Entering a Change Order

 Entering a Change Order

(Images can be enlarged by clicking on them)

Changer orders are always entered on Mondays and should be set for delivery on the closest Wednesday (2 days after the order).

Use the "#" to complete the section you are currently in. E.g. after you have finished ordering notes/coins, you will need to push the "#" to move to confirmation portion of the order.

1. Open the Admin Tracker file from dropbox
                    27 Hillsboro Shared --> Admin --> Admin --> Admin Trackers 2023

2. Call the Bank of America phone number provided in the file (1-866-617-2649) - listen to & follow the instructions from the automated recording. 
                   2.1. Our Client ID is: 1044704
                          Our Password is: 369024
3. Update the Admin Tracker with the denominations ordered and the confirmation number provided at the end of the call.
4. Initial in the indicated column to confirm you entered the change order. The last column is initialed once the change order has been delivered and the proper quantities have been verified.

Comments

Post a Comment

Popular posts from this blog

Safe Count

Image
  Completing the Safe Count (Images can be enlarged by clicking on them) The safe count is based on the Current Content  report. This report tells us exactly what the machine contains at the time of running the report; thus, we cannot accurately complete the safe count after tills or other exchanges have occurred. 1. Login to the recycler 2. Select "Reports" 3. Select "Current Content" and print the report. 4. Open the safe count file from Dropbox                     27 Hillsboro Shared --> Safe Count --> Find correct file for current date 5. Enter information from the Content Report into the safe count file                    5.1. Enter the quantities  from the "Coin Hoppers" and "Recycle Cassettes" sections                    5.2 Enter to total from the "Deposit Cassette A" sec...
Read more

Receipt Look Up

Image
 Looking Up Receipts (Images can be enlarged by clicking on them) 1. Open Focus. 2. Click on the "Checks" box. 3. Click "Find" along the bottom.  4. Change the date to the day the transaction occurred.  Once you reach this point, there are a few ways you can narrow your search. I will go over the 3 easiest ways ( A,   B & C ) to find a receipt in simplest-->complex order. A5. Enter the last 4 digits of the card number into the "Payment Account" section and then click "OK." A6. Any results will show all the transitions involving that card. OR A5. Click where it says "Employee" and select the server who rang in the tab and click "OK." A6. This will show all the tabs that server had on that day. Go through the tabs until you find the one you are looking for (use timestamps and tab totals to help you look). OR A5. Click the box under "Payment" and select the card type (Visa, MC, AMEX, Discover) used in the transa...
Read more