Open An Active Shift
Cash-in/Cash-out lists every currently open or on-break shift -- click one to open its cash drawer.
Result: Access to that shift's cash movement and remittance history.
Cash-in/Cash-out Guide
How to use Cash-in/Cash-out
Log cash movements against an active shift, and record manager cash pickups as remittances.
Primary Actions
Log A Cash Movement
Choose Cash In or Cash Out, enter the amount and a reason, then save.
Result: The drawer's expected cash total reflects the movement immediately.
Record A Remittance
Enter the amount being picked up from the drawer and a reason, then save (admin/manager only).
Result: The amount is deducted from available cash, and a matching cash-out movement is created automatically.
Recommended Workflow
- Open Dashboard > Operations > Cash-in/Cash-out.
- Select the active shift you need to record against.
- Log any cash movement (paid-out expense, till top-up, etc.) with a clear reason.
- When a manager picks up cash from the drawer, record it as a remittance rather than a manual cash-out.
- Review the 5 most recent remittances shown on the shift to confirm the pickup was recorded.
Best Practices
- Always give a specific reason for a cash movement -- it's the only record of why the drawer total changed.
- Record pickups as a remittance, not a manual cash-out -- remittance already creates the matching cash-out for you.
- Check Available Cash before entering a remittance amount; it can't exceed what's actually in the drawer.
Operational Notes
Own Shift Only, Unless Admin/Manager
A cashier can only add cash movements to their own shift. Admins and managers can act on anyone's shift.
Remittances Are Admin/Manager Only
Regardless of whose shift it is, only an admin or manager can record a remittance.
Cash Movements Only Apply To Open Shifts
A shift must still be open or on break to add a cash movement -- closed shifts are locked.