Opening a shift, recording cash movements, and closing with a count

The shift belongs to the drawer, not the device: it opens with a counted amount and closes with a counted amount, and everything in between is recorded under the name of who did it.

Steps

1. On the sell screen press "Open shift", enter the "Opening cash count" (what is actually in the drawer after counting it), then "Open".
2. Sell through the day. When money enters without a sale or leaves without a formal expense (a debt payment, an amount for a supplier from the drawer, a deposit from the owner): press "Cash in / out during the shift", choose "Cash in" or "Cash out", enter the "Amount" and "Reason (optional)", then "Record".
3. At close press "Close shift" and enter the "Counted cash". If the blind count is on you will not see "Expected" before confirming.
4. The "Variance" appears: "Matches", "Over" or "Short". If it exceeds the allowed threshold you must write a "Reason for the variance…" before continuing.
5. Confirm. The shift ends and its report appears in "Settlements" (sales, returns, tender types, the variance, against the same day last week).

What happens in the books

An over or short is booked as a double-entry journal entry the moment the shift closes, so the cash balance on the balance sheet matches the drawer. Cash movements are booked each by its reason.

What the system does not do

It does not close the shift automatically at a set time, does not send its report in a message, and does not open a physical cash drawer.