Cash handovers at shift end
The expected cash is calculated for you; you count and confirm. Shortages are recorded, not absorbed.
At the end of a shift, the cashier's expected cash is not something anyone works out by hand: it is built from their cash sales, cash refunds, cash expenses and supplier payments since their last handover. They count the drawer, enter the figure, and the difference — over or short — is stored as a real number. A shortfall that is not resolved carries into their next handover, so nothing quietly disappears.
Open Cash Management → Cash Handovers → New. Choose the cashier; the period since their last handover and the expected cash fill in automatically.
Count the drawer and enter the amount. The difference shows immediately. Choose where the cash goes — the Safe or the Bank.
Confirm. The handover posts to treasury, and any shortage stays attached to that cashier. Only the most recent handover for a cashier can be edited or deleted — the chain before it is fixed.
Cash Handovers → Daily prints one sheet for the day across all cashiers; use it as the closing document.
Good practice
- Do the handover at every shift change, not once a day. Two cashiers on one drawer with one handover cannot be reconciled.
- The Cash report (Insights → Cash Report) shows each cashier's balance live during the day — a quick check before the handover.