Template

Store Float Audit Checklist

by Vinay Jethwa, from the Community

10+

Standardize cash management with a store float audit checklist for retail locations. Verify expected float amounts against system records, record actual cash on hand, capture reasons for variances, and add notes and observations. Track site, date, location, and personnel, and ensure consistent cash handling across shifts and stores. Ideal for daily or weekly till checks and reducing discrepancies.

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With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
P.Q Clothing Branch Float Check
This retail branch float check template helps clothing store teams verify and record cash denominations (R1–R200), calculate total float and coins, and document float exchanges. It includes sections for branch and assistant manager details, location, date, and signatures to ensure accountability. Use it to standardize daily open and close procedures, improve cash control, and maintain accurate floats across locations, supporting loss prevention and consistent store operations.
by Gert Koorsen, from the Community
Downloads: 10+
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Template
Branch Cash Audit Guide and Float Management Checklist
Comprehensive guide for conducting branch cash audits, covering vault limits, daily reporting, money test packs, and float management. Essential checklist for cash center compliance.
by m m, from the Community
Downloads: 200+
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Template
Store Controls Audit - Finance
This Store Controls Audit – Finance checklist helps retail teams assess and document key finance controls in-store. Review cash handling and safe balances against the Cash Management System, verify Store Manager sign-offs on weekly finalisation and cash performance reports, and ensure notes and variances are within guidelines with actions recorded. Confirm daily scratch card counts and reconciliations, retention and review of paid outs, current user access to cash systems, and compliance with till float thresholds. Include Tesco Bank MoneyGram send/receive/refund reconciliations and training completion. Use this audit to reduce cash loss and strengthen compliance.
by John Wright, from the Community
Downloads: 10+
Get
Template
Finance Audit Checklist for Retail Sites
This finance audit checklist is designed for retail and convenience sites to standardize cash and inventory controls. It covers daily safe float counts, cash unders and overs tracking, Lotto and system reconciliation, and use of cash monitoring trackers. On-site checks include securing cash, till prompts, float verification, full till and pod counts, and G4S cash bag handling. Inventory controls span rolling stock checks, weekly high-value counts for tobacco, off licence, spirits, and scratch cards, variance investigations, and waste review. The checklist also audits paid outs, NMOP and drive-off documentation, and ATM procedures, with space for regional manager comments and sign-off.
by Matt garrett, from the Community
Downloads: 0
Get

P.Q Clothing Branch Float Check

This retail branch float check template helps clothing store teams verify and record cash denominations (R1–R200), calculate total float and coins, and document float exchanges. It includes sections for branch and assistant manager details, location, date, and signatures to ensure accountability. Use it to standardize daily open and close procedures, improve cash control, and maintain accurate floats across locations, supporting loss prevention and consistent store operations.

by Gert Koorsen, from the Community

10+

Get

Template

Branch Cash Audit Guide and Float Management Checklist

Comprehensive guide for conducting branch cash audits, covering vault limits, daily reporting, money test packs, and float management. Essential checklist for cash center compliance.

by m m, from the Community

200+

Get

Template

Store Controls Audit - Finance

This Store Controls Audit – Finance checklist helps retail teams assess and document key finance controls in-store. Review cash handling and safe balances against the Cash Management System, verify Store Manager sign-offs on weekly finalisation and cash performance reports, and ensure notes and variances are within guidelines with actions recorded. Confirm daily scratch card counts and reconciliations, retention and review of paid outs, current user access to cash systems, and compliance with till float thresholds. Include Tesco Bank MoneyGram send/receive/refund reconciliations and training completion. Use this audit to reduce cash loss and strengthen compliance.

by John Wright, from the Community

10+

Get

Template

Finance Audit Checklist for Retail Sites

This finance audit checklist is designed for retail and convenience sites to standardize cash and inventory controls. It covers daily safe float counts, cash unders and overs tracking, Lotto and system reconciliation, and use of cash monitoring trackers. On-site checks include securing cash, till prompts, float verification, full till and pod counts, and G4S cash bag handling. Inventory controls span rolling stock checks, weekly high-value counts for tobacco, off licence, spirits, and scratch cards, variance investigations, and waste review. The checklist also audits paid outs, NMOP and drive-off documentation, and ATM procedures, with space for regional manager comments and sign-off.

by Matt garrett, from the Community

Get

Store Float Audit Checklist

About author

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P.Q Clothing Branch Float Check

Branch Cash Audit Guide and Float Management Checklist

Store Controls Audit - Finance

Finance Audit Checklist for Retail Sites

You might also like

P.Q Clothing Branch Float Check

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