Revenue Management
Cashier Counts
Record each cashier's cash or tips, so you can see them in reports.
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About
Cashier counts let you record the cash, tips or both declared by each cashier. They're recorded as safe counts, set up and reported in a particular way.
How they differ from a cash up
Compares what's counted with what's expected from sales.
Cashier counts
Just records what each cashier counted, to show in reports. Nothing is compared against sales.
Ready to start?
If cashier counts aren't set up yet, start with the Configuration tab.
How to Use
Enter a cashier count as a safe count against the cashier account. Repeat for each cashier.
Steps
1
Start a new safe count
Go to Revenue Management > Safe Counts and select NEW SAFE COUNT.
2
Choose the cashier account
Fill in:
The cashier account, such as Cashier Count.
The count template. It may already be filled in.
Then select SAVE.
3
Enter the count
Enter the Cashier name, then the count for each denomination in the Safe Count Items section.
4
Approve it
Select COUNTED, then APPROVE on the next page.
The count shows in the Safe Counts report. Repeat for each cashier.
Configuration
Set up a cashier account and a count template, then link them at each site.
1. Account
Create a cashier account.
2. Count template
Set up the denominations to count.
3. Link them
Give each site's account the template.
Steps
1
Create the cashier account
All cashier counts go against one Cashier type account, used only for this. Create a chart account with these settings:
A code for the account.
Cashier Count
Cashier
Current Assets
2
Create the site accounts
Create a site account from it for every site using cashier counts.
3
Set up the count template
Cashier counts use a cash count template with the denominations you need. The site may already have one you can use. If not, create one for the site.
4
Open the site's cashier account
Go to Company Settings > Accounts Setup > Site Accounts, find the cashier account and select EDIT.
5
Link the template
Choose the template in Count Template, then select SAVE.
Cashier counts are ready to use at this site. Repeat steps 2 to 5 for any other sites.