SellTreez: Adjusting the Float Amount

Skip to:

• Method 1: Preferred Method through Cash Handling
• Method 2: Updating Individual Drawers
• Method 3: Updating All Drawers

____________________________________________________________

There are 3 ways in which you can update the float. Only managers or those with configured access have the ability to adjust the float amount for cash drawers. Depending on whether or not you have the 'Use Dynamic Float' configuration enabled — or in other words, if you support a 'static' or 'dynamic' float — will determine what options are available to you for adjusting your float. 

Method 1: Preferred Method through Cash Handling

This method is only available to users who support a dynamic float.

Step 1: Navigate to Cash Handling > Shift Report. Locate the desired shift from the 'Overview' tab

NOTE: You can use the column headers or filters at the top of the page to help narrow down visible options.

Step 2: If the shift is still open, click the Shift Options (...) icon and select End Shift.

Step 3: Then, click the Shift Options (...) icon on the ended shift, and select Close Shift. This will open the Close Shift window.

Step 4: From the window, follow the standard close shift procedures for shops that support a dynamic float, by entering the ‘Actuals’ in the ‘Cash Drop Out’ — plus or minus any desired adjustments to the float — followed by any additional payment types, and lastly, enter the updated float amount in the ‘Ending Float Bills/Coins’ fields.

NOTE: During close shift procedures, changes to the float will affect the amount of cash that’s transferred to the Main Vault, but won’t affect the ‘Total Shift Actuals’. That’s always going to be the amount of money actually transacted on that drawer during the shift.

Back to top

_________________________________________________________________________

Method 2: Updating Individual Drawers

This method is available to all users, regardless of whether a static or dynamic float is used.

Step 1: Navigate to Cash Handling > Main Vault.

• You can follow this same process by substituting a ‘Tracked’ or ‘Untracked Account’ in place of the ‘Main Vault’ if you’d prefer to transfer funds from elsewhere.

Step 2: Click Transfer, then select the appropriate drawer from the ‘Transfer To’ dropdown. Input the amount you’d like to transfer and leave a note regarding what the transfer was for.

• Notes will appear in the ‘Description’ column of the ‘Main Vault’ tab, so it’s best to keep them short and descriptive.

Step 3: Then, tap Make Transfer to confirm. Once this step is complete, the new drawer balance will be displayed in the ‘Starting Balance’ column in the ‘Cash Drawers’ tab. Additionally, entries will be noted on the ‘Main Vault’ and ‘Audit Log’ tabs.

Back to top

_________________________________________________________________________

Method 3: Updating All Drawers

This method is available to all users, regardless of whether a static or dynamic float is used.

Step 1:  Navigate to Configuration > Config Page > Cash Handling > Cash Drawer Settings > Reset Float in All Cash Drawers.

Step 2: Tap the slider and input the new starting float amount on all registers.

Step 3:  Click Save Float then, Yes- Save Float once the confirmation window pops-up.

Step 4: Navigate back to the Cash Handling module (Cash Handling > Cash Drawers) to see the updated float amount reflected on all drawers.

• Clicking into the ‘Main Vault’ tab will display all drawers that have had their float reset, along with the corresponding cash balance that’s to be debited (added) to the account or credited (withdrawn) from the account in order to align the drawers with the set float.

NOTE: In order to reset the float amounts, you must have enough cash in your vault (and/or other tracked accounts) to cover the cumulative float amount across all registers being adjusted.  

• If you choose to 'Reset All Floats' on the Configuration page, the cash can only come from the Main Vault and not other tracked/untracked accounts.
• If you do not have enough cash in the Main Vault, the system will reset the floats one by one until there is not enough cash left in the vault.  

Back to top

_________________________________________________________________________