Till and Vault Management

9 articles

Creating a Retail Transfer

Flourish allows you to perform pay-outs to third parties in order to record things like cash pickups or transports. If you want to keep track of where this cash is going, you'll want to create a Tran…

Updated 2 years ago by Ariana Hanshaw

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…

Updated 2 years ago by Ariana Hanshaw

Performing Pay Ins and Pay Outs

You can move money between Tills and Sub-Vaults easily using pay-ins and pay-outs. When you create a pay-in or pay-out, you will always need to select the Till or Sub-Vault from which the cash is com…

Updated 2 years ago by Ariana Hanshaw

Closing a Till

When you're ready to take down a register, you need to make sure to close the till and count your cash. Closing a till performs an automatic pay-in to the vault or sub-vault of your choice. Prerequis…

Updated 2 years ago by Ariana Hanshaw

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.…

Updated 2 years ago by Ariana Hanshaw

Opening a Till

Before you can accept payment at a register, you will need to open its corresponding Flourish till. In the Flourish web app, click Retail > Tills > Manage Tills. Locate the till you need to open. In…

Updated 2 years ago by Ariana Hanshaw

Reconciling E-Payments

Flourish can help you audit non-cash payments like CanPay, Aeropay, and Hypur. When auditing these payments, you can reference your external system, like the CanPay porta,l to record any variances an…

Updated 6 months ago by Ariana Hanshaw

Creating Retail Reasons

Cash Movement. When you're moving cash from a sub-vault to a till, you may be required to enter a reason. Enter a Reason Name.. Enter a Reason Code Abbreviation. Discount. If your discount is set up…

Updated 2 years ago by Ariana Hanshaw

Creating a Till

In order to start taking payments at the point of sale, you'll need to make sure that you have at least one till created. You can create new tills and manage existing ones from Settings > Retail > Ti…

Updated 2 years ago by Ariana Hanshaw