View Terminal Balances

Terminal Balances is a Cash Management tool that is used by personnel at the site to view real time information about the quantity or amount of money in a device. It can be useful when viewing an Auto Sentry or Point-of-Sale (POS) to determine when money should be removed or added. Auto Sentry and Touch 'N Clean devices display the Quantity or Amount of money for each component that are installed as well as a combined total for each device.  Point-of-Sale (POS) devices show the total Cash and Checks that are in the terminal and do not keep track of individual bills/coins that are received for payment or given out as change.

To view the Terminal Balances for devices perform the following steps:

  1. Log on to WashConnect at the Local or Corporate level.

NOTE: Viewing the Terminal Balances for all devices at all sites can only be performed when logged into Corporate.

  1. From the Financial menu, select Cash Management, and then Terminal Balances.

The Terminal Balances tab appears.

  1. In the Site box, select a site or select All to select all available sites (Corporate Only).
  2. In the View box, select Quantity or Amount to display the Terminal Balances Report. (This will determine if the money shown for each device will display the quantity of bills/coins or the dollar amount of the bills/coins in the device.)
  3. Scroll down to view the real time terminal balances of each device by site.  The combined total of all devices per site appears in the Cash on Hand balance as the last device listed for each site. 
  4. Select the Refresh Balances button will refresh the balances of all devices listed on the page with the current time.

NOTES:    

  • When viewing the Auto Sentry or Touch 'N Clean terminal balances, the yellow boxes are the denominations that are available to either be accepted or dispensed from the device. 
  • The white boxes below the yellow denomination boxes are the current quantities or amounts of each denomination currently in the device for each component. 
  • If the component or denomination is not displayed, then that component or denomination is not used in that device.
  • The Total box tallies the dollar amount of all bills/coins for the device.

 


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