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Daily Tasks: Safe and Till Logs

This article explores in detail the Safe and Till logs.

Last updated 11 Nov 2022

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Introduction

This article covers three elements of your Daily Tasks in further detail. For further detail, we would suggest reading the Daily Task section from the beginning:

  1. Daily Tasks Explained
  2. Configuring your Daily Tasks
  3. Completing your Daily Tasks

There are then further articles covering Cash LogsHours Worked, and Incidents, Petty Cash, Handover.

UK


Safe Log

The Safe Log allows you to declare the total amount of cash in your safe.

Simply type the actual value of each denomination that you have and Kobas will automatically compare this against the value that was recorded as part of your opening tasks, and against the par value set in Venue Details. If there is any variance between these figures, an automatic email will be generated and sent to the venue’s manager, as well as any area managers (if appropriate), where this is set in Kobas System Preferences.

Safe-1

Note: This screen will also list any 'unbanked cash bags' on the Right-Hand side of the screen. To mark your Cash Bags as banked, please read this article.

Once completed, you will be able to find this log under Daily Tasks > Safe Logs, along with every other safe log that has been recorded. Here you can easily see if logs have been completed as part of opening and closing tasks, using a simple tick/cross system.

Those who have permission can edit figures on this page retrospectively. You can also view when people have made edits and what they changed the values to.


Till Float Log

Till Float Logs work similarly to Safe Logs. All that is required is to input the till float values as a part of your opening tasks, and then as part of your closing tasks. Any variance between Opening, Closing, or Par levels will generate an automatic email.

Till Float Logs do differ from Safe Logs in that you can either input the value of each denomination or simply the total value. If you input each denomination separately, as Kobas will then automatically calculate your totals.

Till Float

You can find all historical completed Till Float Logs by going to Daily Tasks > Till Float Logs. Those who have permission can edit figures on this page retrospectively. You can also view when people have made edits and what they changed the values to.