Support Center

Till Floats & Cashing Up

Last Updated: Feb 15, 2017 09:30AM UTC

IT IS IMPORTANT THAT YOU SET YOUR CASH DRAWER FLOAT BEFORE USING THIS SERVICE. TO DO THIS;
 

  • From the Cash drop down menu, select View Cash Draw Balances.


 
  • On the left hand side of the page, select Open The Day.​
  • Here you can set the amount of cash that you start with every day with in your float. We recommend having a fixed amount for every morning as this makes financial tracking much easier. If however you wish to have a rolling float from the previous days taking, then tick the box next to When running a new cash drawer balance, automatically set the starting balance to the counted cash value of the last cash drawer balance ran.
NOTE: THIS ONLY NEEDS TO BE DONE ONCE AS SALON IRIS WILL REMEMBER THE DETAILS ONCE THEY ARE SET.

 

 
At the end of every day, you can close out your cash drawer balance for easier financial reporting. 

To do this;​
 
  • ​Select Close Out & Cash Drawer Balance from the Cash drop down menu

  • Select the date range (and/or time range) of the cash drawer balance you're after. (This is helpful if you change floats throughout the day)
 
  • You can now select whether to include takings from Chair Renters in your totals. Select Yes or No accordingly.​
  • ​Select the computers that you wish to include for the cash drawer takings (All Computers if you have one float, This Computer/Single Computer if you have individual floats per machine)
  • This will bring up the Cash Drawer Balance for the date selected. You can record the values you have taken for the day. Under the Reported section is what the software has recorded during the selected date range.​ 
  • Select the Employee who is cashing up the till.
  • Under Counted Cash, enter the quantity of each denomination that is in the till and record in the relevant boxes for that denomination.
 


 
  • Under Non-Cash you can record card transactions to make sure these all add up. It will display the value that is reported by the software, and under Status will list whether this is UnderOver or Balanced.



 
  • Once you have added up your card receipts, type in the value in the Counted section of Non-Cash and this will tell you whether these have Balanced or are Under/Over.​


 
  • Once Cash & Non Cash sections have been filled in, the Status will tell you whether your till is BalancedOver or Under.


 
  • If you wish to record any comments about that balance, they can be typed in the Comments section before clicking Save.​
  • These are then listed in the View Cash Drawer Balances part of the Cash drop down menu.

 

NOTE: The cash drawer close out will not affect your totals or subsequent cash drawer close out/openings.

It is only a record of the amount of money in the drawer at the end of a given day or shift.

Contact Us

  • Email Us
  • Call us on 0121 314 4402 (option 2) to speak to a member of our support team or email us at support@saloniris.co.uk (Support plan & Subscription customers only)
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