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Managers use the Approvals screen to review sessions that cashiers have submitted for closing, the Dashboard to track today’s cash totals at a glance, and the Reports section to generate detailed reconciliation and audit reports. All three areas are in Cash Register in the sidebar of the web admin.
You need the Approve Cash Register permission to approve or reject sessions, and the View Cash Register Reports permission to access the dashboard and reports. Staff with the reports permission can see all cashiers’ sessions; without it, they see only their own.

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Cash register approvals

When a cashier finishes their denomination count and submits a closing, the session enters a pending approval state. It stays there until a manager approves or rejects it.
1

Open the Approvals screen

In the sidebar, go to Cash Register → Approvals. By default you see sessions in the pending approval state for the current branch.
2

Filter the list

Use the filters at the top of the page to narrow down the sessions you want to review:
3

Review a session

Click a session row to expand its details. You can see:
  • The cashier’s counted cash (from the denomination breakdown they entered)
  • The expected cash (opening float + cash sales + cash in − cash out − safe drops)
  • The discrepancy amount
  • A breakdown of each denomination and how many were counted
4

Approve or reject

  • Approve — click Approve to finalize the session. This reconciles the closing and, where applicable, completes the shift closure.
  • Reject — click Reject, then enter a reason. The session is returned so the cashier can re-enter their counts or correct the discrepancy.
If a cashier’s variance is large, check whether the denomination configuration matches the actual bills and coins in circulation before rejecting. See Cash Register Sessions and Denominations for denomination setup.

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Register dashboard

The register dashboard gives you a quick snapshot of cash activity for the current branch, scoped to the sessions you have access to view. Go to Cash Register → Dashboard to see the following metrics: All figures are scoped to the current branch.

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Register reports

The Reports section has five report types, each on its own tab. Go to Cash Register → Reports.

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Choosing a report type

An X report is a mid-session read: it shows current totals without closing the session. Use it to check where things stand part-way through a shift. Select the open session you want from the session filter, then generate the report.
A Z report covers one or more closed sessions and shows the final reconciled figures: opening float, total cash sales, cash in, cash out, safe drops, expected cash, and counted cash. Use this as your end-of-day record.
Lists only sessions where the cashier’s counted cash did not match the expected amount. Shows each session’s discrepancy value alongside the cashier and date. Use this to spot patterns or recurring issues.
A line-by-line log of every transaction in the period: sales recorded, cash-in movements, cash-out movements, and safe drops. Useful for auditing where cash went during a session.
Summarises cash inflows and outflows grouped by the reason entered at the time of the transaction. Helps you understand the most common reasons cash left or entered the drawer.

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Filtering reports

All report types share the same filter bar:

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Printing and exporting

Once a report is generated, you can:
  • Print to thermal printer — sends the report as a formatted receipt to your connected receipt printer.
  • Print in browser — opens a print-ready version in your browser for standard paper printing.
  • Export to CSV or Excel — downloads the report data as a spreadsheet file for further analysis or record-keeping.
The X report is only available for currently open sessions. If you select a date range with no open sessions, the X report tab will have nothing to show.

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Permissions summary