Tips & Tricks - Track Accuracy of Your Receipts

One of the most critical elements of any business is tracking the receipt and deposit of your various types of payments. An important part of your daily practice is to add up your cash, checks and credit card receipts, and make sure those totals balance with the corresponding column totals of the Bank Deposit Summary, at the end of your Daily Report. This section of the report can go to the bank with you when you make your deposit. Doing this faithfully helps your track mistakes (honest or otherwise), making it easier to deal with lost cash or invoice copies.

Are you using multiple cash drawers or cashiers at your shop? AutoFluent® can help you track that as well! Use the Bank Summary Report to separate your cashier totals to reconcile your cash drawers. Select the Bank Summary report from the Customer Reports menu, and check the “Subtotal by Cashier?” option. There is also the option to Include Account Sales and Deposits Used, if you want to track more than just the deposits. This report will list and total transactions for each cashier, to also ensure accountability for transactions.