To create a new cash count template for a site: 

• Head to Company Settings > Payments > Cash Count Templates. 
• Select [NEW CASH COUNT TEMPLATE]. 

Within the New Cash Count Template page: 

• Name: Enter a name for the cash count template. 

To add count rows to the cash count template, select [ADD CASH COUNT TEMPLATE ITEM].

For cash count templates used for any reason, against the new count row:

• Denomination: Select the count Denomination. 
• Media Type: Displays the media type that the selected denomination is assigned to. 
• Allow Negative Count: Select this if users can enter a negative count against the denomination. This should be used for any payment type that can theoretically be negative (excluding cash).

For cash count templates that are to be used within cash ups only, you can also select: 

• Account: Select the Site Account that cash up counts against this denomination will get moved into when the cash up gets approved. (For details on what type of account to select, Click Here.)
• Auto-Populate: Select this if the cash up count against this denomination should automatically populate when the cash up gets created, based on payments received against payment media assign to the same media type. This option is only available if the media type exists only once in the cash count template. 
• Hide: Select this if the denomination should be hidden from view within the cash up. This option is only available if auto-populate (above) is selected. 
• Deposit Cut Off: Select a deposit cut off time, if the auto-populated count needs to be split into two individual counts, one for payments received prior to the cut of time and the other for payments received after. (Typically used in 24 hour operations where the payment providers trading day varies to the Cinchio Back Office Sales Date setting.)

Repeat to add additional rows to the cash count template as required.

Once all rows are added, select [SAVE CASH COUNT TEMPLATE]. 

If required, the cash count template can be set as a Default Cash Count Template. 

To edit an existing cash count template within a site: 

• Head to Company Settings > Payments > Cash Count Templates. 
• Locate the required cash count template and select [EDIT]. 

Within the existing cash count template, you can: 

• Rename The Template
• Add Cash Count Template Rows
• Remove Cash Count Template Rows
• Reassign A Default Cash Count Template

Ensure that you select [SAVE CASH COUNT TEMPLATE] to save any changes before leaving the cash count template.

Rename The Template

To rename a sites cash count template: 

• Head to Company Settings > Payments > Cash Count Templates.
• Locate the required cash count template and select [EDIT]. 
• Update the Name of the template. 

Add Cash Count Template Rows

To add a row into a sites cash count template: 

• Head to Company Settings > Payments > Cash Count Templates.
• Locate the required cash count template and select [EDIT]. 

Within the Edit Cash Count Template page, select [ADD CASH COUNT TEMPLATE ITEM].

For cash count templates used for any reason, against the new count row:

• Denomination: Select the count Denomination. 
• Media Type: Displays the media type that the selected denomination is assigned to. 
• Allow Negative Count: Select this if users can enter a negative count against the denomination.

For cash count templates that are to be used within cash ups only, you can also select: 

• Account: Select the Site Account that cash up counts against this denomination will get moved into when the cash up gets approved. (For details on what type of account to select, Click Here.)
• Auto-Populate: Select this if the cash up count against this denomination should automatically populate when the cash up gets created, based on payments received against payment media assign to the same media type. This option is only available if the media type exists only once in the cash count template. 
• Hide: Select this if the denomination should be hidden from view within the cash up. This option is only available if auto-populate (above) is selected. 
• Deposit Cut Off: Select a deposit cut off time, if the auto-populated count needs to be split into two individual counts, one for payments received prior to the cut of time and the other for payments received after. (Typically used in 24 hour operations where the payment providers trading day varies to the Cinchio Back Office Sales Date setting.)

Remove Cash Count Template Rows

Removing a row from a cash count template will prevent it showing in future records using the cash count template, without impacting on previous records that used the cash count template. 

To remove a row from a sites cash count template: 

• Head to Company Settings > Payments > Cash Count Templates.
• Locate the required cash count template and select [EDIT]. 

Within the Edit Cash Count Template page: 

• Against the relevant row, select the delete icon on the end of the row.

Reassign A Default Cash Count Template 

For details on reassigning default cash count templates for cash up, safe counts and/or end of period counts, Click Here. 

Access the Cash Count Templates section via: Company Settings > Payments > Cash Count Templates.

All cash count templates for the site are shown by default when accessing this section.

If required, you can filter the list to see specific cash count templates by using the following filters within the Search panel at the top of the section:

• Name: Search for cash count templates based on the name entered (or part of).
• Show Deleted: Search for cash count templates which have previously been marked as deleted.

Select [SEARCH], and all cash count templates which meet your search criteria will be listed.

The cash count templates list shows the following:

• Name: Displays the cash count template name.

Cash Count Template Deletion

A sites cash count template can be deleted if no longer required, but only if the template is not set as a Default Template anywhere for the site.

You can only delete a cash count template if you have rights to do so. Click Here if you do not have rights to delete but believe you should.

To delete a cash count template: 

• Head to Company Settings > Payments > Cash Count Templates.
• Locate the required cash count template and select [EDIT]. 

Within the cash count template:

• Select [DELETE].
• Confirm the deletion.

The cash count template is now marked as deleted. 

Cash Count Template Recovery

As this is a soft delete, the cash count template can be recovered if required. 

To do so, locate the cash count template (ensuring that the Show Deleted search filter is set to "Yes") and access the cash count template record again. 

Select [UNDELETE] and confirm the recovery. 

The cash count template is now available again.