Operations Hub
Cash Up Counts
Declare opening floats and enter end-of-shift cash counts front of house, creating cash ups ready for approval in Cinchio Back Office.
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About
For locations using Cash Up as part of the Revenue Management module, the Cash Counts tool in the Operations Hub lets front-of-house teams record cash counts and create a cash up for review and approval in Cinchio Back Office.
Where end-of-shift counts need to include the float, the tool can also be used to declare the opening float at the start of a shift. This keeps the expected cash at the POS right throughout trading.
Start shift
Optional. Declare the opening float, which creates a cash event.
Trading
Expected cash at the POS includes the float.
End shift
Enter the closing count, which creates a cash up in Counted state.
Back Office
A manager checks and approves the cash up.
What you can do
Declare the opening float at the start of a shift. Optional.
Enter the closing count and see the shift summary.
Give operators access and set up the site and templates.
Ready to start?
If you haven't set up Cash Counts yet, go to the Configuration tab first.
Start Shift
Declare the opening float at the start of a shift, so expected cash at the POS includes it.
Optional
This is only available if your site has a Default Float Entry Template. See setting up Start Shift.
Steps
1
Open Cash Counts
Open the Operations Hub and select Cash Counts.
Cash up by till
You're asked to choose a till first.
Cash up by location or site
The count is recorded against the Operations Hub's location.
2
Enter the opening float
Select Enter Opening Float, enter the float amount, then select Confirm.
A cash event is created in Cinchio Back Office. It adds the float to Cash for the till, offset against a Float media.
Good to know
Need to change the float?
Edit the cash event in Cinchio Back Office. See correcting an opening float.
Enter Opening Float is disabled
It stays disabled until a cash up ending after the float was declared is created, either by ending the shift or in Cinchio Back Office.
End Shift
Enter the closing count at the end of a shift. This creates a Cash Up in Cinchio Back Office, ready for a manager to approve.
Steps
1
Open Cash Counts
Open the Operations Hub and select Cash Counts.
Cash up by till
You're asked to choose a till first.
Cash up by location or site
The count is recorded against the Operations Hub's location.
2
Check the shift details
Select Enter Closing Count. The Cash Count Shift Details section shows, for reference:
When the shift started, based on the end time of the previous cash up.
The first transaction after the Start Time.
The latest transaction for the till, location or site.
Recent transactions
It can take a few minutes for a transaction to appear once it's closed on the POS.
3
Add a bag number and notes (optional)
If you need to, fill in these. They carry through to the cash up:
The bag number or reference, if the cash is sealed when it's counted.
Any notes about the shift or the count.
4
Enter the counts
The Cash Counts section is laid out using the site's Default Cash Up Count Template. Enter your counts, then select Count Complete and confirm.
5
Review the shift summary
The Shift Summary report shows on screen. Its Shift ID is the cash up that's just been created.
If SDP printing is set up for your location, you can select Print and choose a receipt printer.
A cash up is created in Cinchio Back Office in Counted state, with your counts. A manager can then edit it if needed and approve it.
Good to know
Need to change the count?
Edit the cash up in Cinchio Back Office. See correcting a closing count.
Enter Closing Count is disabled
It stays disabled for at least 10 minutes after a cash up is created, to prevent duplicates. If your site uses Start Shift, it also stays disabled until the next opening float is declared.
Configuration
Give operators access to Cash Counts, then set up each site for End Shift and, if you need it, Start Shift.
What are you setting up?
Access
For companies with the Revenue Management module, Cash Counts is turned on once for the whole company.
1
Open company setup
Go to company setup.
2
Turn on Cash Up Count Entry
Turn on Cash Up Count Entry and save.
Cash Counts is available on the Operations Hub for every site that uses Cash Up.
End Shift
End Shift creates a cash up, so it's available automatically for any site set up for Cash Up. These settings control how it works.
1
Check the site's Cash Up settings
In Site Setup, open the Revenue Management tab and check the Cash Ups section:
2
Check the count template
The cash count template used as the Default Cash Up Count Template should include a denomination for every media type available at the POS:
Payments received
For example, cash, card and gift card.
Liabilities
For example, tips, gratuities and donations.
Denominations can be hidden and filled in automatically if users don't need to count them, which is common for integrated payments and liabilities.
Using Start Shift?
The template must include a denomination line that fills in the float count automatically, to replenish the float. The line should allow negative values, and deposit to the same account as the cash denominations unless you need otherwise.
End Shift is ready to use at the site.
Start Shift
Start Shift is optional. Use it if end-of-shift counts include the float, so the opening float needs declaring at the start of each shift.
It needs a Default Float Entry Template against the site. This template adds the float to expected Cash at the POS, by creating a transaction that offsets the cash against an Opening Float media.
1
Check the float media
At company level, as well as the Cash media, you need a payment media to offset cash against the float. Check that:
2
Create the cash event template
At site level, set up a cash event template with Include Till Media Movement turned on. In the Till Media Movement Details section, choose:
3
Assign it to the site
In Site Setup, open the Revenue Management tab and, in the Cash Ups section, choose the template as the site's Default Float Entry Template.
Start Shift is turned on for the site. Make sure the count template includes a float line, as covered in End Shift setup.
FAQs
Questions about Cash Up?
For questions about the Cash Up feature in general, see the Cash Up FAQs.
Frequently asked questions
QHow do cash counts work?
Cash Counts in the Operations Hub are front-of-house tools. They create a cash up at the end of a shift and, if needed, a cash event to record the opening float.
Start Shift
Start Shift is optional. It uses a cash event template to create a transaction at the POS that increases expected cash. That cash is then expected in the count at the end of the shift.
End Shift
End Shift uses a cash count template to capture the count, and creates a cash up in Counted state in Cinchio Back Office. A user with the right rights still needs to approve the cash up in Cinchio Back Office.
QMy opening float was entered wrongly. How do I change it?
If the float entered when starting the shift is wrong, correct it in Cash Events in Cinchio Back Office.
1
Search for the cash event, using the time the float was entered.
2
Roll it back to Pending and make your corrections.
3
Move it back to Approved.
Correct it before the shift ends
If the shift has already ended, you'll need to roll back the Cash Up created for the shift to Pending first, before you can change the cash event.
QMy closing count was entered wrongly. How do I change it?
If the closing count entered when ending the shift is wrong, correct it in Cash Ups in Cinchio Back Office. Find the cash up, roll it back to Pending and make your corrections.
No need to wait
Nothing else is needed in the Operations Hub. You can start the next shift while the corrections are pending in Cinchio Back Office.
Troubleshooting
I can't enter an opening float to start the shift
The opening float option only shows if:
An opening float has probably already been declared. To prevent duplicates, the button is disabled if a cash event exists against the Default Float Entry Template with a date after the end of the last cash up.
If the float needs changing, edit the existing cash event instead.
I can't enter a closing count to end the shift
The closing count option only shows if:
See setting up End Shift.
One of these may apply:
If a closing count needs changing, edit the existing cash up instead.