Introducing: Cash Handling, Redesigned
manage your money more efficiently than ever before.
New updates mean more efficient workflows! With our latest version of Treez, you’ll notice some big changes to our Cash Handling module that go beyond its fresh, modern design. While the same features and functionality will still be there, we’ve added—and enhanced!—the ability to perform End of Shift and Close of Shift functions, as well as adding, editing, or removing Cash Drops. All from a single, centralized location.
Psst! Before you get too nervous, both the ‘Close Shift’ and ‘Cash Drop’ pages will still be there for the time being; however, their interfaces will mirror the new design. So, regardless of where you choose to perform these tasks in the short term, you’ll still need to take a moment to learn the ropes.
Let’s go over exactly what you can expect.
Changing Workflows: Ending/Closing Shifts & Performing Cash Drops
The biggest changes you’ll notice, are located in the Shift Report section of Cash Handling. In addition to the ‘Overview’ page you’re used to seeing, we’ve also added a ‘Daily Totals’ tab, where you can view end of shift data similar to the End Of Shift report, and a ‘Cash Drop’ tab, where you can add, edit, or remove drops associated with a given drawer.
Let’s start by taking a look at how you’ll perform cash drops going forwards.
Performing Cash Drops
There are two ways to initiate a cash drop from the Cash Handling module. Which option(s) are available to you will depend entirely on the status of the shift — Open or Ended. The only difference between these two methods is that once a shift has been ended or a cash drop has been completed, any additions or edits will need to be made directly from the ‘Cash Drop’ tab.
*If you’re still using the Cash Drop page (via Daily Procedures > Cash Drop) method 2 will be the most applicable to you.
If a shift is still open, both options for initiating a drop are available to you. All-in-all, how you go about it is simply a matter of preference.
From the ‘Overview’ tab, locate the drawer you wish to perform a cash drop on. If there are too many shifts cluttering up this view, you can use the ‘Click to Enable Date Filtering’ button to narrow down your visible options by date or shift status. Once you’ve located the correct drawer, click the Shift Options (...) icon and select Cash Drop. This will open a window where you can enter the amount of the drop.
After a shift has been ended, any cash drops will need to be performed via the ‘Cash Drops’ tab. Once here, click on the desired drawer and tap the ‘+’ icon. Then, enter the bills/coins in the cash count fields and hit Complete.
If the drop was made in error or if it was entered incorrectly, you can click on the desired drawer from this view and use the edit or trash icons to make the necessary changes.
Now, let’s take a look at how you can go about ending a closing a shift through the Cash Handling module.
Ending a Shift
Let’s say an employee forgets to end their shift in Sell Treez. Managers now have the ability to end the shift for them by clicking on the “Shift Options” icon, as shown below.
The options displayed when the (...) icon is clicked are dynamic based on shift status and are meant to guide you towards one of the next natural steps in your daily processes. For open shifts, this is either performing a cash drop or ending the shift. For ended shifts, this is closing a shift or reprinting the end of shift receipt, and for closed shifts, this is only reprinting the end of shift receipt.
Great! Now, let’s move on to what you can expect when you go to close out a shift.
Closing a Shift & Adjusting the Float
Closing out a shift is a necessary step in managing your day-to-day operations. And thanks to our revamped design, not only will you be able to enter more payment types than ever before, you’ll also be able to seamlessly adjust the next shift’s float amount to account for any extra change being left in the till.
From the ‘Overview’ tab, you can use the Shift Options (...) icon to select Close Shift and open our new “Close Shift” window. This is where you’ll enter end shift actuals for your various payment types. Similar to how the cash drop window functions, clicking on the carrots in any of the bills/coin fields will display denomination boxes where you can enter the number of each denomination, not the value, in lieu of a cash counter.
Regardless of whether your float remains consistent shift-to-shift or if it’s adjusted daily, you’ll need to confirm the number entered in the ‘Ending Float Bills/Coins’ fields (which defaults to the beginning float amount) matches the amount being left in the drawer, before entering the remaining cash in the ‘Cash Drop Out Bills/Coins’ fields.
The important thing to remember here is that your cash should only be accounted for in one place. Meaning, the amount of cash being left in the drawer for the float is separate from the ‘Cash Drop Out’ amounts and vice-versa. If you make any changes (+/-) to the float, this will affect the amount of cash that’s transferred to the Main Vault, but won’t affect the ‘Total Shift Actuals’. That’s always going to be the amount of money actually transacted on that drawer during the shift.
Once this process is complete, the sum of the amounts entered in ‘Cash Drop Out’ fields, plus or minus the float difference that gets accrued when the float is adjusted, will be transferred to the Main Vault. Additional payment types will be routed to the accounts you have configured to receive them (via Configurations > Config Page > Cash Handling > Payment Types).
Daily Totals Tab
After a shift has been closed, payment information, including ‘Actuals’ and ‘Differences’ by drawer, will populate on the ‘Daily Totals’ tab. Should you need to, you can update any actuals by clicking on the edit icon next to the corresponding drawer.
That’s it! Now you can go confidently into performing cash drop, turning over shifts, and adjusting floats within our new, more intuitive Cash Handling module. And don’t worry, if you still have questions, check out our Help Center or drop us a line via email or live chat.
Still craving a little more guidance? Print out this PDF and hang it around your shop as you and your staff become more familiar with the new processes.