Introduction
Cash Counts provide a quick and efficient way for front-of-house teams to record till cash balances at the end of a shift, supporting accurate cash reconciliation and management oversight.
This guide is designed to help you resolve common issues and understand how to get the most out of the Cash Counts feature. Whether you're declaring an opening float or submitting an end-of-shift cash count, you'll find straightforward answers and practical guidance here.
For FAQs & Troubleshooting relating to the general Cash Up feature, check out This Article.
If you can't find what you're looking for, contact Cinchio support for assistance:
Frequently Asked Questions
How Do Cash Counts Work?
Cash Counts via the Operations Hub are essentially front-of-house tools used to create a Cash Up at the end of a shift and, if required, create a Cash Event to record a float entry.
Start Shift
The Start Shift element - which is optional - utilises a Cash Event Template to generate a transaction against the POS to increase expected Cash. This Cash is then expected as part of the cash count at the end of the shift.
End Shift
The End Shift element utilises a Cash Up Template to capture the count and create a Cash Up record in Counted state in Back Office. Access to Back Office is still required to approve the Cash Up by users with rights to do so.
My Opening Float Was Entered Incorrectly - How Do I Change It?
If the float entered when Starting The Shift is incorrect, the float can be corrected within the Cash Events section in Back Office.
Perform a search to location the cash event based on the time entered, and roll the status back to Pending state to make the necessary corrections.
Ensure that the cash event is updated to the Approved state following the change.
Important: Where possible, ensure that corrections are made before the shift is ended. If the shift has already ended, the Cash Up created as part of the shift will first need to be rolled back to the Pending state before you are able to make corrects to the cash event.
My Closing Count Was Entered Incorrectly - How Do I Change It?
If the closing count entered when Ending The Shift is incorrect, the counts can be corrected within the Cash Ups section in Back Office.
Simply locate the Cash Up and roll the status back to Pending to make the necessary corrections.
No further action is required FOH on the Operations Hub and, if required, you can continue to start the next shift whilst the back office count corrections are pending.
Troubleshooting
I'm Unable To Enter An Opening Float To Start The Shift
This can be caused by either a configuration issue or an operational restriction.
Configuration
To use the opening float feature:
- The Revenue Management module must be enabled.
- The site must be configured to use Cash Up.
- A Cash Event Template must be assigned as the site's Default Float Entry Template.
If any of these requirements are missing, the option to enter an opening float will not be available.
Operation
If the feature is configured correctly but the [Enter Opening Float] button is disabled, an opening float has likely already been recorded for the current trading period.
The system prevents duplicate float declarations. If a Cash Event exists against the Cash Event Template assigned as the site's Default Float Entry Template, and the event date/time falls after the end of the last completed Cash Up, the [Enter Opening Float] button will be disabled.
If the opening float value needs to be amended, the existing Cash Event can be updated in the Back Office rather than creating a new declaration.
I'm Unable To Enter A Closing Count To End The Shift
This can be caused by either a configuration issue or an operational restriction.
Configuration
To use the opening float feature:
- The Revenue Management module must be enabled.
- The site must be configured to use Cash Up.
- A Cash Count Template must be assigned as the site's Default Cash Up Count Template.
If any of these requirements are missing, the option to enter a closing count will not be available.
Operation
If the feature is configured correctly but the [Enter Closing Count] button is disabled, one of the following conditions may apply:
- An opening float is expected but has not been declared since the previous Cash Up ended.
- A closing count has already been submitted for the current shift.
To prevent duplicate entries, the system does not allow Cash Ups to be created within 10 minutes of each other. If a closing count has already been recorded and requires amendment, the existing Cash Up record can be updated in the Back Office.