Cash Transaction Approvals

Cash transaction approvals ensure that non-sale cash movements are reviewed before they affect session reconciliation.


Why Use Cash Transaction Approvals?

Approvals help businesses:

  • Prevent unauthorized cash withdrawals
  • Review high-value cash movements
  • Maintain accountability for cash usage
  • Strengthen audit controls


Configure Cash Management Approvals

To configure session approvals:

  • Go to Settings in the top right corner.
  • Click Cash Management under Retail.
  • Open the Approvals tab.
  • Choose an approval type:
    • No Approval
    • Simple Approval
    • Multi-Level Approval
  • Click Save.

Approval Flow for Cash Transactions

Cash transactions can have the following states:

StatusDescription
DraftTransaction is created but not submitted
Pending ApprovalTransaction is awaiting approval
ApprovedTransaction is approved and applied
RejectedTransaction is rejected

Note: Only approved cash transactions are included in session reconciliation.