Counting a Vault
It's good practice to count your vault regularly. When you start a vault count, you will be shown the expected cash total for each of your sub-vaults. The sum of your sub-vaults is your vault total.
Prerequisites
Make sure that your user role has the Count Vault permission enabled.
You can find this in Settings > User Roles > Retail > Tills > Count Vault.
Counting a Vault
- In Flourish, navigate to Retail > Tills > Manage Tills.
- Locate the vault you want to count. Vault names are listed in blue.
- Click on the Count Vault button in the top-right of the vault card. You will see the expected amounts for each of your sub-vaults on the left-hand side.
- If there are any sub-vaults that you do not wish to count, uncheck the box next to the sub-vault's name.
- Enter the amount of cash you counted in the field next to each sub-vault.
- If there is a variance in the expected and on-hand amounts, select a variance reason from the dropdown and enter a note.
If the note box is too small to see your note, you can click and drag the lines in the bottom-right corner of the text box to expand it. - When you're done entering your sub-vault amounts, click the Report Cash Balance button.
How Can I Skip Counting a Sub-Vault?
If you know your cash amounts are correct and you do not want to count a sub-vault, you can uncheck the checkbox next to the sub-vault's name while counting it.
- In Flourish, navigate to Retail > Tills > Manage Tills.
- Locate the vault you want to count. Vault names are listed in blue.
- Click on the Count Vault button in the top-right of the vault card. You will see the expected amounts for each of your sub-vaults on the left-hand side.
- Uncheck the checkbox next to the name of the sub-vaults that you don't need to count.
- Count the cash in the sub-vaults that need to be counted and enter the amounts in the field next to each sub-vault.
- When you're done entering your sub-vault amounts, click the Report Cash Balance button.