Summary
This guide explains how to manage money bags when preparing cash and cheques for off-site collection. The process involves closing your till/shift, managing both Small Bags and Big Bags, and registering sealed bags for off-site pickup. Ensure you include the Small Bag number during cashing up.
Step-by-Step Guide
1. Manage Money Bags Used for Depositing Money Off-Site
Unassigned Small Bags
These are individual money bags that have not yet been grouped or assigned to a Big Bag.
- Go to the Front of House section of the system.
- Navigate to Big Bag Management.
- Click on Unassigned Small Bags.
- Select the Small Bag you want to manage and choose one of the following options:
- Create Big Bag
- Assign to Open Bag
- Create Big Bag
Option A: Create Big Bag
Use this option to group one or more Small Bags into a new Big Bag.
a) Click Create Big Bag.
b) Confirm by clicking Create Big Bag again.
Option B: Assign to Open Bag
Use this option to add a Small Bag to an already open Big Bag.
a) Click Assign to Open Bag.
b) Select the open Big Bag you want to assign it to.
c) Click Assign to complete the process.
2. Manage Big Bags
Big Bags are larger money bags containing one or more Small Bags, which are prepared for off-site collection.
- Go to the Front of House section of the system.
- Navigate to Big Bag Management.
- Navigate to the Big Bags Tab.
- To adjust the contents of a Big Bag:
- Click Edit.
- Select the Small Bag you wish to remove.
- Click Remove Small Bags.
- Click Edit.
- Once you are satisfied with the Big Bag’s contents, click Seal Bag.
- A confirmation prompt will appear—click OK to proceed.
3. Register Sealed Bags for Off-Site Collection
- Once the Big Bag is sealed, navigate to the bottom-left corner and click Register Bag Off-Site.
- Enter the following details:
- Collection Reference: The reference provided for the off-site collection.
- Sealed Bag Number(s): The number(s) of the sealed Big Bag(s).
- Click Register Off-Site to confirm.
- A confirmation message will appear in the top-right corner of your screen to indicate success.
By following these steps, you can effectively manage Small Bags, consolidate them into Big Bags, and ensure proper registration for off-site collection.