Site Master | Site

Created 20 November 2025 • Updated 20 November 2025

Machine Collection

When a machine operator attends site the corresponding entries are added into the finance module as a machine collection.

Machine Collection Topics
Navigate to Finance → Machines & ATM → Machine Collection

Adding Machine Collections

Follow these steps to add a machine refill:

  Click Add Machine Collection | Select Machine | Click Next → Select Safe | Click Next → Select Collection Date | Click Next
 

Select the required machine to be collected

  

Select the safe the money will be stored in for the collection

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 collection was completed

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 Collection Reference | Click Next → Enter the Amount Collected | Click Next   Enter the Claims Values | Click Next
 

The collection reference is usually taken from meter readings from the machine (this can be determined by your business what reference to enter)

On this step you might:

  • Only have an optional reference to be entered

You will not be shown this step if:

  • There is no reference entry required by your business

  

Enter the amount of money collected from the machine

On this step you might:

  • Only see a cash row (rather than by denomination)

  

Enter the value of supported claims given by the collector, if they agree and give you the money back enter the value, if the claim was not supported do not enter a value

 
 

 

 
→ Enter the Refilled Amount | Click Finish        
 

Enter the amount of money refilled to the machine

On this step you might:

  • Only see a cash row (rather than by denomination)

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

        
         

Editing Machine Collections

When selecting machine collections 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 collection:

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

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

Select a collection and follow these steps to edit:

  Click Edit Machine Collection | Click Next → Confirm Safe | Click Next → Confirm the Collection Reference | Click Next
 

When editing a collection the machine cannot be changed and is just confirmed by clicking next

  

Confirm the safe the money will be stored in for the collection

You will not be shown this step if:

  • There is only 1 safe configured

On this step you might:

  • Not see the safe balance

  

The collection reference is usually taken from meter readings from the machine (this can be determined by your business what reference to enter)

On this step you might:

  • Only have an optional reference to be entered

You will not be shown this step if:

  • There is no reference entry required by your business
   

 

→ Confirm the Amount Collected | Click Next → Confirm the Claims Value | Click Next   Confirm the Refill Amount | Click Finish
 

Confirm the amount of money collected from the machine

On this step you might:

  • Only see a cash row (rather than by denomination)

  

Confirm the value of supported claims given by the collector, if they agree and give you the money back enter the value, if the claim was not supported do not enter a value

  

Confirm the amount of money refilled to the machine

On this step you might:

  • Only see a cash row (rather than by denomination)

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

 

 

Deleting Machine Collections

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

The following rules apply to deleting collections:

  • A collection can only be deleted if the back of house operator has permission configured against their job role to delete collections

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

Select a refill and follow these steps to delete:

  • Click Delete

  • Confirm Yes to delete the collection

  • All monies and entries will be reversed to their previous states