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Record a coin collection

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A collection record adds a dated, attributed marker to transaction history. Reports can then calculate coin activity between collection points more accurately.

Training video

Download original WebM — Coin collection record

Walkthrough

  1. Open Admin, then Collect.
  2. Choose the correct account and location.
  3. Review devices discovered in the room.
  4. Select only machines included in the physical collection.
  5. Remove and secure coins according to your organization’s cash-handling procedure.
  6. Select the collection action in the app at the time collection is completed.
  7. Confirm the app records the collection point.
  8. Verify selected machines and timestamp before leaving the location.

Why collection points matter

Coins may enter a machine immediately before or after collection. A collection point records when collection occurred and who recorded it, allowing collection reports to compare one point with the next. Without a recorded point, hourly transaction reports provide estimates but cannot identify the exact physical collection boundary.

Cash handling: App record does not replace required counting, custody, reconciliation, deposit, or discrepancy procedures.