Title here
Summary here
End-of-Shift Actions
What you’ll learn
After reading this guide, you’ll be able to:
- ✅ Run shift checks and shift reports to track and reset sales totals
- ✅ Perform accurate cash counts at the end of each shift
- ✅ Review and reconcile cash variances in HQ
- ✅ Open the cash drawer outside of sales using a No Sale transaction
What you’ll need
- Manager or clerk access to the till
- Shift Check / Shift Report / No Sale function buttons on keyboard
- Receipt printer connected to the POS
- Knowledge of the starting float for the shift
Understanding Cash Reconciliation
Cash Reconciliation helps you reconcile physical cash in the drawer with expected cash from sales.
💡 Tip: This eliminates manual counting errors and provides instant variance feedback.
- Supports all venue sizes—from cafés to multi-till hospitality sites.
- Blind counting ensures operators enter figures without seeing expected amounts first.
Key Terms
| Term | Definition |
|---|---|
| Float | Starting cash in till at shift start |
| Counted Cash | Total cash physically counted by operator |
| Variance | Difference between Counted Cash and expected cash |
| Declared Float | Float entered into the system at shift start |
📖 What this means: The float is not part of cash taken during the shift. Always remove the float before counting to ensure accurate comparison.
Example:
- Float = $200
- Cash sales = $150
- Counted cash entered = $150 (float removed)
- Variance = 0
Running Shift Reports
Understanding Shift Checks and Reports
Shift checks and reports summarize sales and payment totals for the till since the last report.
- Shift Check (X Read): Prints current totals, does not reset them. Can run multiple times during a shift.
- Shift Report (Z Read): Prints totals and resets them to 0. Used at shift end with cash reconciliation.
🚨 Heads up: Requires a receipt printer to be set up and assigned to the till.
Running a Shift Check
- Requires Shift Check button on keyboard
- Press button → prints shift check docket showing running totals
- Totals remain active and continue accumulating
💡 Tip: Use throughout the shift to monitor sales performance.
Running a Shift Report
- Requires Shift Report button on keyboard
- Press button → Cash Reconciliation popup appears (if enabled)
- Complete cash count → shift report prints → totals reset to 0
✅ Best practice: Run a Shift Report at the end of every shift when balancing the drawer.
Cash Reconciliation
Enabling Cash Count (HQ & POS)
- Open Settings → Till Configuration
- Enable Display Cash Count
- Save settings
💡 Tip: The popup appears automatically when printing a Shift Check or Shift Report.
Entering Cash Count at the Till
- Press Shift Check (X Read) or Shift Report (Z Read)
- Cash Reconciliation popup appears
- Enter Float first
⚠️ Important: The system does not show “expected cash” before counting (blind count). This prevents bias and improves accuracy.
Float Entry
- Enter the float amount in one total
- Defaults to $0 if not declared
- System uses float to calculate net counted cash
Cash Count Options
| Option | What it does | Recommendation |
|---|---|---|
| By Denomination | Enter quantity of each coin/note; system calculates totals automatically | ✅ Most accurate, recommended for busy venues |
| Total Amount | Enter cash total (excluding float) manually | Faster, but less detailed |
Counted Cash Display
- Shows Counted Cash Total automatically
- Editable before confirming
Completing Cash Count
- Shift report prints immediately after confirmation
- ❌ Cannot cancel after confirming cash count
💡 Tip: Double-check entries before confirming to avoid errors.
Reviewing Cash Reconciliation in HQ
Viewing Shift Reports
- Navigate: Transactions > Shift Reports
- Key columns:
| Column | Description |
|---|---|
| Cash In Drawer | Total expected from sales |
| Float | Float declared by operator |
| Counted Cash | Physically counted amount |
| Variance | Difference (red if not $0) |
Reconciliation Variance Report
- Track recurring over/under-counts
- Identify staff training opportunities
- Detect procedural or potential loss issues
⚠️ Important: All reports exclude float from totals for accurate financial reporting.
Opening the Cash Drawer with a No Sale Transaction
You can open the cash drawer without a sale (e.g., swapping change or early opening).
- Requires No Sale function button
- Press No Sale → drawer opens, recorded in shift report and HQ sales list
💡 Tip: Use for valid operational reasons only; all No Sale transactions are audited.
Common Questions
Can float be skipped?
If float isn’t declared, enter $0, but remove physical float before counting.
Why blind counting?
Prevents bias and encourages accurate cash handling.
Can I cancel a shift report after counting cash?
No — the system locks the report after confirmation.
Can I perform a No Sale at any time?
Yes, if you have the function button enabled. All No Sale transactions are logged.
Best Practices
- ✅ Use denomination entry whenever possible for accuracy
- ✅ Separate float before counting
- ✅ Blind count every shift
- ✅ Review variances daily for training or procedural issues
- ✅ Train staff clearly on float handling and counting workflow
- ✅ Investigate recurring variances promptly
Next Steps
- Enable Display Cash Count on all tills
- Conduct end-of-shift cash counts via Shift Report
- Review variances daily in HQ
- Use No Sale button only for valid operational needs
Summary
✅ Reduce cash-handling errors and improve accountability ✅ Blind cash counts for accuracy ✅ Detailed or total-entry options for flexibility ✅ Monitor variances and trends via HQ reports ✅ Use No Sale function responsibly