Count Templates: Create

To create a new cash count template for a site: 

• Head to Company Settings > Payments > Cash Count Templates. 
• Select [NEW CASH COUNT TEMPLATE]. 

Within the New Cash Count Template page: 

• Name: Enter a name for the cash count template. 

To add count rows to the cash count template, select [ADD CASH COUNT TEMPLATE ITEM].

For cash count templates used for any reason, against the new count row:

• Denomination: Select the count Denomination. 
• Media Type: Displays the media type that the selected denomination is assigned to. 
• Allow Negative Count: Select this if users can enter a negative count against the denomination.

For cash count templates that are to be used within cash ups only, you can also select: 

• Account: Select the Site Account that cash up counts against this denomination will get moved into when the cash up gets approved. (For details on what type of account to select, Click Here.)
• Auto-Populate: Select this if the cash up count against this denomination should automatically populate when the cash up gets created, based on payments received against payment media assign to the same media type. This option is only available if the media type exists only once in the cash count template. 
• Hide: Select this if the denomination should be hidden from view within the cash up. This option is only available if auto-populate (above) is selected. 
• Deposit Cut Off: Select a deposit cut off time, if the auto-populated count needs to be split into two individual counts, one for payments received prior to the cut of time and the other for payments received after. (Typically used in 24 hour operations where the payment providers trading day varies to the Centegra Plus Sales Date setting.)

Repeat to add additional rows to the cash count template as required.

Once all rows are added, select [SAVE CASH COUNT TEMPLATE]. 

If required, the cash count template can be set as a Default Cash Count Template.