Cashing In and Creating a Daily User Batch in AMS

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Any user who logs into Agile to make sales or maintain orders must first start by Cashing In to their User Batch. The User Batch allows your organization to associate a user with the sales they make and keep track of their opening and closing cash. 

1. Log in to Agile Ticketing Solutions with your username, password and domain. If you haven’t received your user credentials, please contact your system administrator to set up your username and password. (See Image 1)


2. Once logged in, go to the menu at the very top of the screen. Select Action, hover over Agent and click Cash In/Out. (See Image 2)

3. The Agent Cash In/Cash Out window will appear. (See Image 3)


4. Click the Cash In button at the bottom of the screen. This will let you start your batch for the day. (See Image 4)


5. Count the cash you have at the beginning of the day and type it into the Opening Cash field at the top of the screen. (See Images 5 and 6)


6. Once you have entered your Opening Cash, click Apply at the bottom of the screen to save your change to the window. (See Image 7) CICDUBAMSstep6.png

7. Add any special notes in the Notes field (i.e. The manager on-duty for the shift, the exact start time of the shift, etc.). (See Image 8)

8. Once you have entered your Notes, click Apply at the bottom of the screen to save your change to the window. (See Image 9)


9. Once you have completed your opening procedures for your user batch, click the Close button to close the screen. (See image 10)


10. You are now ready to start processing sales for the day.


Note: Entering in your opening cash will allow you to track your cash sales for the day and balance at the end of your shift.  Agile itemizes all sales processed through your user batch and allows you to pull this information on your user batch report by clicking the View Report button.

Click here to learn how to Cash Out, which will close your Daily User Batch and let you view your User Batch Report.




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