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Shift Reports & Cash Drawer Tutorial

Shift Reports help you track daily cashier operations, ensuring the physical cash in the drawer matches the recorded sales in the system.

1. Opening a Shift (Cashier POV)

When a cashier logs into the POS terminal at the beginning of the day (or shift):

  1. The system will prompt them to Open Shift.
  2. They must enter the Opening Cash (Float). This is the starting amount of cash in the drawer (e.g., Rp 500,000 for making change).
  3. Once opened, all transactions processed by that cashier will be recorded under this active shift.

2. Closing a Shift & Reconciliation

At the end of their shift, the cashier must close it to reconcile the drawer:

  1. The cashier selects Close Shift on the POS terminal.
  2. They perform a blind count of the physical cash in the drawer and input the Closing Cash Input.
  3. The system calculates the Expected Cash (Opening Cash + Cash Sales - Cash Refunds).
  4. The system compares the Expected Cash against the Input Cash to determine if there is a Shortage (Deficit) or Overage (Surplus).

3. Manager Audit & Approvals

As a Manager or Owner, you must review these shift reports in the Admin Dashboard to ensure financial integrity.

  1. Go to Settings > Shift Reports.
  2. You will see a list of all historical shifts. Click View Report on any shift to see the full Audit Reconciliation, Average Order Value (AOV), and Payment Breakdowns.
  3. Handling Discrepancies:
    • If a shift has a Shortage (Deficit), the system flags it.
    • You must review the report and click Approve to acknowledge the shortage and balance the books.
  4. Force Closing:
    • If a cashier forgets to close their shift before leaving, their shift status will remain "OPEN".
    • You can click the Force (Alert) button to forcibly close their shift from the Admin Dashboard.