Cash shifts precisely track daily sales, transactions, and other revenue made by your staff. Cash shifts are handy for easy comparison, quick fraud prevention, and revealing human errors in daily cash operations.
To start a cash shift:
Log in to Poster POS app.
Enter employee PIN code.
Enter the change Balance to start a shift.
Click Open.
To see the cash shift metrics:
Go to Finances → Cash shifts in the management console.
Click the calendar at the top right to set the reporting period.
Click the cash shift to see metrics and transactions.
☝️ Cash and Cashless revenue indicate sales made during the cash shift.
☝️ Other income and Expenses indicate non-sale transactions made during the cash shift
To add non-sale transactions:
Tap ≡ at the top right and select Add transaction.
Select transaction type: Expense, Income, or Safe drop.
Enter the transaction amount and write a comment.
Tap Add.
Expense is a withdrawal to pay extra supplies, salaries, or other expenses
Income is a cash deposit to the cash drawer. Customer debt for example.
Safe drop is a transfer of daily proceeds to Safe deposit account.
☝️ Add a Safe drop transaction before finishing the cash shift. Transferring cash revenue from your Cash drawer to the Safe account reduces risks of robbery or theft.
To finish a cash shift:
Tap ≡ → Finish cash shift in Poster POS app.
Enter the remaining cash Balance after the safe drop.
Tap Done.
☝️ Closing a cash shift requires all the orders to be closed.
To allow closing shifts with open receipts, disable Prohibit closing the register shift if there are open orders at the register in Settings → Security.
Expected and Actual balances
Once the cash shift is closed, the Expected and Actual balances appear in Finances → Cash shifts. They show planned and actual amounts of cash by the end of the shift:
Expected balance is the shift's revenue according to Poster reports. Shift opening, sales, Other income, and expense transactions.
Actual balance is an actual shift closure sum according to cashiers.
☝️ In case the Actual balance is higher or lower than the Expected one, Poster marks such cash shift in red and creates an adjustment transaction to update the amount of cash transferred to your financial accounts.
How to fix variances and human errors in cash shifts read in our guide How to edit cash shift metrics and fix variances.
Feel free to contact our customer support if you have any questions or concerns. We're available in chat @joinposter.com and email contact@joinposter.com
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