Site specific settings can be configured to manage declarations, counts, and related activities.
Declarations / Counts Topics
Settings
When a site is selected the following table outlines each setting and its corresponding functionality.
| Settings | Description | Additional Information |
|---|---|---|
| Drawer Insert Settings
Terminal sessions can be managed by assigning a drawer insert at the point of opening the terminal which will have a pre-assigned float value, any activities such a float increases or uplifts will record monies taken or added to the drawer along with the cash payments taken. Tracking by drawer insert provides a more accurate account of where all monies are onsite. If drawer inserts are not used terminals are opened and closed but with no record of an initial float added, any uplifts will be recorded. When operating with drawer inserts selected buttons are required to be added to theme / shared panel designs, for more information click here
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| Track Drawer Inserts |
When enabled onsite operations for terminals will require floats to be created a float balance assigned and float selected when opening terminal |
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| Enable Blind Count |
When enabled any counts performed against a drawer insert float will be blind (they will not display the current / expected float amount) |
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| Number of Count Attempts |
When blind counts are enabled the number of count attempts can be set to force a back of house operator to recount if they are not within the tolerance value set |
After the last count attempt they will be allowed to accept the values counted |
| Count Tolerance |
The count tolerance is used with the blind count and count attempts to control a window of how much the accepted count should be within |
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| Enable Blind Declaration |
When enabled any declarations performed against a drawer insert will be blind (they will not display the expected balance) |
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| Number of Declaration Attempts |
When blind declarations are enabled the number of declaration attempts can be set to force a back of house operator to recount if they are not within the tolerance value set |
After the last count attempt they will be allowed to accept the values declared |
| Declaration Tolerance |
The declaration tolerance is used with the blind declaration and declaration attempts to control a window of how much the accepted declaration should be within |
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| Hide Drawer Insert Contents |
When viewing drawer inserts from the floats screen if enabled the contents (value) will not be displayed to the back of house operator |
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| Safe Settings | ||
| Enable Blind Count |
When enabled any counts performed against a safe will be blind (they will not display the expected balance) |
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| Number of Count Attempts |
When blind counts are enabled the number of count attempts can be set to force a back of house operator to recount if they are not within the tolerance value set |
After the last count attempt they will be allowed to accept the values counted |
| Count Tolerance |
The count tolerance is used with the blind count and count attempts to control a window of how much the accepted safe count should be within |
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| Hide Safe Contents |
When viewing safes from the safe screen if enabled the contents (value) will not be displayed to the back of house operator |
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| Skip Start of Day Counts |
When using workflows and this setting is enabled counts against selected safes will not be required during start of day |
The safes which can be skipped are configured in onsite finance settings |
| Skip Cash Handover Counts |
When using workflows and this setting is enabled counts against selected safes will not be required during cash handovers |
The safes which can be skipped are configured in onsite finance settings |
| Skip End of Day Counts |
When using workflows and this setting is enabled counts against selected safes will not be required during end of day |
The safes which can be skipped are configured in onsite finance settings |
| Money Belt Settings
Money belts are used by POS operators to record payments against them as an individual typically when they are using mobile ordering devices or roaming payment devices as there is no physical terminal or drawer to associate monies too. Money belts can be configured to work in two ways, either by enabling 'Track Money Belts' which will operator similar to drawer inserts where a cash float amount can be assigned. Alternatively which suits many businesses to not enable this setting and money belt sessions can be started by a POS operator which will record all payments but not have any initial start floating either because they provide their own cash float or cash is not required. Most organisations operating with no tracking will also set 'Auto Declare Money Belts' to be Instant as the reconciliation will have been confirmed with the POS operator before / during the end of money belt session so an additional declaration is not required. When operating with money belts selected buttons are required to be added to theme / shared panel designs, for more information click here
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| Track Money Belts |
When enabled onsite operations for money belts will require floats to be created a float balance assigned and float selected when starting the money belt session |
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| Enable Blind Counts |
When enabled any counts performed against a money belt float will be blind (they will not display the current / expected float amount) |
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| Number of Count Attempts |
When blind counts are enabled the number of count attempts can be set to force a back of house operator to recount if they are not within the tolerance value set |
After the last count attempt they will be allowed to accept the values counted |
| Count Tolerance |
The count tolerance is used with the blind count and count attempts to control a window of how much the accepted count should be within |
|
| Enable Blind Declaration |
When enabled any declarations performed against a money belt will be blind (they will not display the expected balance) |
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| Number of Declaration Attempts |
When blind declarations are enabled the number of declaration attempts can be set to force a back of house operator to recount if they are not within the tolerance value set |
After the last count attempt they will be allowed to accept the values declared |
| Declaration Tolerance |
The declaration tolerance is used with the blind declaration and declaration attempts to control a window of how much the accepted declaration should be within |
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| Hide Money Belt Contents |
When viewing money belts from the floats screen if enabled the contents (value) will not be displayed to the back of house operator |
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| Auto Close Session |
When enabled any open money belt sessions will be automatically closed at the scheduled time |
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| Auto Close Schedule Time |
When the auto close session option is enabled a time can be configured for the auto close to take place |
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| EPOS Money Belt Session Report |
When the POS operator ends their session the selected report will be printed |
Zonal recommends either the standard or extended reports are suitable for most hospitality businesses |
| Miscellaneous Settings | ||
| Declare by Sales Area |
When enabled all terminals within a selected sales area will be totalled and expected to be counted together as one consolidated total (rather than per terminal) |
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| Auto Declaration Schedule Time |
The selected time when declarations set to be scheduled will take place |
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| Auto Declare Money Belts |
When operating with money belts this setting enables them to be set to auto declare with either
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| Cash Counting Machine |
When an integrated cash counting machine is being used on site this option defines the available machine
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