Cash Counter User Guide - Commonwealth Bank of Australia

Cash Counter User Guide - Commonwealth Bank of Australia
1.
Commonwealth Bank
CommBank
Cash Counter
User Guide
Version 2.0
Updated Wednesday, 11 March 2015
Cash Counter User Guide
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Cash Counter User Guide
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Cash Counter User Guide
Contents
1. Introducing Cash Counter ............................................................................................ 6
2. 1. Getting started ........................................................................................................... 8
Finding your way around the app .................................................................................... 8
3. 2. Entering cash amounts .......................................................................................... 10
Registering cash amounts ............................................................................................. 10
Saving cash amounts .................................................................................................... 11
4. 3. Generating reports .................................................................................................. 13
Generating average reports .......................................................................................... 13
Viewing cash reports by period for all terminals ........................................................... 14
Viewing cash reports by period for one terminal ........................................................... 15
Emailing cash reports .................................................................................................... 16
5. Need help? ................................................................................................................... 18
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Cash Counter User Guide
1.
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Cash Counter User Guide
Introducing Cash
Counter
Welcome to Cash Counter — a handy business app for keeping track
of your sales and cash flow.
1
2
3
Easy
Keep track of all your cash sales for multiple terminals in just a few clicks.
Portable
Cash Counter comes pre-installed on your Albert device, so you can use it anywhere.
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.
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Cash Counter User Guide
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Cash Counter User Guide
2.
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.
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
Menu

Press the Merchant Context button or 2
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.
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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
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Cash Counter User Guide
2. Entering cash
amounts
3.
Cash Counter offers manual and automatic options for entering cash
amounts.
In this section:


Registering cash amounts
Saving cash amounts
Registering cash amounts
Manual total
1.
Tap the Manual Total button on the
Cash Counter home screen.
2. Input the total cash amount on the
touch screen keypad.
3. Tap the Save button.
Manual
Total
Coin/note amount
1.
Tap the Coin/Note Count button on
the Cash Counter home screen.
Coin/Note
Count
Select
denomination
2. Choose a coin 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.
3. If you want to edit an amount, tap the
coin or note image. Tap Clear to reenter the amount.
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Cash Counter User Guide
Saving cash amounts
1.
Tap Save to save the cash amount.
2. Enter the float amount. Tap Save.
3. 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 cash
input
Tips


If there’s already a cash amount saved for the current day, you’ll 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.
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Cash Counter User Guide
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Cash Counter User Guide
4.
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.
2. Tap Average Report to show averages
for various periods in the past year.
Average
Report
button
3. View the report on the screen, or tap
Email to send it to an email address
(see Emailing cash reports).
Tips


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.
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Cash Counter User Guide
Viewing cash reports by period for all terminals
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
amounts for multiple terminals.
3. 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.
Cash
Report
button
4. The Select Date Range tab can show
up to 13 months of past data. To
change the date range, tap + or – then
tap OK.
5. View the report on screen, or tap Email
to send it to an email address (see
Emailing cash reports).
Timeframe
options
Custom
date range
Tip

Reports are emailed as .csv attachments that open in Microsoft Excel.
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Cash Counter User Guide
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
amounts for multiple terminals.
3. Tap any line item to show one terminal
cash report for the selected date.
Cash
Report
button
4. View the report on screen, or tap Email
to send it to an email address (see
Emailing cash reports).
List of daily
cash
accounts
Tip

Reports are emailed as .csv attachments that open in Microsoft Excel.
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Cash Counter User Guide
Emailing cash reports
1.
Tap Email when viewing the report on
screen.
2. Tap the input field to bring up the touch
screen keypad. Enter an email address.
3. 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 –
Merchant Level Cash Report (from
{date} to {date}).
Emailed
report
attachment
c. Cash report by period for one
terminal: Cash Counter – Terminal
Level Cash Report ({date}).
4. Tap Done when email entered, then
tap Send.
5. Email will not work unless the outgoing
email address has been set up in Albert
settings. 0.
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Cash Counter User Guide
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Cash Counter User Guide
5.
Need help?
We’re here to assist — whenever you need us.
Help with Albert,
App bank and
CBA Apps
1800 230 177
Help with third party
apps
1.
On Albert, tap the App bank app, or visit piappbank.com.au.
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.
Commonwealth Bank Business Service Centre
24 hours a day, 7 days a week
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