To access your safes, you must first navigate to your Settings & Configuration Block, and then select the Safe Management Block.
What is a Safe?
Within MyBlackbird, safes (and registers) act as a cash ledger of daily sales and are meant to keep a running total of cash on hand. So, at the end of each shift, managers should be transferring cash from the stations to the safes and then physically moving that cash into the correct safes and stations so that the records match.
Please Note: Safe totals can be accessed only by Admin in the Accounting section, but Managers are still able to transfer cash from a station to a safe and vice versa.
How you organize your safes within MyBlackbird is completely up to you. In our example below, we’ve named our safes based on what they are used for. From the Safe Management Block, we can create new safes, delete current safes (that don’t have any money in them), and edit the names of the safes we already have.
Creating a New Safe
To create a new safe, we simply click the New Safe button in the top right corner of the dashboard. This will bring up a small window underneath the button that will allow us to name the new safe. Once you’ve decided on a name, simply click the Add button and a new safe with your chosen name will appear on your dashboard.
Editing/Deleting a Safe
To edit a safe, simply click the safe you're looking to adjust and select the Edit button. This will bring up a window where you can change the safe name. If you want to check the balance of the safe (admins only), or if you want to transfer funds to/from it (managers/admins only), you’ll need to do that in the accounting section of your POS.
Once you’ve decided on a new name for your safe, simply click the Add button.
To delete a safe, you simply need to click the red Remove button.
That’s pretty much all there is to managing your safes! If you have any further questions, feel free to reach us anytime by clicking on the help chat in the bottom left of your screen. We’re always happy to help!