A shift is one register's working day with one cash drawer. Every cash sale, cash refund and cash movement is recorded against it, and closing it gives you a Z-report with the counted cash and any difference. Nothing can be sold until a shift is open.
Open a shift
- Open the register. With no shift open it shows No open shift and the Open shift dialog.
- Enter the Opening cash float — the change you put in the drawer. Leaving it blank opens with 0.
- If your store has warehouses, choose the Warehouse / location this register sells from. Your primary warehouse is pre-selected.
- Check the Register name (for example Cash register 1). Click Rename to change it on this device.
- Click Open shift.
Each register (each device) has one open shift at a time. Opening a shift on a register that already has one simply joins it.
Hand the drawer to another cashier
- Click Lock.
- The next person picks their name under Who's using POS? and enters their PIN.
- They are clocked in to the open shift and every sale from now on is recorded under their name.
More > Shift > Staff on this drawer lists everyone on the shift: the person who opened the drawer (Owner), when each person joined, and who has clocked out. Anyone except the drawer's owner can Clock out; the owner closes the shift instead.
Record cash going in or out
- Go to More > Shift.
- Under Record cash movement, pick Drop to safe, Paid in, Paid out or Manual refund.
- Enter the Amount and a Reason, then click Record movement.
Anyone can record a paid in. Paid out and manual refunds need the Process refunds permission, and drops need Close shift (end of day).
These are recorded for you: cash sales (including the cash part of a split payment and cash paid now on a pay-later bill), cash refunds, and pay-later payments taken in cash (as a paid in).
Expected cash
Expected cash = opening float + cash sales + paid in − refunds − drops − paid out. It counts cash only; card and UPI payments are not part of the drawer. Totals so far and the Movements list on the same screen show every entry.
X-report: a snapshot during the day
Click View X-report on More > Shift at any time. It shows cash sales, refunds, drops, paid in, paid out, the opening float and the expected cash. The shift stays open.
Close the shift
- Count the cash in the drawer.
- On More > Shift, under End of day, click Close shift….
- Enter the Declared cash counted and, if you like, a Note.
- Check Expected cash, Declared cash and Variance (counted minus expected: green when it matches, amber when over, red when short).
- Click Close & generate Z-report.
Closing needs the Close shift (end of day) permission. The Shift closed card then shows the Z-report: the day's cash totals with the declared amount and the variance. Review it, then click Start a new shift when you are ready.
Force-close a shift someone left open
Owners, staff admins and managers with the close-shift permission see Force close… on More > Shift.
- Click Force close….
- Enter a Reason. Add the Declared cash if someone counted it — if you leave it blank, the declared cash is set to the expected cash, so the variance is 0.
- Click Confirm force-close. The Z-report is marked Force-closed with your reason.
Force-close works on the shift that is open on the register you are using.
Where to find past shifts
- More > Activity lists every shift opened, closed and force-closed, and every clock-in and clock-out. Show details on a close shows the declared cash, expected cash and variance.
- More > Reports has a Cash drawer section with cash sales, paid in, cash refunds, paid out and drops for any period. See POS reports: day-end sales, payments, items, staff and tax.
The Z-report itself has no print button, so take a photo or screenshot of it if you file paper records.
Common issues
- "You do not have permission to close shifts" — ask a manager to close it, or give the person the Close shift (end of day) permission.
- "The sale is saved, but … in cash could not be recorded in the drawer" — add that amount on More > Shift as a Paid in.
- The drawer is short every day — check that expenses taken from the drawer are recorded as Paid out and cash taken to the safe as Drop to safe.