Safe Count Settings allow users to configure the expected cash balance for each location's safe. The expected safe balance is used to calculate the over/short amount on each safe count entry.
Set Safe Balances can be applied to all locations a user has access to, or configured per location. If no balance is set, the expected safe balance defaults to $0.
If Safe Counts are not visible in your navigation. Contact your R365 representative for assistance with enablement.
Notes about enablement:
When Commissary is enabled, the Safe Count feature will not appear.
Till Management does not have to be enabled for Safe Counts. Safe Counts and Till Management are independent of one another.
Security
To edit the Safe Count Settings, users must have the following permission:
Sales and Cash → Safe Counts → Configure Safe Count Settings
Important Note on Location Access
Adjusting Safe Count Settings also requires location access.
Users with access to all locations:
Can edit the Expected Safe Balance
Can configure Safe Balances by location
Users with access some locations:
Cannot edit the Expected Safe Balance
Can configure Safe Balances by location
Navigation
Open the Sales & Forecasting app.
Select Cash.
Navigate to the Safe Counts tab.
On the Safe Counts screen, click the gear button.
Safe Count Settings
Field | Description | |
|---|---|---|
1 | Expected Safe Balance | The value entered in this field is the standard cash total each location’s safe should hold. The calculated over/short amount is determined by this dollar amount.
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2 | Location Safe Setup | A location-specific safe balance setup. Each entry will display a Location and its assigned Safe Balance. Users can only set location-specific safe balances for locations they have access to.
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3 | Add Location | Adds a location to configure a location-specific safe balance. When clicked, select a location and enter a safe balance. |
4 | Delete | Deletes the location setting. |
5 | Save | Saves the changes made to the settings. |