Monitor end-of-day cash counts for a specific location and device.
The cash count audit feature helps you identify discrepancies between expected and actual cash amounts. By analyzing transaction data and timestamps, you can determine when and where discrepancies occurred. For example, you can use this information to review video footage and investigate the cause of a discrepancy.
To restrict access to sensitive cash management information, assign a store role that limits visibility of expected amounts and discrepancies.
The cash count audit feature is different from the storefront Cash Audit function, which tracks each transaction in a cash drawer. Cash count audit organizes information by the intervals between each cash count. If you specify a date range with no counts, no results appear.
Search for cash count information
To search for cash count information, do the following:
- In the InStore Center main menu, click Cash Count Audit.
- Select or enter the following:
- Location: the location to audit.
- Cash drawer: the device to audit.
- Start Date and End Date (optional): a date range. To audit a specific date, set both fields to that date.
- Click Search.
If results are found, the InStore Center displays the Cash Counts panel.
Review cash count information
On the Cash Counts panel, review the following information:
- Reason: the event that triggered the count, such as Opening count or Initialize.
- Count: the amount recorded when the location opened or the drawer was initialized.
- Expected: the amount that should be in the register or safe, based on recorded cash in and cash out transactions.
- Discrepancy: the difference between the expected value and the actual count.
- Date: the date and time when the count was recorded.
View historical counts
To view historical counts, click the View icon in the Actions menu.
The count history includes reason codes, date and time stamps, and codes identifying each participating cashier.
To view non-count cash activity for a cash drawer or safe, select Cash Audit on the device and then view Cash Activity.