Revenue Management
Cashier Counts
Record each cashier's cash or tips, so you can see them in reports.
In this article
Introduction
Cashier counts let you record the cash, tips or both declared by each cashier. Cashier counts are recorded through safe counts, set up and reported in a particular way.
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.
Entering Cashier Counts
1
Go to Revenue Management > Safe Counts and select NEW SAFE COUNT.
2
Fill in:
The cashier account, such as Cashier Account.
The count template. This may already be filled in.
Then select SAVE.
3
On the count page, enter the Cashier name, and the count for each denomination in the Safe Count Items section.
4
Select COUNTED, then APPROVE on the next page. Repeat for each cashier.
The count shows in the Safe Counts report.
Configuration
Setting up cashier counts takes three steps:
Create a cashier account.
Set up the denominations to count.
Give each site's account the template.
Step 1: Set Up the Account
All cashier counts are entered against one Cashier type account, used only for this.
1
Create a chart account with these settings:
A code for the account.
Cashier Count
Cashier
Current Assets
2
Create a site account from it for every site using cashier counts.
Step 2: Create the Count Template
Cashier counts use a cash count template with the denominations you need. The site may already have one you can use.
1
If not, create a cash count template for the site with the denominations you need. Find out more about cash count templates.
Step 3: Assign the Count Template to the Accounts
For each site, link the template from step 2 to the site account from step 1.
1
Go to Company Settings > Accounts Setup > Site Accounts, find the cashier account and select EDIT.
2
Choose the cashier count template in Count Template, then select SAVE.
Cashier counts are ready to use at this site. Repeat for any other sites.