Revenue Management
Cash Counts
Record end-of-period cash counts on count sheets built around your site, then review your cash performance.
In this article
Introduction
Cash Counts is part of the wider Periods feature in the Revenue Management module. Cash periods give you one place to enter cash counts and review cash performance for the period.
Cash Count Sheets
Tailored to each site, so counts follow the way that site manages and reconciles its cash.
Counts submitted
Cash counts are entered and submitted for the period.
Balances and reporting
Cash balances are updated, and period reporting helps you track performance and keep accurate records.
Cash Count Sheet States
Each cash count sheet moves through these states:
Pending
Open for counts
The count sheet is open and counts can be entered.
Counted
Ready to check
The count sheet is marked as counted and ready to be checked. Counts can't be entered.
Approved
Counts closed
The count sheet has been approved. Counts can no longer be entered.
Completed
Period completed
The period containing the count sheet has been completed.
A Counted sheet can be set back to Pending if changes are needed.
Cash Period Articles
For more on cash counts within periods, see: