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Safe Counts

Use the Safe Counts utility to add and view safe count records, including the counted quantity and total currency amount of each type of item in the safe. The identity of the individual who counted the safe is recorded, as well as the difference between the current safe count and the previous count.

Safe Count Form Overview

Safe Count - Instructions

Step by step instructions for managing safe counts are provided here:

Search Safe Counts

Cash Safe Counts

  1. From the Stores / Dates field in the upper-left, select the store numbers / names.

  2. From the Custom field, select the calendar icon to choose a date range for the search.

  3. From the calendar popup, define the date range, and then select Apply.

    It is also possible to select Period / Week, Today, or Yesterday as the search date or date range.

  4. From the lower-right of the Stores / Dates field, select Search.

Add Safe Count

Cash Safe Counts

To add a safe count record:

  1. From the upper-right of the Safe Counts screen, select Add Safe Count.

  2. From the Store dropdown, select the store associated with the record (if applicable).

  3. In the Business Date field, type the date associated with the record -OR- select the calendar icon to select a date from a popup calendar.

    This field is populated with the current business date by default.

    A future date cannot be selected.

  4. From the right of the Counted Amount field, select Count.

  5. In the Count field on the Count Amount window, type the quantity (NOT the currency value) of each listed item in the safe.

    For example, if there are nine (9) $20 bills in the safe, type 9 in the Count field.

    The Amount value for each item is automatically updated after the Count value is registered.

    In the lower-right of the Count Amount window, the following values are provided:

    Field

    Description

    Total Amount

    Total currency amount for all counted items in the safe.

    Last Safe Count Amount

    Total currency amount of the previous safe count for the same business date. If a safe count was not performed on the selected business date, then this field value is zero (0).

    Nota

    Depending on how the administrator configured the system, this field may not be available.

    Over/Short

    The difference between the Total Amount and the Last Safe Count Amount.

    Nota

    The Over/Short value is also displayed beneath the Last Safe Count Amount field on the Add Safe Amount window.

  6. From the lower-right of the Count Amount window, select OK.

  7. In the Counted By field on the Add Safe Count window, type the name or initials of the individual who counted the safe.

  8. (Optional) In the Comments field, type any additional comments or notes about the safe count.

  9. From the lower-right of the Add Safe Count window, select Save.

View Safe Count

Cash Safe Counts

To view the details of a previous safe count:

  1. Search for the safe count using the techniques outlined in Search - Safe Counts.

  2. From the 3-dot menu on the row of the record, select View.

    The following describes the fields on the View Safe Count window:

    Field

    Description

    Store

    Name and number of the store where the safe is located.

    Business Date

    Business date associated with the safe count.

    Counted Amount

    Total currency amount of the counted items in the safe.

    To the right of the Counted Amount field, select View to view the counted quantity and the total currency amount of each type of item in the safe.

    In the lower-right of the View Amount window, the following values are provided:

    Total Amount

    Total currency amount for all counted items in the safe.

    Last Safe Count Amount

    Total currency amount of the previous safe count for the same business date. If a safe count was not performed on the selected business date, then this field value is zero (0).

    Over/Short

    The difference between the Total Amount and the Last Safe Count Amount.

    Last Safe Count Amount

    Total currency amount of the previous safe count for the same business date. If a safe count was not performed on the selected business date, then this field value is zero (0).

    Nota

    The Over/Short value is also displayed beneath the Last Safe Count Amount field.

    Counted By

    Identifies the name of the individual who counted the safe.

    Comments

    Comments or notes about the safe count.

  3. From the lower-right of the View Safe Count window, select OK.