The cash register module is available in the web admin browser dashboard. Cashier sessions are different from shifts: a shift tracks all sales and expenses for a working period, while a register session tracks physical cash in the drawer.
Required permissions
| Action | Permission needed |
|---|---|
| Open a session, record cash movements, count denominations at close | Staff with the Open Cash Register permission |
| Add, edit, or deactivate denomination values | Staff with the Manage Cash Denominations permission |
| Configure force-open rules | Staff with the Manage Cash Register Settings permission |
Opening a register session
Go to Cash Register > Cashier
Open the Cash Register section from the sidebar, then select Cashier. If you see an “Open Register” prompt, no session is active yet.
Enter the opening float
Type the amount of cash you are placing in the drawer at the start of the session. This is your Opening Float. The value must be zero or greater.If a shift is currently open, the system links the register session to that shift and aligns the opening float with the shift’s starting cash.
Recording cash movements
While the session is open you can record three types of cash movement. All entries require an amount and accept an optional reason note (up to 255 characters).Cash In — adding cash to the drawer
Cash In — adding cash to the drawer
Use Cash In when you put additional cash into the drawer for any reason other than a sale (for example, receiving change from a supplier, topping up float).
- Amount: minimum 0.01
- Reason: optional, up to 255 characters
Cash Out — removing cash from the drawer
Cash Out — removing cash from the drawer
Use Cash Out when you physically take cash out of the drawer (for example, paying a small expense, settling a petty cash request).
- Amount: minimum 0.01; cannot exceed the current expected cash in the drawer
- Reason: optional, up to 255 characters
Safe Drop — moving cash to the safe
Safe Drop — moving cash to the safe
Use Safe Drop to record transferring cash from the drawer to a safe mid-session without closing. Like Cash Out, the amount is validated against expected cash so you cannot drop more than is in the drawer.
- Amount: minimum 0.01; cannot exceed the current expected cash
- Reason: optional, up to 255 characters
Closing the register session
Closing the session requires you to count every denomination in the drawer. The system compares your count against the expected cash and flags any difference.Start closing
On the Cashier screen, click Close Register. The closing form loads the active denominations for your branch.
Count each denomination
For each denomination shown, enter how many notes or coins of that value are in the drawer. The form calculates a running Counted Cash total as you type.The session summary shows:
- Opening Float — the amount entered when the session was opened
- Expected Cash — opening float plus cash sales and Cash In, minus Cash Out and Safe Drop
- Counted Cash — the total you are counting right now
- Difference — Counted Cash minus Expected Cash (positive = overage, negative = shortage)
Add a closing note (optional)
You can add a note that will appear on the session record and in the Approvals screen.
Configuring denominations
Denominations are the note and coin values your staff count when closing a session. You need at least one active denomination before anyone can close a register session.Add a denomination
Click Add Denomination and enter the value (for example, 50, 10, 0.5, 0.05). Save to add it to the list.
Activate or deactivate values
Toggle the Active switch next to any denomination. Inactive denominations do not appear in the closing form. This lets you hide coin values that are not used at a particular branch without deleting them.
Denominations can be set at the restaurant level (shared across branches) or scoped to a specific branch. Contact your account owner if you are unsure which scope applies to your setup.
Cash register settings
The settings screen controls which staff roles are required to open a register session as soon as they log in, before they can do anything else.Enable force-open after login
Toggle Force Open After Login on. When enabled, any staff member whose role is listed below will be prompted to open a register session immediately after logging in.
Select the roles
In the Selected Roles list, tick every role that should trigger the force-open prompt. Super Admin is excluded and cannot be added to this list.