Cashier Shift at the POS
A cashier shift tracks the cash in the drawer from opening to closing. The cashier enters the opening cash, records money going in and out during the day, and at closing counts the drawer and compares it with the figure from the system. Any difference shows straight away.
Cashier shift is available from the Growth plan. On the Free plan the Cashier shift screen still opens, but it shows a message to upgrade.
Open the Cashier shift screen
In the POS, tap the Cashier shift row on Home. You can also go through More → Cashier shift (phone) or Settings → Cashier shift. The same screen is in the Cashier inside the Dashboard app.
One drawer (one till at one branch) can have only one open shift. If the last shift was not closed, close it before opening a new one.
Open a shift
- On the Cashier shift screen, tap Open shift.
- Enter the Opening cash in the drawer: the change already there before selling starts. 0 is fine.
- Add a note if you like, then tap Save.
While the shift is open, every sale made at the till is attached to it automatically. You do not need to set anything on the sales screen.
While the shift runs
The Shift in progress card shows the latest figures:
| Figure | Meaning |
|---|---|
| Opening cash | Cash in the drawer when the shift opened |
| Cash sales | Sales paid in cash during this shift |
| Non-cash sales | Transfer, QRIS and other payments. For information only; they are not part of the drawer count |
| Cash in | Money you added to the drawer |
| Cash out | Money you took out of the drawer |
| Should be in the drawer | Opening cash + cash sales + cash in - cash out |
The server calculates every figure, so they match what the owner sees elsewhere. Pull down to refresh.
Cash in and cash out
Tap Cash in when you add money to the drawer (for example more change). Tap Cash out when you take money out (for example to buy bags or pay a delivery fee).
- Enter the Amount (more than 0).
- Cash out needs a reason. The reason for cash in can be left empty.
- Every cash in and cash out appears in the Cash in / out list below the card.
A cash refund made from the Dashboard is also recorded automatically as cash out on the shift that is open.
Record an expense
Record an expense saves a shop cost (electricity, daily wages and so on) with a name, an amount and a note. The date is today in the shop's time zone.
Only the Owner and Admin can record expenses. A cashier who tries sees Your role cannot do this yet. Ask the shop owner. Expenses recorded here go into the expense report in the Dashboard. They are not cash out, so they do not reduce the drawer count. If the money really came out of the drawer, also record it as Cash out.
Close a shift
- Tap Close shift.
- Look at Should be in the drawer, then count the cash that is really in the drawer.
- Enter Cash counted in the drawer. The difference shows straight away: Exact, Over or Short.
- Add a note if needed (for example the reason for a difference), then tap Close shift.
Difference = cash counted - cash expected. A negative number means the drawer is short.
After closing, the screen shows the Shift summary with all the figures above, the cash counted and the difference. These figures are stored on the server and do not change even if an order is edited later.
Share the summary
Tap Share summary to open the phone's share menu, then send the text summary by WhatsApp or another app, for example to the shop owner. The summary has the shop name, the cashier name, the opening and closing times and every shift figure.
Printing the summary on a Bluetooth printer is not available yet. For now, share it as text.
If something goes wrong
| Message | What to do |
|---|---|
| Cashier shift is on the Growth plan and above | The shop's plan does not include cashier shift. The owner can upgrade in the Dashboard |
| Your role cannot do this yet | Your role has no permission for that step (for example recording an expense). Ask the shop owner |
| No connection | Shift needs internet. Check the connection and try again |
| Enter the opening cash (0 is fine) | The opening cash is empty. Enter 0 if the drawer really has no cash |
| Write the reason for the cash out | Cash out needs a reason |