Cash Counter User Guide - Commonwealth Bank of Australia
Contents
1. Merchant Level Cash Report from date to date c Cash report by period for one terminal Cash Counter Terminal Level Cash Report date Tap Done when email entered then tap Send Email will not work unless the outgoing email address has been set up in Albert settings Emailed report attachment 3 54 40 16 Cash Counter User Guide Cash Counter User Guide Need help We re here to assist whenever you need us Help with Albert 1800 230 177 App bank and Commonwealth Bank Business Service Centre CBA Apps 24 hours a day 7 days a week Help with third party 1 On Albert tap the App bank app or visit piappbank com au apps 2 Select Apps then search the relevant app name Click into the app to see App Details and expand Support to see the contact details for the responsible developer 182. The Select Date Range tab can show up to 13 months of past data To change the date range tap or then tap OK View the report on screen or tap Email to send it to an email address see Emailing cash reports Timeframe Cash Report button Sydney Chickens options Custom date range Reports are emailed as csv attachments that open in Microsoft Excel 14 Cash Counter User Guide A CAN Viewing cash reports by period for one terminal 1 Press the Merchant Context button on the Cash Counter home screen or 2 finger swipe down the screen to open the Merchant Context Menu 2 Tap Cash Report to show daily cash Cash amounts for multiple terminals Report button 3 Tap any line item to show one terminal cash report for the selected date 4 View the report on screen or tap Email to send it to an email address see Emailing cash reports Sydney Chickens List of daily cash accounts Sydney Chickens Tip Reports are emailed as csv attachments that open in Microsoft Excel 15 Cash Counter User Guide Emailing cash reports 1 Tap Email when viewing the report on screen Tap the input field to bring up the touch screen keypad Enter an email address The default email content is Thank you The default subject line is as follows depending on the report type a Average report Cash Counter Average Report b Cash report by period for all terminals Cash Counter
3. CommBank Cash Counter User Guide Version 2 0 Updated Wednesday 11 March 2015 Cash Counter User Guide Cash Counter User Guide Cash Counter User Guide Contents Introducing Cash Counter u 000mm na nannten 6 E ONNO Started cu ee a 8 Finding your way around the app sise 8 3 2 Entering cash amounts iu u susanne cents nee 10 Registering cash AmMOUN innen 10 Saving cash amounts sise 11 A 3 Generating tTepOriS aa sa dames tee eee Lente 13 Generating average reports eenneennneennnennnnennnnennnnnennnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnennnnnnnnnennnnnnnnnennn 13 Viewing cash reports by period for all terminals cccccceeeecceeeeesseceeeeeeeseeeesseeeeeeess 14 Viewing cash reports by period for one terminal 15 Emailing cash FEROT IE de an honda besace ie ee 16 D Need NOU 0 PER E EE ne 18 Cash Counter User Guide Cash Counter User Guide A CAN Introducing Cash Counter Welcome to Cash Counter a handy business app for keeping track of your sales and cash flow 1 Easy Keep track of all your cash sales for multiple terminals in just a few clicks 2 Portable Cash Counter comes pre installed on your Albert device so you can use it anywhere 3 Smart View daily weekly or yearly cash reports on your Albert screen or via email We re here to help If you need help using the Cash Counter app call 1800 230 177 24 hours a day 7 days a week Cash Counter User Guide Cas
4. h Counter User Guide gt CAN 1 Getting started Cash Counter comes pre installed on your Albert device so you can get started straight away In this section Finding your way around the app Finding your way around the app Home screen 1 Tap the Cash Counter app icon to access the Cash Counter home screen Total Cash 2 Tap Manual Total to input a cash amount as a total 3 Tap Coin Note Count to input a cash amount based on a coin or note denomination see Section 2 4 Press the Merchant Context button or swipe down the screen to open the Merchant Context Menu Merchant Context Press the Merchant Context button or 2 Menu finger swipe down the screen to open the Merchant Context Menu Tap My Settings or view reports using Average Report or Cash Report see Section 3 Tap Home to exit the Cash Counter app Press the Merchant Context button or tap the bottom bar and 2 finger swipe upwards to exit the Merchant Context Menu Cash Counter User Guide Useful buttons Back button Tap the Back button to return to the previous screen If you haven t saved inputs they will be cleared Clear button Tap the Clear button once to clear one digit Note Some buttons are disabled and appear faded until you enter the required data Back button Clear button Cash Counter User Guide CAN 2 Entering cash amounts Cash Counter offers manual and automatic options for enter
5. ing cash amounts In this section Registering cash amounts Saving cash amounts Registering cash amounts Manual total 1 Coin note amount 1 Tap the Manual Total button on the Cash Counter home screen Input the total cash amount on the touch screen keypad Tap the Save button Tap the Coin Note Count button on the Cash Counter home screen Choose acoin or note denomination to count first Enter the number of coins or notes for that denomination and tap OK Repeat for all denominations Or add all denomination totals on the one screen by tapping the coin note image on the bottom left When you ve entered all amounts tap OK If you want to edit an amount tap the coin or note image Tap Clear to re enter the amount Total Cash 5 080 00 Manual Total Coin Note Select Count denomination Total Cash Rx 1 725 00 10 Cash Counter User Guide Saving cash amounts 1 Tap Save to save the cash amount Enter the float amount Tap Save A dialog screen confirms the total cash amount minus the float amount It also shows total cash amounts for previous days Tap OK to save or Cancel to re enter the cash amount Save cas input Tips If there s already a cash amount saved for the current day youll be prompted to override and update that amount The float amount is subtracted from the total cash amount You can enter a float amount of 0 00 11 Cash Counter Use
6. r Guide Tips Cash Counter User Guide O CAN 3 Generating reports Get instant cash reports sent straight to your inbox In this section Generating average reports Viewing cash reports by period Viewing reports by terminal Emailing cash reports Generating average reports 1 Press the Merchant Context button on the Cash Counter home screen or Swipe down the screen to open the Merchant Context Menu Average 2 Tap Average Report to show averages Report for various periods in the past year button 3 View the report on the screen or tap Email to send it to an email address see Emailing cash reports Sydney chickens Average cash counted per day to 21 Aug 2013 Averages are based off the number of days that cash has been entered over the period For example if a store is open 5 days a week the weekly average is based on 5 days rather than 7 Reports are emailed as csv attachments that open in Microsoft Excel 13 Cash Counter User Guide CAN Viewing cash reports by period for all terminals 1 Tip 5 Press the Merchant Context button on the Cash Counter home screen or 2 finger swipe down the screen to open the Merchant Context Menu Tap Cash Report to show daily cash amounts for multiple terminals Select a timeframe to view the report on screen by tapping This Week This Month or This Year or choose a specific period using the Select Date Range tab
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