The frequency in which you must count your safes is configured at the corporate level, but to access Safe Counts, click the Safe Counts button within the Cash menu of the app drawer.
In the event your store doesn’t have any counts configured, you will be presented with a dialogue informing you you don’t have any counts set up, and that you won’t be able to do anything until there are.
When counts are configured, the Safe Counts screen will display a Counts tab (A), a Transfers tab (B), and a Received tab (C). The default landing tab is Counts where each one is displayed in the order they need to be completed and their current status (D). To view the transactions of a day other than the current one, simply click the date dropdown.
To complete a count, simply click anywhere on the card to expand it. The expanded card will display all the funds (A) configured at the corporate level in addition to a “Pending Deposit” fund. As you complete each fund, the Count Total (B) will update in real time, and if the count is not a Blind Count, the Expected Balance (C) will display along with the Variance.
Choosing a Cash Drawer or Funds field will allow you to input the amount that is in the drawer and complete the fund.
If it is a Variable Cash Drawer, hovering over the information icon will allow you to see how the Expected Balance was determined.
You must complete all funds before you’re able to complete the count, and once you do you will be presented with a Complete Count modal which will review your totals. In the image below, the count was configured for a single authorization requirement, which means you must enter your login credentials to claim responsibility for the submission. If a dual authorization requirement was configured, there would simply be fields for another user’s credentials.
Once authorized, the status of the count will be updated with the date and time it was completed along with a green check.
It should be noted that the expected balance of subsequent counts is directly related to previous submissions, so because the balance in the Morning count above was $250, the expected balance of the Evening count will be $250.