Difference between revisions of "Cashier Training"
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(New page: The point of having a standard way of keeping track of cash is accountability. Levels: # An auditor (someone outside Free Geek looking over our books) # A bookkeeper (someone inside Free...) |
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The point of having a standard way of keeping track of cash is accountability. | The point of having a standard way of keeping track of cash is accountability. | ||
| − | Levels | + | ==Levels== |
# An auditor (someone outside Free Geek looking over our books) | # An auditor (someone outside Free Geek looking over our books) | ||
| − | # A bookkeeper (someone inside Free Geek who keep track of our bank accounts, expense | + | # A bookkeeper (someone inside Free Geek who keep track of our bank accounts, expense accounts, etc.) |
# A bean counter (someone who checks the tills each morning, looking for inconsistencies, and prepping them for the bookkeeper. Also preps tills.) | # A bean counter (someone who checks the tills each morning, looking for inconsistencies, and prepping them for the bookkeeper. Also preps tills.) | ||
# A cash handler (someone who takes and dispenses money at a till) | # A cash handler (someone who takes and dispenses money at a till) | ||
| − | Documentation: | + | ==Paperwork== |
| + | |||
| + | (All of this is on the [[Dead trees]] wiki page.) | ||
| + | |||
| + | ; [[Media:Till-worksheet.gnumeric|Till worksheet]] | ||
| + | ; [[Media:Endofshiftform.gnumeric|End of shift form]] | ||
| + | |||
| + | ==Normal and oddball transactions== | ||
| + | Normal transactions are ones that go into the database. Oddball transactions are anything else. | ||
| + | |||
| + | * At the front desk normal transactions are donations and fees that accompany gizmo donations. | ||
| + | * In the store normal transactions are sales. | ||
| + | |||
| + | Some obvious oddball transactions: | ||
| + | |||
| + | * Someone pays an invoice | ||
| + | * Someone buys something at the front desk | ||
| + | * Someone finds money | ||
| + | * Someone needs a reimbursement, or takes money to buy something for Free Geek. | ||
| + | * Mileage -- a kind of reimbursement. | ||
| + | |||
| + | ==Documentation== | ||
| + | |||
| + | All of this has the category of "Accounting". | ||
| + | |||
| + | ; [[Opening and closing out the till]] | ||
| + | : Procedure for start and end of day. | ||
| + | |||
| + | ; [[Reimbursement for mileage]] | ||
| + | : One of the more common oddball transactions you'll need to deal with. | ||
| + | ; [[Regular issues with tills]] | ||
| + | : Some ongoing common problems. | ||
| + | ; [[Processing credit cards]] | ||
| + | : How to deal with credit card transactions at the till. (Note that the store has a new type of credit card machine, and some of the specifics are changing.) | ||
| − | + | ; [[Checking the checks]] | |
| + | : A list of things that you should '''always''' do when you accept a check. | ||
| − | |||
[[Category: Accounting]] | [[Category: Accounting]] | ||
Latest revision as of 14:28, 10 May 2013
This page or section appears to be out of date or otherwise inaccurate.
Please edit as seems necessary, removing the {{cleanup}} tag when you are through.
The point of having a standard way of keeping track of cash is accountability.
Levels
- An auditor (someone outside Free Geek looking over our books)
- A bookkeeper (someone inside Free Geek who keep track of our bank accounts, expense accounts, etc.)
- A bean counter (someone who checks the tills each morning, looking for inconsistencies, and prepping them for the bookkeeper. Also preps tills.)
- A cash handler (someone who takes and dispenses money at a till)
Paperwork
(All of this is on the Dead trees wiki page.)
Normal and oddball transactions
Normal transactions are ones that go into the database. Oddball transactions are anything else.
- At the front desk normal transactions are donations and fees that accompany gizmo donations.
- In the store normal transactions are sales.
Some obvious oddball transactions:
- Someone pays an invoice
- Someone buys something at the front desk
- Someone finds money
- Someone needs a reimbursement, or takes money to buy something for Free Geek.
- Mileage -- a kind of reimbursement.
Documentation
All of this has the category of "Accounting".
- Opening and closing out the till
- Procedure for start and end of day.
- Reimbursement for mileage
- One of the more common oddball transactions you'll need to deal with.
- Regular issues with tills
- Some ongoing common problems.
- Processing credit cards
- How to deal with credit card transactions at the till. (Note that the store has a new type of credit card machine, and some of the specifics are changing.)
- Checking the checks
- A list of things that you should always do when you accept a check.