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.
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.
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.
☝️ 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.
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:
☝️ 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.
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