CFM S4 Auditor Guide THE FUTURE OF CASH AUTOMATION

What Can I Do With The CFM Auditor Portal? The CFM Auditor Portal provides branch staff the following functionality: Device Audit – empty / re-load your recycler, or adjust inventory on dispensers and coin devices. Device Test – perform a test of your cash device. This issues a reset command. Inconsistent Inventory Check – ensure your cash device totals are balanced. Transaction Journal – a historical record of all transactions performed on a device.

What Can I NOT Do With The CFM Auditor Portal? Fix your hardware – CFM is a software, and as such cannot unjam your machine, close the safe door, or replace parts. Device gnomes are in beta testing, but at this point feeding the little buggers is a problem. Create more money – if you run a cassette out of money, we do not spontaneously create more. This is a felony. Load your device. Help! My branch is on fire! – Please fill out a support request, in triplicate. We will get back to you within 24 hours.

Log in to the CFM Auditor portal Note: the URL to access the web portal uses the following format: :8443/cfms4/

Log in to the CFM Auditor portal Enter your User ID and Password. You system administrator will provide these credentials.

Log in to the CFM Auditor portal Select your Branch. This selection may be greyed out based on your system configuration.

Log in to the CFM Auditor portal Select the Drawer for the device you with to Audit. For audit purposes, either left or right drawer is acceptable.

Inventory Menu Select Inventory. This menu varies based on device type (dispenser or recycler). Dispenser Recycler

Inventory Menu, CDR Status Select Inventory > CDR Status This option pulls a current inventory, by denomination, for the device. Dispenser Recycler

Inventory Menu, CDR Status ( Dispenser ) This screen reports the following: Denomination : denomination assigned to the dispenser cassette (assigned at a hardware level). Cassette ID : ID of the dispenser cassette. Status : status of each cassette. Number of Notes : number of notes for each cassette / denomination Inventory : monetary value of notes per cassette / denomination. Coin : if using a coin dispenser, coin totals will be shown below. Select Close to exit this screen.

Inventory Menu, CDR Status ( Recycler ) This screen reports the following: Denomination : denomination assigned to the dispenser cassette (assigned at a hardware level). Cassette ID : ID of the dispenser cassette. Status : status of each cassette. Number of Notes : number of notes for each cassette / denomination Inventory : monetary value of notes per cassette / denomination. Enable / Disable Cassette : allows disable / enable of cassettes. Only applicable to devices that support this! Coin : if using a coin dispenser, coin totals will be shown below. Select Close to exit this screen.

Inventory Menu, Adjust Inventory Select Inventory > Adjust Inventory. This option allows you to adjust / assign the inventory for your dispenser / coin devices. Note: when using a Recycler, only coin can be adjusted this way. Dispenser Recycler

Inventory Menu, Dual Login Dual login control. Any time you are going to manipulate cash within a device, you will be presented with a dual login. A different user will need to log in to allow you to continue.

Inventory Menu, Adjust Inventory ( Dispenser Only! ) Adjust Inventory. The Add column adds cash to existing inventory. The Set column assigns a new value for the inventory. Example #1: In this example, the second $5 denomination shows -$15. ‘ Adding ’ $15 to this will results in a net $0 inventory. ‘ Setting ’ $15 will results in an inventory of $15. Example #2: In this example, the $100 denomination shows $1000. ‘ Adding ’ $500 will results in a net inventory of $1500. ‘ Setting ’ $500 will results in an inventory of $500.

Inventory Menu, Adjust Inventory Click ‘ OK ’ to continue.

Inventory Menu, Adjust Inventory Click ‘ Confirm ’ to accept changes.

Inventory Menu, Adjust Inventory Click ‘ Done ’ to complete changes.

Inventory Menu, CDR Test Select Inventory > CDR Test This option will test connectivity to the recycler, issuing a ‘Reset’ command to the device. Dispenser Recycler

Inventory Menu, CDR Test Select Inventory > CDR Test If functioning correctly, the system will report ‘Device test is successful.” Should an error occur with the device, it will be reported here.

Inventory Menu, CDR Empty ( Recycler Only! ) Select Inventory > Empty When Auditing a Recyler, common practice is to ‘Empty’ the device, then reload the cash, taking note of before and after cash totals.

Inventory Menu, Dual Login Dual login control. Any time you are going to manipulate cash within a device, you will be presented with a dual login. A different user will need to log in to allow you to continue.

Inventory Menu, CDR Empty ( Recycler Only! ) The CDR Empty screen displays the following information: Denomination – note value. Cassette status – status of the individual cassettes. Notes Before Depleting – notes reported in the device prior to empty. Notes Depleted – number of notes emptied for each cassette.

Inventory Menu, CDR Empty ( Recycler Only! ) You can empty individual cassettes using the ‘ Empty ’ button provided for each cassette. You can use ‘ Empty All ’ to empty all cassettes.

Inventory Menu, CDR Empty ( Recycler Only!) Once a cassette has been emptied, the ‘ Empty ’ button will no longer be available. Notes Depleted will be updated with the number of notes dispensed. Press Close to complete the process.

Inventory Menu, CDR Load ( Recycler Only! ) Select Inventory > Load This option will allow you to re-load your cash device after an audit.

Inventory Menu, CDR Load ( Recycler Only! ) The device will automatically begin looking for notes in the input tray. Note: the system will check for input for 15 seconds. After 15 seconds, this process will automatically cancel and take you back to the main screen.

Inventory Menu, CDR Load ( Recycler Only! ) Once cash has been loaded, the following fields will be updated: Notes Deposited – notes input during this load. Amount Deposited – value of notes loaded. Notes After Deposit – previous notes, plus recently loaded notes. Amount After Deposit – previous amount, plus amount recently loaded.

Inventory Menu, CDR Load ( Recycler Only! ) You may continue loading notes, or hit Finish to complete the process. Note: you can use Pause to pause the countdown for auto-release, should you need to delay the process temporarily.

Inventory Menu, Inconsistent Inventory Check ( Recycler Only! ) Select Inventory > Inconsistent Inventory Check. This option is used when your cash device’s inventory does not match CFM’s internal inventory. This may occur around hardware errors, such as jams, misfeeds, or loss of connectivity.

Inventory Menu, Inconsistent Inventory Check ( Recycler Only! ) Out of balance cassettes will be highlighted in red. To correct an out of balance, hit the Empty / Correct button. This will empty the cassette (if it contains notes), and reset the totals to zero ($0.00).

Inventory Menu, Inconsistent Inventory Check ( Recycler Only! ) Once corrected, the Empty / Correct button will no longer be available. Repeat this process for each impacted cassette. Click Close to complete the process.

Report Menu, Transaction Journal Select Report > Transaction Journal. The transaction journal is a historical record of every transaction performed with a cash device.

Report Menu, Transaction Journal By default, all transactions for the device will be displayed. Search functions are provided to narrow down your results: Branch Device Transaction Type Min / Mix Amount Date Range CFMS4 User (auditor level) Core User (core user ID)

Report Menu, Transaction Journal Each line below represents a single transaction. Transaction ID, Device, User, Core User, Time, transaction Type, and Amount are provided. Additional details can be obtained by clicking the Transaction ID or Amount hotlinks.

Report Menu, Transaction Journal Clicking the Transaction ID displays additional details. If an error was encountered during a transaction, such as a jam or other hardware related problem, the Error column will display this information.

Report Menu, Transaction Journal Clicking the Amount displays additional note details. This displays the Denomination, number of Notes In or Notes Out, and the monetary Amount for each denomination.

Report Menu, Transaction Journal Press Close to exit the Transaction Journal.

CFM Support  Should you have questions, or would like additional training with your branch staff, please contact CFM Support.   Phone: