Information on the "Cash Skimming" feature.

Introduction

This article delves into the comprehensive process of configuring and documenting instances where cash is skimmed from a till. The focus is on capturing the skimming activity accurately within Centegra Plus, all while guaranteeing the accuracy of expected values during the cash-up process. This ensures that the declared cash count aligns seamlessly with the anticipated values when finalizing the cash-up count at a later stage.

How To Skim A Till

Skimming The Till

To skim a till: 

• Head to Revenue Management > Cash Events > Cash Events. 
• Select the "Cash Skim" (or similarly named) Cash Event Template. 
• Enter the Amount being skimmed.  
• Enter the Date & Time of the skim.
• Select [CREATE]

Confirm that the details are correct in the next page, then select [APPROVE].

The cash value expected in the till is reduced and there is a record of the skimmed amount.

Cashing Up A Skimmed Till

When cashing up the till at the end of the day: 

• Enter the cash from the drawer against the CASH denominations. 
• Enter the value of cash skimmed against the CASH SKIMMED denomination. 

Once the cash up is approved, both the cash count and skimmed count will get deposited to the same account and the physical cash can then be combined and handled accordingly. 

Configuration

To configure this feature, first configure the payments at company level. 

• Create A New Payment Media within Centegra Plus called "Cash Skimmed", and assign this to the same media type that cash is assigned to (usually, the media type is called "CASH" also.)
• Create A New Denomination called "Cash Skimmed" and assign this to the same media type.

Then, for each site requiring this feature: 

• Update The Existing Cash Up Count Template to add a new line to the template as follows:
  • Denomination: Select the new "Cash Skimmed" denomination created above.
  • Account: Select the same account that existing cash denominations within the cash count template are assigned to.

And finally, for each site requiring this feature:  

• Create A Cash Event Template for each till to use when skimming the till.
• Each cash event template should be configured using the Include Till Media Movement option, with the following defined:  
  • Till: Select the till from the list. (Include the till name in the description of the event template.)
  • Media Out: Select this as "Cash".
  • Media In: Select this as "Cash Skimmed".

Create a cash event template for each till as required.