Information on the "Cashier Counts" feature.

Introduction

The cashier counts feature is available to declare individual cashier cash and/or tip declarations. 

Unlike the standard Cash Up feature, the cashier counts feature does not compare against expected values based on sales; this feature simply captures the individual cashier counts to be shown within reporting. 

The cashier counts feature utilises the Safe Counts feature, but is configured and reported in a specific way for cashier count declarations.

Entering Cashier Counts

To enter a cashier count: 

• Head to Revenue Management > Safe Counts. 
• Select [NEW SAFE COUNT]. 

In the New Safe Count page:

• Account: Select the Cashier Account option (or similar) from the list. 
• Count Template: Select the count template from the list. (This may show by default.) 
• Select [SAVE]. 

Within the count entry page: 

• Cashier: Enter the name of the cashier that the count is for. 
• Enter the count against the relevant denominations in the Safe Count Items section. 
• Select [COUNTED], then in the next page select [APPROVE]. 

The count is now available to view within the Safe Count Report. 

Repeat for other cashiers as required. 

Configuration

To enable this feature for your company, there are three steps to follow: 

• Step 1 - Configure The Account
• Step 2 - Create The Count Template
• Step 3 - Assign The Count Template To The Accounts

Step 1 - Configure The Account

Cashier counts are entered against a single cashier type account, specifically used for this feature.

To create this account: 

• Create A New Chart Account, specifically with these settings: 
  • Chart Code: Enter a code for the account. 
  • Name: Enter the account name as "Cashier Count". 
  • Type: Select Cashier
  • Group: Select Current Assets.
• Next, Create A Site Account for all sites using this feature. 

Step 2 - Create The Count Template

Cashier counts are entered against a Cash Count Template which contains the required denominations. 

An existing cash count template may be available to use within the site. 

If not, Create A New Cash Count Template against the site which contains the required denominations. 

For more information on creating or editing cash count templates, Click Here.  

Step 3 - Assign The Count Template To The Accounts

For each site, the count template created in Step 2 needs to be assigned to the site account created in Step 1.

• Head to Company Settings > Accounts Setup > Site Accounts. 
• Locate the Cashier Account in the list and select [EDIT].
• In the Count Template list, select the cashier count template as per Step 2.
• Select [SAVE]. 

Repeat for additional sites as required.