You can count a receptacle session based on the Count Sheet defined for the receptacle type. During the counting process, other workstation operators cannot post transactions in order to maintain an accurate count. The person counting can optionally save the count progress prior to completion, and return later to resume the counting process. Clicking Save allows you to attend to other activities and recall progress in the count at a later time. Recalling a Count contains instructions to return to a count that you saved.
Clicking Done finalizes the count; you can adjust the count if you need to make a change due to a mistake.
You can view the actual totals for each class, in addition to the values entered. A variance between these two values indicates an over or short condition. The manager might instruct you to recount the receptacle when the variance is greater than permissible levels. You must select from a list of pre-defined over or short reasons in order to complete the count. Upon completion of the count, the application prompts for authorization to change the receptacle balance to the amount entered. Upon update, the Count Sheet prints.
Parent topic: Enterprise Cash Management (ECM)