Safe Transfers

When multiple safes are set up, the safe transfer function allows money to be moved between them as needed for operational or procedural purposes.

Transfer Money

Follow these steps to transfer money between safes:

	Click Add Transfer Money | Select Safe Transfer Date | Click Next	→	Select the Source Safe | Click Next	→	Select the Destination Safe | Click Next
	Select the date the transfer happened You will not be shown this step if: Daily sign off is enabled, the entry will be recorded against the current business day		Select the safe the money is moving from On this step you might: Not see the safe balance		Select the safe the money is moving to On this step you might: Not see the safe balance
→	Enter the Amount to Transfer | Click Finish
	Enter the amount of money to be transferred from the source to destination 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 Not see foreign currency or machines

Editing Transfers

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

The following rules apply to editing safe transfers:

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

• 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 safe transfer entry and follow these steps to edit:

	Confirm the Source Safe | Click Next	→	Select the Destination Safe | Click Next	→	Confirm the Amount to Transfer | Click Finish
	Confirm the safe the money is moving from On this step you might: Not see the safe balance		Confirm the safe the money is moving to On this step you might: Not see the safe balance		Confirm the amount of money to be transferred from the source to destination 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 Not see foreign currency or machines

Deleting Transfers

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

The following rules apply to deleting safe transfers:

• An entry can only be deleted if the back of house operator has permission configured against their job role to delete safe transfers

• 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 an entry and follow these steps to delete:

• Click Delete

• Confirm Yes to delete the safe transfer

  

• The value of the safe transfer will be moved back to the Source Safe