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Created 20 November 2025 • Updated 20 November 2025

Floats

Floats are an optional feature in finance, used to manage drawer inserts, money belts, and ATMs. If these options are not part of your setup, floats do not need to be used or managed in daily activities.

Floats Topics
Navigate to Finance → Cash Management → Floats

Drawer Inserts

Using floats with drawer inserts provides an accurate way to manage cash. Money is assigned to an insert, which is then linked to the point of sale terminal when opened. This ensures a precise record of where cash is held within the site.

The following rules apply to the display of inserts in the floats screen:

  • Inserts can be floated or unfloated

  • Float values may not be displayed

  • Deployed inserts will not be shown (those inserts that have been linked to the point of sale when the terminal was opened)

Floating Inserts / Updating Float Values

Select an insert to add money to or update the float value:

If no insert is selected when clicking 'Set Float' the wizard stepper will prompt to select a float
  Click Set Float | Select Safe | Click Next → Select the Set Float Date | Click Next →

Enter the Reference | Click Next
 

Select the required safe where money will be coming from

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 float was assigned

You will not be shown this step if:

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

On this step you might:

  • Be prevented from selecting previous days if it had already been floated after those days

 

  

Enter the float reference, this could be the bag or seal number assigned

You will not be shown this step if:

  • Reference is not required for your setup

On this step you might:

  • Be shown an additional reference

  • Have optional or mandatory references
   

 

→ Enter or Edit the Float Amount | Click Finish        
 

Enter the amount of money to be assigned as the insert float value, this can be changed to 0.00 which would transfer the money back to the original source safe

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

        
         

Adding New Inserts

Follow these steps to add a new insert:

Do not select any float options before clicking 'Set Float'
  Click Set Float | Select Activate New Drawer Insert | Click Next → Complete the rest of the steps as per Floating Inserts  

 
 

Optionally update the insert name, by default the system will use 'Insert' and the next available number

  

 

  

 
   

 

  

 

Deactivating Unfloated Inserts

Follow these steps to deactivate an insert:

  • Select an Unfloated Insert from list

    If float values are not displayed any inserts unfloated will not display a notes icon next to the drawer icon

  • Click Deactivate

  • Click Yes to confirm the deactivation of the insert

Money Belts

Using floats with money belts is only required if you are recording cash given to front of house operators for their shift, if no float is issued this process is not required and floats for money belts will not be displayed. If used, money is assigned to the money belt, which is then linked the point of sale operator when they start their money belt session.

The following rules apply to the display of money belts in the floats screen:

  • Money belts can be floated or unfloated

  • Float values may not be displayed

  • Deployed money belts will not be shown (those money belts that have been linked to the point of sale operator when they started the session)

Floating Money Belts / Updating Float Values

Select a money belt to add money to or update the float value:

If no money belt is selected when clicking 'Set Float' the wizard stepper will prompt to select a float
  Click Set Float | Select Safe | Click Next → Select the Set Float Date | Click Next →

Enter the Reference | Click Next
 

Select the required safe where money will be coming from

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 float was assigned

You will not be shown this step if:

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

On this step you might:

  • Be prevented from selecting previous days if it had already been floated after those days

 

  

Enter the float reference, this could be the bag or seal number assigned

You will not be shown this step if:

  • Reference is not required for your setup

On this step you might:

  • Be shown an additional reference

  • Have optional or mandatory references
   

 

→ Enter or Edit the Float Amount | Click Finish        
 

Enter the amount of money to be assigned as the money belt float value, this can be changed to 0.00 which would transfer the money back to the original source safe

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

        
         

Adding New Money Belts

Follow these steps to add a new money belt:

Do not select any float options before clicking 'Set Float'
  Click Set Float | Select Activate New Money Belt | Click Next → Complete the rest of the steps as per Floating Money Belts  

 
 

Optionally update the money belt name, by default the system will use 'Money Belt' and the next available number

  

 

  

 
   

 

  

 

Deactivating Unfloated Money Belts

Follow these steps to deactivate a money belt:

  • Select an Unfloated Money Belt from list

    If float values are not displayed any money belts unfloated will not display a notes icon next to the person icon

  • Click Deactivate

  • Click Yes to confirm the deactivation of the money belt

ATM

When ATM operations are enabled the float given to the cassette must be assigned before being able to deploy the ATM.

For more information deployment click here

Floating ATM

Select the ATM to add money to or update the float value:

If the ATM is not selected when clicking 'Set Float' the wizard stepper will prompt to select a float

The following rules apply to the display of an ATM in the floats screen:

  • ATM can be floated or unfloated

  • Float values may not be displayed

  • A deployed ATM will not be shown

  Click Set Float | Select Safe | Click Next → Select the Set Float Date | Click Next →

Enter the Reference | Click Next
 

Select the required safe where money will be coming from

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 float was assigned

You will not be shown this step if:

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

On this step you might:

  • Be prevented from selecting previous days if it had already been floated after those days

 

  

Enter the float reference

You will not be shown this step if:

  • Reference is not required for your setup

On this step you might:

  • Be shown an additional reference

  • Have optional or mandatory references
   

 

→ Enter or Edit the Float Amount | Click Finish        
 

Enter the amount of money to be assigned as the ATM float value, this can be changed to 0.00 which would transfer the money back to the original source safe

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