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Created 20 November 2025 • Updated 20 November 2025

Machine Refill

When using the machine functions within finance, you can select a machine to be refilled, using cash from onsite sources to fund the machine.

Navigate to Finance → Machines & ATM → Machine Refill

Adding Machine Refills

Follow these steps to add a machine refill:

  Click Add Machine Refill | Select Machine | Click Next Select Safe | Click Next Select Refill Date | Click Next
 

Select the required machine to be refilled

 

Select the safe the money will be coming from to refill the machine

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 refill 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 Refill Reference | Click Next Enter the Amount Refilled | Click Finish    
 

The refill 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 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 Refills

When selecting machine refills the list of entries are displayed by day and the options available are View | EditDelete

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 refills:

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

  • Once a machine has been collected it can no longer be edited

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

Select a refill and follow these steps to edit:

  Click Edit | Confirm Machine | Click Next Confirm Safe | Click Next Confirm the Refill Reference | Click Next
 

Confirm the required machine to be refilled

 

Confirm the safe the money will be coming from to refill the machine

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 refill reference, which 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 / Edit the Amount Refilled | Click Finish        
 

Confirm / edit 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 re-enter the value to bank before you can click finish

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

 

 

   
 

 

 

   

Deleting Machine Refills

When selecting machine refills the list of entries are displayed by day and the options available are View | EditDelete

The following rules apply to deleting refills:

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

  • Once a machine has been collected it can no longer be deleted

  • 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 refill

  • The value of the refill will be returned to the Source Safe