Users Are Not Requiring Approval to Close Batches with Variance

Cashiering users are able to close batches when there is a discrepancy in the tender totals, when they should be unable to do so without supervisor approval.

• Cashiering

• EERP

Users may be able to close their Cashiering batch when the desired result should be to have a supervisor investigate the discrepancy in the totals. In some cases, the settings can be bypassed. 

1. User specific settlement approval level:

   1. While logged in as administrator, navigate to Administration > User Settings > Edit the affected user.

   2. In the Permissions set Approval Type drop down to desired level. 
      

      1. Only for variances will require approval for discrepancies.

2. Ensure the batch requires balancing. This can be done 2 ways:

   1. When creating a batch, be sure that Require Balance Drawer is turned on.

   2. While logged in as an administrator, navigate to Administration > Departments > Edit the affected Department.

   3. In the Settlement Tracking tab ensure Balance drawer required default is enabled.