Permissions are noted where relevant. If a button or section is missing, check with your manager that your role has the right access.
Opening the day
Clock in staff
Each staff member opens the ePOS waiter app on their device and clocks in through the attendance screen. Staff who are required to clock in before taking orders must complete this step first — the system will block order-taking otherwise.See Clocking In and Out on the ePOS App for the full steps.
Open the shift
A staff member with permission to open shifts starts the shift for the day. This can be done from the ePOS app or the web admin.Web admin: Go to Shift Management in the sidebar, then click Open New Shift. Enter the starting cash amount and confirm.ePOS app: Open the Shift Management screen, tap the Active Shift tab, and tap Open Shift. Enter the starting cash float and confirm.See Opening, Closing, and Reviewing Shifts for more detail.
Open the cash register session
After the shift is open, the cashier opens their cash register session. In the web admin, go to Cash Register > Cashier and enter the opening float. If your branch has the force-open setting enabled, the register prompt appears automatically after login.The session links to the open shift. Sales, cash-in, and cash-out movements recorded during the day all roll up against this session.See Cash Register Sessions and Denominations for more detail.
Check table status and floor plan
In the web admin, go to Floor > Tables and confirm all tables show the correct status. If any tables are stuck in an unexpected state from the previous day, use the manual sync option to reset them.See Table Status and Manual Sync.
Confirm printers are healthy
Go to Settings > Printers and Devices and verify that each printer is online. Send a test print if you are unsure. Printer issues discovered before the rush are much easier to fix than mid-service.See Printer Configuration and Devices.
Taking orders through to payment
Create orders
Orders can be created in three ways:
- Web POS — from the browser dashboard. See Creating Orders on the POS.
- ePOS waiter app — waiters take table orders on their phone or tablet. See Taking Table Orders on the ePOS App.
- QR code — guests scan the table QR code and order from their phone. Orders flow into the system automatically. See Generating and Managing Table QR Codes.
Send kitchen tickets (KOT)
Once items are added to an order, send a Kitchen Order Ticket (KOT) to the kitchen. The kitchen team prepares items and marks them ready.See Kitchen Tickets (KOT) and Printing and the Kitchen Stations Overview.
Void items or process refunds when needed
If a guest changes their mind or an item needs to be removed after it has been sent to the kitchen, a staff member with the appropriate permission can void the item. Refunds on already-paid orders require a separate permission and, for amounts above your branch threshold, a manager override PIN.See Voiding Items and Processing Refunds and Manager Override PINs for Sensitive Actions.
Take payment
When the guest is ready, open the order and proceed to payment. You can split the bill, accept multiple payment methods, and add a tip.See Taking Payments, Splits, and Tips.
Mid-day cash tasks
Record expenses
If you pay for any operational costs during the day (supplies, deliveries, etc.), record them as expenses so they appear in the shift and daily closing report.See Recording Expenses and Categories.
Run safe drops
When the cash drawer accumulates more cash than is needed on the floor, perform a safe drop: go to Cash Register > Cashier, enter the drop amount and a reason, and confirm. The expected cash balance is reduced accordingly and the drop is recorded in the cash ledger.Safe drops are validated against your current expected cash — you cannot drop more than is expected in the drawer.
Closing the day
Close the cash register session with a denomination count
Go to Cash Register > Cashier and start the closing process. You will be prompted to count the cash in the drawer by entering a quantity for each active denomination (for example: how many 50s, 20s, 10s, and so on).The system calculates your counted total and compares it to the expected cash. If the difference is greater than 1.00, you must enter a reason for the variance. If the variance exceeds the branch threshold, a manager override PIN is required before the session can be submitted.Once submitted, the session moves to pending approval. Closing the register session also closes the linked shift.
Close the shift (web admin)
If you are closing the shift from the web admin (rather than the ePOS app), go to Shift Management, open the active shift, and use the Close Shift wizard. The wizard walks you through the same denomination count, variance preview, and variance reason steps.See Opening, Closing, and Reviewing Shifts.
Submit for manager approval
A manager with the “Approve Cash Register” permission reviews the pending session in Cash Register > Approvals. They can see the counted cash, expected cash, discrepancy, and denomination breakdown. They approve the session to finalise closing, or reject it with a reason if something needs to be corrected.See Cash Approvals, Dashboard, and Register Reports.
Review the daily closing report
Once the session is approved, review the day’s results:
- Daily Closing Report — a summary of sales, payments, voids, refunds, and cash movements for the day. Go to Reports > Daily Closing. See Daily Closing Report.
- Cash Register Reports — for a detailed view of the cash ledger, discrepancy history, or X/Z reports, go to Cash Register > Reports. See Cash Approvals, Dashboard, and Register Reports.
- Attendance records — confirm all staff have clocked out. See Staff Attendance Records (Web Admin).
Permissions summary
| Task | Permission needed |
|---|---|
| Open / close shift | Open Shift, Close Shift |
| Open cash register | Open Cash Register |
| View register and shift summaries | View Shifts, View Cash Register Reports |
| Cash in / cash out transactions | Open Shift |
| Close register with variance above threshold | Manager override |
| Approve or reject register sessions | Approve Cash Register |
| Void items or process refunds | Void permission or Process Refund permission (role-dependent) |