Cash Management - Float In

SIT / Wayfarer Invercargill & Tauranga / Rotorua Hospital / Northland Hospital / Capital Coast Wellington & Kenepuru / Kahu Ariki Cafe (SIT)

This training document provides clear instructions on performing start of the day cash management functions accurately and securely.

START OF THE SHIFT:

Before you take the first transaction of the shift, you are required to enter your float by denominations on the POS terminal, to complete this task follow the instructions below:

1 - Click on Page Management on your terminal

2 - Refer to the CASH MANAGEMENT section and select Float

3 - Enter each your cash denomination totals. To complete this task you have 2 options

• Option 1: enter the quantity of each denomination, and the system will calculate the total value.

     Click on the first denomination Qty column to enter the quantity

Using the keypad enter the quantity of the respective denomination. You are able to see what denomination you are on as this will display on the right top corner of the screen. Once you enter the amount click enter to save

The system will automatically calculate the $ value based on the quantity entered and go to the next denomination.

From there you can:

•      Enter the quantity for the next denomination and follow the same steps. If none, click Enter and the amount will save as 0
•      Click Cancel to exit the automatic function, and manually select the next denomination you want to enter.

• Option 2: enter the $ value of each denomination, and the system will calculate the total quantity.

     Click on the first denomination Value column to enter the value

Using the keypad enter the quantity of the respective denomination. You are able to see which denomination you are on as this will display on the right top corner of the screen. Once you enter the value click enter to save

The system will automatically calculate the denomination quantity based on the value entered and go to the next denomination.

From there you can:

•      Enter the value for the next denomination and follow the same steps. If none, click Enter and the amount will save as 0
  
  
•      Click Cancel to exit the automatic function, and manually select the next denomination you want to enter.

4 - Once all denominations have been entered, you are able to see the Float Value at the bottom. 

From here you have 3 options:

  - If you want to restart all your counts

- if your counts are correct and you commit to float in your till

- if you want to cancel the transaction completely and exit the function

*Please note this document is still under review and continuous updates, for any issues or concerns raise a ticket to contact our System Support.