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Created 20 November 2025 • Updated 20 November 2025

Change Received

Change received is used for sites where cash is delivered by a security company, or where coins are brought into the site without being exchanged for notes.

Change Received Topics
Navigate to Finance → Cash Management → Change Received

Adding Change Received

Follow these steps to add change received:

  Click Add Change Received | Select Safe | Click Next → Select the Change Received Date | Click Next → Enter the Reference | Click Next
 

Select the required safe where money will be added to

You will not be shown this step if:

  • There is only 1 safe configured

On this step you might:

  • Not see the safe balance

  

Select the date the change was received

You will not be shown this step if:

  • Daily sign off is enabled, the entry will be recorded against the current business day

 

  

Enter the change received reference

You will not be shown this step if:

  • Reference is not required for your setup

On this step you might:

  • Be required to enter the reference in a specific format (mask) using a combination of letters, numbers or symbols
   

 

→ Enter the Amount Received | Click Finish        
 

Enter the amount of money to be received

On this step you might:

  • See rows by denomination rather than a cash total

  • Be prompted to click next and enter your back of house password and or counter signatory

  

 

    
 

 

 

    

Editing Change Received

When selecting change received the list of entries are displayed by day and the options available are View | Edit | Delete

This only applies to weekly sign off, if using daily sign off only the current days entries are displayed

The following rules apply to editing change received:

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

  • 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 change received entry and follow these steps to edit:

  Click Edit Change Received | Select Safe | Click Next → Confirm the Reference | Click Next →

Confirm the Amount Received | Click Finish
 

Confirm the required safe where money will be added to

You will not be shown this step if:

  • There is only 1 safe configured

On this step you might:

  • Not see the safe balance

  

Confirm the change received reference

You will not be shown this step if:

  • Reference is not required for your setup

On this step you might:

  • Be required to enter the reference in a specific format (mask) using a combination of letters, numbers or symbols

 

  

Confirm the amount of money to be received

On this step you might:

  • See rows by denomination rather than a cash total

  • Be prompted to click next and enter your back of house password and or counter signatory
   

 

Deleting Change Received

When selecting change received the list of entries are displayed by day and the options available are View | Edit | Delete

The following rules apply to editing change received:

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

  • 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 change received entry

  • The value of the change received will be removed from the Destination Safe