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Cash Drop Overview

Record cash and check drops when you move excess money from the cash drawer to the safe or bank, then view or delete cash drop entries.

Written by Kate Biel

📝 Overview

The software lets you record and track cash and check drops. A cash drop is an amount of cash removed from the cash drawer and placed in the safe or sent to the bank for deposit. Cash drops are typically performed to remove excess money from the drawer and place it in the safe until the balance can be reconciled. There's no limit on the number or cash amount of drops you can take.

➕ Add a Cash Drop

You can record a new cash drop in either of two ways.

💰 From the Cash Menu

Record a cash drop directly from the Cash pull-down menu in the top toolbar.

  1. In the top toolbar, click the Cash pull-down menu.
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  2. Click New Cash Drop.

  3. The Add Cash Drop dialog box appears.
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  4. Enter the amount in cash being dropped.
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  5. Enter the amount in checks being dropped.
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  6. Select the employee from the pull-down list. If password protection is enabled for this feature, the employee logged in will be recorded automatically.
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  7. Click OK.

📋 From the Cash Drop Tracking Screen

Record a cash drop from the Cash Drop Tracking screen, where you can also view and delete entries.

  1. In the top toolbar, click the Cash pull-down menu.
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  2. Click View Cash Drops.

  3. Click the Add Cash Drop button on the left side of the screen.
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  4. The Add Cash Drop dialog box opens.

  5. Enter the amount in cash being dropped.
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  6. Enter the amount in checks being dropped.
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  7. Select the employee from the pull-down list. If password protection is enabled for this feature, the employee logged in will be recorded automatically.
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  8. Click OK.

👀 View Cash Drops

The Cash Drop Tracking screen is typically used by the business owner or manager to view, delete, and add cash drop entries. You can't edit an existing cash drop entry.

💡 Pro tip: We highly recommend password protecting the Cash Drop Tracking screen.

  1. In the top toolbar, click the Cash pull-down menu.
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  2. Click View Cash Drops.

  3. All cash drop entries appear in a table.
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  4. To narrow the selection, use the search box or click the Search By Date button. In the Search By Date dialog box, you can filter the data several ways, including preset options like Today, Yesterday, Last Week, or All Dates. You can also choose a specific date or a custom range of dates.

🗑️ Delete a Cash Drop

Deleting a cash drop entry permanently removes it from the database.

  1. Click the entry you'd like to delete.
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  2. Click the Delete Cash Drop button on the left side of the screen.

  3. The Are You Sure? dialog box appears.
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  4. Click Yes to permanently delete the entry from the database, or click No to keep it.

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