Frequently Asked Questions

How do I adjust the balance of my safe?

Safes

Adjusting the balance of a safe can be performed by completing a count on the safe and setting the new value.

You perform safe counts here: Finance → Cash Management → Counts
How do I create a new drawer insert float?

Floats

Drawer insert floats can be added as required.

You can activate new drawer inserts here: Finance → Cash Management → Floats
How do I create a new money belt float?

Floats

Money belt floats can be added as requierd.

You can activate new money belts here: Finance → Cash Management → Floats
How do I create a new safe?

Safes

Safes are managed within the configuration section and enable you to add or remove as required.

You manage safes here: Finance → Configuration → Safes
How do I create new machines?

Machines

Machines are managed within the configuration section and enable you to add or remove as required.

You manage safes here: Finance → Configuration → Machines
How do I enter petty cash?

Misc Expenses

Petty cash is recorded against a misc expense entry, recording the type and relevant values.

You can enter misc expenses here: Finance → Cash Management → Misc Expenses
How do I find out which money belt sessions are still active?

Money Belts

The easiest way to view active sessions is to view the declarations screen, the status of all money belts is displayed.

You can find the status of money belt sessions here: Finance → Cash Management → Declarations
How do I move money between safes?

Safes

Money can be transferred between safes so that there is an accurate record of money in each safe.

You can transfer money between safes here: Finance → Cash Management → Safe Transfers
How do I remove a drawer insert float I know longer need?

Floats

Drawer insert floats can be deactivated as required.

You can deactivated unfloated drawer inserts here: Finance → Cash Management → Floats
How do I remove money from a float?

Floats

Money can be removed from a float by setting the float value to be 0.00, it will return the money back to the source safe.

You can manage money in floats here: Finance → Cash Management → Floats
I cannot delcare a point of sale terminal or money belt because it says 'Cannot Declare Incomplete Skims'

Declarations / Skims

If a skim is performed on a point of sale terminal or a money belt session using the Count in Office action, the skim entry must be recorded first. This ensures the system recognises how much money was removed before the declaration can be completed.

You complete the outstanding skim here: Finance → Cash Management → Skims
The value of my float is wrong how do I change this?

Floats

If the value of a float for drawer insert, money belt or ATM is wrong you can update this to be the correct amount.

You can update drawer insert floats here: Finance → Cash Management → Floats
You can update money belt floats here: Finance → Cash Management → Floats
You can update ATM float here: Finance → Cash Management → Floats
Why can I not deploy my ATM?

ATM

Before an ATM can be deployed a float value has to be assigned.

You assign floats to the ATM here: Finance → Cash Management → Floats
Why can I not see all of my floats?

Floats

There are two reasons why you might not be able to see all of your floats (drawer inserts or money belts:

  • The drawer insert float has been assigned to a point of sale terminal and the terminal opened

  • The money belt float has been assigned to a front of house operator and their session started

  • The float was deactivated

You can check the assign floats to open terminals or operators here: Finance → Cash Management → Declarations