A cashier closes the shift and the accountant books it
Who is involved
| Role | What they do |
|---|---|
| POS cashier | Counts the drawer and closes the session. |
| POS manager | Looks into any difference the alert reports. |
| Accountant | Reviews and posts the shift entry. |
Step by step
- POS cashier
Opens Close the till and enters the counted amount for each payment method.
What they see:Expected and counted sit side by side.
- POS cashier
Confirms the close.
What they see:The report is frozen and the number of bills carried over is shown.
- POS manager
Reads the in-app and e-mail message if the difference reached the alert amount.
What they see:It says short or over, by how much and who counted.
- POS manager
Opens the session and its Z-report.
What they see:Each method shows expected, counted and the difference.
- Accountant
Opens the draft entry for that shift in Accounting.
What they see:It shows takings per method, sales and tax per rate, tips owed and rounding.
- Accountant
Posts the entry.
What they see:The shift is in the ledger once.
Who is told what
Cash count off goes to people who can close another person's session, in the app and by e-mail. The quiet Cash session closed message can be switched on in notification settings.
Related
- Point of Sale
- Accounting & E-Invoicing
- Notification Centre
- A customer returns goods and a manager approves the refund
- A discount above the cashier's limit needs a manager
- A dish is cancelled after it went to the kitchen
- Ask the assistant about the till, or have it do the work
- Sales, shifts and shops carry their own discussion
- Team workflows