Food Service : How to use server banking in Table Service Food and Beverage module How to use server banking in Table Service Food and Beverage module
Server banking functionality allows you to keep track of money (banks) withdrawn at the beginning of a shift or throughout a shift, by individual servers to use in making change for guests. Essentially, server banking places an “I.O.U.” into the system data to represent the money lent to an individual server for their use during their shift. The system also tracks deposits of server banks.
1. To withdraw an amount of money representing a server bank at the beginning of the shift, click on the Server Bank button in Sales (either from Tools > Action > Server Bank or by clicking on the Server Bank button on the bottom of the screen if you have it displayed in the Main Button area).
2. The Server Bank dialog is displayed.
3. Enter a current amount for withdrawal and click the Withdrawal button.
4. The withdrawal amount is displayed in a list at the bottom of the dialog.
5. Click OK to exit the Server Bank dialog.
6. Repeat the process as needed throughout the shift to withdraw money for the server.
7. To create an entry in the data to reflect the eventual deposit of the server bank withdrawal, click on the Server Bank button.
8. Select the withdrawal amount listed at the bottom of the screen to highlight it.
a. Click the Deposit button; the entry is now listed as YES under the PAID heading.
b. Click OK.
c. Repeat the process as needed to return all money withdrawn for the server bank.
d. The withdrawal/deposit process can also be completed as part of the closing out the day procedure for an operator; the Server Bank button is also available on the Closeout dialog.