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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.…

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

  1. In Flourish, navigate to Retail > Tills > Manage Tills.
  2. Locate the vault you want to count. Vault names are listed in blue.
  3. 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.
  1. If there are any sub-vaults that you do not wish to count, uncheck the box next to the sub-vault's name.
  2. Enter the amount of cash you counted in the field next to each sub-vault.
    1. 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.
  3. When you're done entering your sub-vault amounts, click the Report Cash Balance button.
If you have a variance in your cash amounts, clicking the Report Cash Balance button will update your vault's total.

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.

  1. In Flourish, navigate to Retail > Tills > Manage Tills.
  2. Locate the vault you want to count. Vault names are listed in blue.
  3. 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.
  4. Uncheck the checkbox next to the name of the sub-vaults that you don't need to count.
The expected amount from that sub-vault will be added to the New Total Cash amount in the top-right.
  1. Count the cash in the sub-vaults that need to be counted and enter the amounts in the field next to each sub-vault.
  2. When you're done entering your sub-vault amounts, click the Report Cash Balance button.

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