Banking Collection

This function allows you to record a banking collection where money has already been banked. It can be used either to log physical collections carried out through a secure process or to record when money is taken directly to a bank.

Adding Collections

When banking collection is selected, any completed bankings will appear under Bankings Awaiting Collection, showing the reference entered during the banking process along with the banked amount.

Follow these steps to add banking collections:

	Click Add Banking Collection | Select Bankings | Click Next	→	Enter the Reference | Click Finish
	Select the required bankings that will be included within the collection and will be recorded against one collect reference number You might be prevented from continuing if: The selected number of bankings value is above the threshold for a single collection		Enter the banking collection reference On this step you might: Be required to enter the reference in a specific format (mask) using a combination of letters, numbers or symbols

Editing Collections

When selecting a banking collection the list of entries are displayed by day and the options available are View | Edit | Delete

The following rules apply to editing collections:

• An entry can only be edited if the back of house operator has permission configured against their job role to edit banking collections

• When operating with daily sign off only the current days entries can be edited, once a day is signed off the entry for previous days cannot be changed

Select a banking collection and follow these steps to edit:

	Click Edit | Confirm Selected Bankings | Click Next	→	Confirm the Reference | Click Finish
	Confirm the required bankings that will be included within the collection and will be recorded against one collect reference number You might be prevented from continuing if: The selected number of bankings value is above the threshold for a single collection		Confirm the banking collection reference On this step you might: Be required to enter the reference in a specific format (mask) using a combination of letters, numbers or symbols

Deleting Collections

When selecting a banking collection the list of entries are displayed by day and the options available are View | Edit | Delete

The following rules apply to deleting collections:

• An entry can only be deleted if the back of house operator has permission configured against their job role to edit banking collections

• When operating with daily sign off only the current days entries can be deleted, once a day is signed off the entry for previous days cannot be deleted

Select an entry and follow these steps to delete:

• Click Delete

• Confirm Yes to delete the banking collection entry

  

• The bankings related to the collection will be returned to the list