Adding and Deleting a Group

Transaction Items are reported in Count Sheet Groups. Groups also allow you to see totals for all values counted within the group.

1. Highlight a page.
2. Select Add in the Groups section.
3. Enter a name for each group. As an example, you can have a Cash page with the groups Notes (paper currency) and Coins.
4. Select the Cash Management Class for each group. When you select a value from the Class drop-down, the Name column shows the name of the class if it was not previously entered. Change the Name value to show its representation on the count sheet screen view and print copy.
5. Select the appropriate Group options.

   Table 21-4 Count Sheet Group Options

   Option	Description
   1 - Allow Multiple Entries (optional)	Selecting this option allows unique entry of certain items (for example, gift cards and checks). If you select 1 - Allow Multiple Entries, the Group provides a multiple entry list when performing a count. This type of count is used to include non-denominated transaction items such as personal checks or gift cards as part of a count, where the amount of each individual item must be tracked (for example, check and gift card amounts).
   2 - Reference Required (optional)	If you select 2 - Reference Required, Ops prompts the workstation operator to enter a reference on the count sheet (for example, gift card number, personal check number, credit card, or voucher number) for each amount entered.

6. Add other groups that you want to track as part of this page.
7. If you want to delete a group, highlight the group record and select Delete.

   The application deletes all units associated with a group along with the group.

8. Click Save.