> For the complete documentation index, see [llms.txt](https://help.rbsgo.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.rbsgo.com/dineplan/front-desk/till-transaction/faqs.md).
# FAQ's
## 1. How do I open the Till Transactions feature in DinePlan at the start of my shift?
To access the **Till Transactions** management screen from the DinePlan dashboard:
1. Log in to **"DinePlan"**.
2. From the main **"Dashboard"**, select **"Front Desk"**.
3. Select **"Till Transactions"**.
**Result:** The **Till Transactions** screen opens, allowing administrators and cashiers to create till entries, record remarks, print summaries, and review transaction records for auditing.
## 2. How do I initialize an opening cash balance for a cashier's till using Add Details?
To set up a new till transaction and record the opening cash float:
1. Navigate to **"Front Desk"** ***→*** **"Till Transactions"**.
2. Select **"Add Details"**.
3. On the **Add Details** screen, select the required **"Account"** from the drop-down list.
4. Enter the opening float amount into the **"Total"** field.
5. Enter any notes or comments in the **"Remarks"** field, if required.
6. Select **"Open Till"** to initialize the till for the selected account.
7. Select **"Save"**.
**Result:** The new till transaction is created and immediately displayed in the **Till Transactions** list.
## 3. How do I print a till summary report for daily cash reconciliation?
To generate a physical or printed report of a till transaction:
1. Open **"Front Desk"** ***→*** **"Till Transactions"**.
2. From the **Till Transaction List**, select the required till transaction row.
3. Select **"Print Summary"**.
**Result:** The system generates and prints the summary report of the selected till transaction for auditing and physical verification.
## 4. How do I remove or delete an incorrect till transaction record from the list?
To remove an unneeded or invalid till transaction entry:
1. Open **"Front Desk"** ***→*** **"Till Transactions"**.
2. Select the target till transaction from the list.
3. Select **"Delete"**.
4. When prompted by the system, confirm the deletion action.
**Result:** The selected till transaction is permanently removed from the **Till Transaction List**.
## 5. How do I search for a specific till transaction record using keywords?
To quickly find a till record in a long list:
1. Open **"Front Desk"** ***→*** **"Till Transactions"**.
2. Locate the **"Search"** input bar above the **Till Transaction List**.
3. Type a keyword into the **"Search"** bar, such as the **Till Account** name or text from the **Remarks** field.
4. The list filters automatically to display matching transaction records.
## 6. Where do I select the specific Account when creating a new till entry?
When initializing a till on the **Add Details** screen:
1. Open **"Front Desk"** ***→*** **"Till Transactions"** ***→*** **"Add Details"**.
2. Click the **"Account"** drop-down menu.
3. Select the required till account assigned to the cashier or station.
4. Proceed to enter the **Total** opening float.
## 7. In which field do I enter the opening cash amount when initializing a till?
When configuring a new till transaction:
1. Open the **Add Details** configuration form.
2. Locate the **"Total"** field.
3. Enter the exact opening cash amount for the till into the **"Total"** text box.
4. Select **"Open Till"** and click **"Save"**.
## 8. How do I attach custom notes or comments to a till transaction entry?
To record audit notes (such as shift details or float explanations):
1. On the **Add Details** screen, locate the **"Remarks"** input box.
2. Type your comments or notes into the **"Remarks"** field.
3. Select **"Save"**.
**Note:** Entered remarks are stored with the record and displayed under the **Remarks** column in the **Till Transaction List**.
#### 9. What is the purpose of the "Open Till" button on the Add Details screen?
The **"Open Till"** button is used during till creation to initialize the drawer float for the chosen account.
* **Location:** On the **Add Details** screen below the entry fields.
* **Action:** Click **"Open Till"** to initialize the till for the selected account before clicking **"Save"**.
## 10. What information is displayed in the main Till Transaction List table?
The **Till Transaction List** provides a comprehensive summary of all cashier till records. The table displays the following columns:
* **S.No.:** Displays the serial number of each till transaction entry.
* **Till Account:** Displays the specific till account linked to the transaction.
* **Date:** Displays the exact creation date of the till record.
* **Remarks:** Displays notes or comments entered during creation.
* **Total:** Displays the total opening float or transaction amount.
## 11. How do I check active operational details like business date, shift number, and active user on the Till Transactions screen?
Operational system information is displayed continuously along the bottom of the screen:
1. Navigate to **"Front Desk"** ***→*** **"Till Transactions"**.
2. Look at the **Status Bar** at the bottom of the window.
3. Review the displayed operational fields:
* **Active Business Type** (e.g., *Restaurant*, *Take Away*, or *Zomato*)
* **Business Date**
* **Shift Number**
* **Logged-in User**
* **Navigation Controls**
## 12. How do store managers and administrators use Till Transactions for daily cash auditing?
The **Till Transactions** module supports end-of-shift reconciliation and financial auditing through the following workflow:
1. **Record Opening Float:** Cashiers or managers log opening float amounts using **"Add Details"**.
2. **Review Ledger:** Administrators review the **Till Transaction List** to verify account names, creation dates, and recorded totals.
3. **Print Audit Copy:** Managers select individual records and click **"Print Summary"** to generate physical paper slips for physical register counting.
## 13. What happens immediately after I click "Save" on the Add Details screen?
When you select **"Save"** after entering till details:
1. The system commits the opening float record.
2. The newly created till transaction is added directly to the **Till Transaction List**.
3. The table updates to show its **S.No.**, **Till Account**, **Date**, **Remarks**, and **Total** amount.
## 14. How do I search for a till transaction if I only remember the cashier's remark or note?
If you do not know the exact account name or serial number:
1. Open **"Front Desk"** ***→*** **"Till Transactions"**.
2. Click the **"Search"** bar.
3. Type the remark keyword (e.g., *"Morning shift"* or *"Main Register"*).
4. The list filters dynamically to match text stored in the **Remarks** column.
## 15. Which business types can be active on the Status Bar of the Till Transactions screen?
The **Status Bar** at the bottom of the screen tracks the active business segment under which the till is operating. The supported business types include:
* **Restaurant**
* **Take Away**
* **Zomato**
## 16. What step-by-step process must I follow to initialize a till and immediately print a paper copy for the register?
To complete a full opening workflow with physical paper verification:
1. Open **"Front Desk"** ***→*** **"Till Transactions"**.
2. Select **"Add Details"**.
3. Select the cashier **"Account"**.
4. Enter the opening cash float in **"Total"**.
5. Enter any operational notes in **"Remarks"**.
6. Click **"Open Till"**.
7. Click **"Save"**.
8. Select the newly generated transaction row from the **Till Transaction List**.
9. Click **"Print Summary"** to print the physical summary slip for the cashier register.
## 17. What information is shown in the S.No., Till Account, and Date columns?
The first three table columns provide primary tracking identifiers:
* **S.No.:** Displays the sequential system serial number for the record.
* **Till Account:** Identifies the specific cashier or till account associated with the entry.
* **Date:** Displays the exact calendar date on which the till transaction was created.
## 18. How do I safely delete a duplicate or accidental opening till entry?
If a till float was recorded twice or entered with the wrong account:
1. Open **"Front Desk"** ***→*** **"Till Transactions"**.
2. Locate and click on the incorrect transaction row in the **Till Transaction List**.
3. Click **"Delete"**.
4. When the confirmation prompt appears on screen, confirm the deletion.
5. Verify that the incorrect row disappears from the table, then use **"Add Details"** to re-enter the record if needed.
---
# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.
## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.
Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:
```
GET https://help.rbsgo.com/dineplan/front-desk/till-transaction/faqs.md?ask=&goal=
```
`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
.png?alt=media)
.png?alt=media)
.png?alt=media)
.png?alt=media)
.png?alt=media)
.png?alt=media)
.png?alt=media)
.png?alt=media)
.png?alt=media)
.png?alt=media)