Appetize Academy - Cash Room
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Creating Bank Templates
Note: Cash Room options must be enabled in a user's Connect Role in order to view, create or edit Bank Templates.
- Log into Connect and select 'Cash Room' on the left side menu.
- From the drop-down, select 'Bank Templates'. Click 'New' to create a new template or select an option from the list to edit or delete an existing template.
- Create a template name and choose Event Type from from dropdown list which will populate vendors associated with that Event Type.
- Event Type must be created under Events > Event Types prior to creating a Bank Template.
- Check the box next to 'Vendor' to select all vendors or check the box next to each individual vendor the bank will be adjusted for.
- Enter the bank amounts in the field next to the corresponding vendor for individual bank updates. Enter the bank amount and select Adjust Bank if multiple vendors are selected.
- Select 'Save' in the top, right-hand corner to create new template/save changes to existing template.
Using Bank Templates
- Log into Connect and select 'Cash Room' on the left side menu.
- From the drop-down, select 'Cash Management'. All calendar events will be listed with the most recent events being listed at the top.
- Select the event you're going to be using the bank template for and then select 'Adjust Bank' from the top, right-hand corner. (Detailed instructions on operating Cash Room Management can be found in this article.)
- Select a bank template from the list which will automatically fill in the appropriate cash amounts for the selected vendors.
- Once the bank has been added successfully, select 'Overview' in the right-hand corner to get back to the event's overview screen.
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