This page covers shift management in the web admin (browser). To open or close a shift from the waiter app on a phone or tablet, see Opening and Closing Shifts on the ePOS App.
Permissions
You need the following to work with shifts:- View Shifts — browse shift history and open shift detail pages
- Open Shift — start a new shift and record cash-in/cash-out transactions on an open shift
- Close Shift — run the Close Shift Wizard to end a shift
- Manager Override — required conditionally when cash variance exceeds the allowed threshold
Shift history
Go to Shift Management in the sidebar to see a paginated list of all shifts for your branch. Each row shows the opening time, closing time, who opened the shift, starting cash, total sales, and current status (open or closed).Filtering shifts
Use the filters at the top of the list to narrow down the results:| Filter | Options |
|---|---|
| Status | All, Open, Closed |
| Start date | Pick a date to show shifts opened on or after that date |
| End date | Pick a date to show shifts opened on or before that date |
Opening a new shift
Click 'Open Shift'
The button appears at the top of the Shift Management page when no shift is currently open for the branch.
Enter your starting cash
Type the amount of cash in the drawer at the start of the shift. This value must be 0 or greater.
Closing a shift from the history list
You can close an open shift directly from the Shift Management page by clicking Close next to it. This launches the Close Shift Wizard, described below.Shift detail
Click View Summary on any shift row to open the full detail page for that shift. The detail page shows:- Starting cash — the amount entered when the shift was opened
- Ending cash — the amount entered when the shift was closed
- Expected cash — calculated from starting cash plus cash sales and cash-in transactions, minus cash-out transactions
- Cash difference — the gap between expected and ending cash
- Closing notes — any notes entered when the shift was closed
- A full breakdown of sales by payment method, expenses, and individual cash transactions
Recording cash in and cash out
While a shift is open, you can record cash movements from the shift detail page.Enter the amount and reason
- Amount: must be at least 0.01
- Reason: brief description (up to 255 characters)
Printing the shift closing report
From the shift detail page you can print a summary of the shift:- Queue for printing — sends the report as a cloud print job to your configured receipt printer.
- Browser print — opens a formatted printable view in the browser, useful if the thermal printer is unavailable.
Close Shift Wizard
The Close Shift Wizard is a three-step process that guides you through counting the cash drawer and reconciling any variance before the shift is locked.Step 1 — Count denominations
Enter how many of each bill and coin denomination are in the drawer. The wizard supports the following values: 500 · 200 · 100 · 50 · 20 · 10 · 5 · 1 · 0.50 · 0.25 · 0.10 · 0.05 Only denominations that have been activated for your restaurant appear here. As you enter counts, the Counted Cash total updates automatically.Step 2 — Review variance
The wizard shows a side-by-side comparison:| Field | What it means |
|---|---|
| Expected cash | What the system calculated based on starting cash, sales, and cash movements |
| Counted cash | The total from your denomination counts in Step 1 |
| Variance | Counted minus expected (positive = overage, negative = shortage) |
Step 3 — Variance reason and manager override
Enter a variance reason (if required)
If the absolute variance is greater than 1.00, you must type an explanation before you can proceed. This is recorded in the audit log.
Request manager override (if required)
If the variance exceeds your branch’s override threshold, the wizard prompts for a manager override. A manager must enter their PIN or provide an override token to authorise the closing.See Manager Override PINs for Sensitive Actions for how override tokens work.
If the variance is 1.00 or less, you can close the shift without a reason or manager approval — the wizard completes in one click after Step 2.
Related
- Opening and Closing Shifts on the ePOS App — shift workflow on the waiter app
- Cash Register Sessions and Denominations — managing cash register sessions and setting up denominations
- Cash Approvals, Dashboard, and Register Reports — approving closed sessions and running X/Z reports
- Manager Override PINs for Sensitive Actions — how manager overrides work
- Daily Closing Report — end-of-day sales summary