Cash Management

Cash Management is an optional set of wizards within Workflows that allows libraries to handle patron purchases of library-designated items (pay for print jobs, book sale items, Friends donations, etc), and then report on transactions at the workstation at the end of the day.

For libraries using Cash Management, there is a general tutorial on how to start using Cash Management, first presented at the March 30, 2016 All-WALS meeting: Cash Management Presentation.   There is also an overview video tutorial.

For common questions, there is also a Cash Management troubleshooting guide  available (after downloading, please select "Enable Editing" and press Ctrl while clicking to follow hyperlinks).

To perform a refund using Cash Management, please see the Cash Management Refunds document.

If you have questions, please contact Melissa at, or 920-236-5230.