, cannot be removed.  If the physical layout of your building changes, you can rename a cash register to more accurately reflect the new location.

History Tab

The history tab acts as a means of viewing the information for all registers on a specific day, or during a date range, or for a specific register or user on those days. 

This allows you to view any possible discrepancies, or to print the totals to provide to external account or for permanent records.

Leave the register field blank to display all registers, or narrow the specific register or cashier down to a single person.

Print Transaction Report

Select a register date/row and click on Print Transaction Report to load a PDF of all the transactions that occurred on the register during the specified date.  You can also export this report to Excel.

Print Register Totals

Select a date/row and click on the Register Totals button to print a summary of the register transactions for that date.

Invoices Tab

The invoices tab allows you to view details on specific invoices run against the cash registers.

You can also pull a list of invoices based on payment types, transaction types, or the batch number. 

Print Invoice List

This button loads up a PDF of the Invoice List Report, showing the invoices that matched the search criteria you entered.

Print Invoices

Click this button to print a report of any outstanding invoices created during the specified date range.

Review Tab

The Review tab allows you to find a specific batch and cash register, and at a glance verify that the register totals are correct.  

We also include a workflow on this page to formally mark a register as reviewed. 

To see only registers that have already been reviewed, click on Show Reviewed Registers. This button is a toggle.

To search for registers that have not yet been reviewed, click on the Show Pending Registers filter.   

You can also print the transaction report for a specific register and batch number.

Totals / Deposit Tab

The Totals / Deposit tab allows you to find deep details for the registers for a specific date, and print deposit information that is required for accounting.

We also include a simple checklist workflow on this page to confirm that the registers were all closed for the date, reviewed, the deposit slips printed, and daily accounting tasks were completed.