1192
Cali Financial Counts is the application that will be used for calculating the tip amounts, safe counts and drawer counts.
Contents:
The application launcher can be found on your desktop. In the event you need to reinstall the Cali Financial Counts application, follow the steps below.
-
Open Windows Explorer and navigate to the downloads folder.
-
Find the application named “Cali Financial Counts.msi” and double-click to run the installer.
-
Click Next at the “Welcome to the Financial Counts Setup Wizard” setup window.
-
Note: If you are performing a reinstall of the application, you will receive Modify, Repair or Remove Installation window. Click the Repair button to continue. If this is an initial installation, you will not see this window. Never click the Remove button.
-
-
When the installation has completed, you will receive the following window.
-
Click the Finish button to complete the installation.
IMPORTANT: You must first close any open Excel applications before continuing.
- Double-click the Cali Financials Counts shortcut which will be on your Windows desktop.
- When the calculator opens you MUST click the Enable Content button to use the application correctly.
The application has 3 pages. These pages can be accessed by clicking the tabs at the bottom of the application or the icon in the ribbon.
IMPORTANT: You must NEVER perform a Save As on this application. Use the Save buttons on the Ribbon.
|
Enter the team members who receive tips and/or counts cash |
|
|
|
Enter the managers who will be entering drawer and safe counts |
|
Calculates tips for team members |
|
|
Calculate the drawer and safe counts |
-
Open Tips - Will open the folder where you have saved your tips in a PDF format. You can also print previous days tips from this location.
-
Save Tips – Will save the current days tips in PDF format and overwrite if the current days tips exist. You can only save tips for the current day.
-
Print Tips – Will print the tips as shown the current screen. If the tips do not print correctly, you can adjust the layout by the following:
-
Validate you are on the Tip Calculator page
-
Click file
-
Click Print
-
Validate the scaling is set to Fit Sheet on One Page.
-
Click the back button to return to the application.
-
Reset Calculator – Will reset the current calculator and will ask you if you want to save the current tips. Saving will override the existing dates tips.
-
Save Counts – Will save on the current day drawer and safe counts.
This is where you will enter the names of the following team members:
- Team members who will receive tips and/or will update the drawer and safe counts.
- Managers who are responsible for entering drawer and safe counts
This is where the manager will every team member who will receive tips.
Enter each manager in the Configuration tab to display their name in the cash counts drop-down list.
AM/PM SHIFT – You’ll need the following
-
Printed checkout receipt from each team member.
-
Cash Tips chit printed from Terminal at end of shift.
-
Filled Out Catering Worksheet from AM/PM Shift
-
Employee Summary by Job report.
|
TIP OUT REPORT (Located the top of the Tip Out Report) |
|
|
Sales: |
Total sales from the AM shift, PM shift, and catering |
|
Total Tips: |
Total tips amount from the AM shift, PM, shift, and catering |
|
Discounts: |
Total Comp |
|
Cash Due: |
Total Cash Due |
|
To Host: |
Total amount assigned to Host(s), which is a percentage of the AM and PM servers |
|
To Server: |
Total amount assigned to server(s), for the AM and PM servers. |
This where the opening shift and closing shift managers will enter the drawer and safe counts.
-
Use the drop-down box to select the manager page who will be performing the cash counts for the shift. The managers names are pulled from the Configuration page.
-
You can review the cash counts from previous days using the drop-down box next to the current date. Note: You cannot make changes to Cash Count from previous dates.
