Creating a Sub-Vault
In addition to tills, Flourish contains a vault to help you store and track your money. Within those vaults, you can create Sub-Vaults, which help to better organize your cash.
What is a Sub-Vault?
A Sub-Vault is a Vault within your Vault! If you want to track the cash in your Vault separately (for example, to make change or keep track of found money), consider using a Sub-Vault or two!
Just like Vaults, Sub-Vaults are always open. This means you don't need to remember to open and close Sub-Vaults.
Vaults and Sub-Vaults will appear in blue on the Retail > Tills > Manage Tills page. This makes it easy to differentiate between vaults and tills at a glance!
Creating a Sub-Vault
- In Flourish, navigate to Settings > Retail > Tills.
- Select the correct facility from the dropdown.
- Select the Vaults and Sub-Vaults section, then click the New Sub-Vault button.
- Select the Parent Vault from the dropdown.
Your facility will generally have one Vault. If you need more than one vault per facility, please reach out to our support team.
- Enter the name of the Sub-Vault in the Sub-Vault Name field.
- Enter a description for your Sub-Vault. This is optional.
- When you're done, click Save.
Editing a Sub-Vault
- In Flourish, click on Settings > Retail > Tills.
- Select the Vaults and Sub-Vaults section, then click your Sub-Vault's name.
- Click the Edit button in the top right corner.
- Make the desired changes, then click Save.
Please email Support to disable a sub-vault. This is a known issue. The help doc will be updated when we release the ability to do this within the application.
