Cash Counting Guide

Cash Counting Guide

Summary

Count the cash drawer at the beginning and the end of your shift to confirm your drawer has the accurate amount of money accounted for.

Counting and Opening Cash Drawer

Start each shift by counting your cash drawer and marking it as opened. The first step is to count the money in the drawer and assign the drawer to a device.  
  1. Go to Check Out or Navigation Menu
  2. Click Go to Check Out List
  3. Select Cash Counting
  4. Select Date
  5. Select Cash Drawer
  6. Select Shift
  7. Click Generate
  8. Enter the quantities of bills and coins
    1. Example: Entering 5 in the 10s category will show $50.00
  9. Select an option to open the drawer or record the values
    1. OPEN DRAWER to assign the counted drawer to the current device
    2. Record to save the quantities without assigning the drawer to the current device
    3. Cancel to leave the page and not save the information

Adding or Removing Cash

If change is going to be added to the drawer or to pay for lunch you’ll be removing cash from the drawer, simply log it using the Cash Paid In / Out function.
  1. Go to Check Out or Navigation Menu
  2. Click Go to Check Out List
  3. Select Cash In/Out
  4. Select Type 
    1. Cash Paid In is adding cash to the drawer
    2. Cash Paid Out is removing cash from the drawer
  5. Enter the Transaction By information
  6. Enter the Amount being added or removed
  7. Enter the person’s name of who the money is From or going to
  8. Enter the Reason the money is added or removed i.e. “Change”, “Tips” or “Lunch”
  9. Click Save
Some businesses note “Cash Paid Out” when they hand out tips at the end of the shift to balance the drawer.


Counting and Closing Cash Drawer

Throughout the day any transactions completed on the assigned device were logged for that specific shift & drawer.  At the end of the shift, simply count the money currently in the drawer to confirm your drawer is balanced.  
  1. Go to Check Out or Navigation Menu
  2. Click Go to Check Out List
  3. Select Cash Counting
  4. Select Date
  5. Select Cash Drawer
  6. Select Shift
  7. Click Generate
  8. Enter the quantities of bills and coins
    1. Example: Entering 5 in the 10’s category will show $50.00.
  9. Select an option to open the drawer or record the values
    1. CLOSE DRAWER closes the drawer permanently
    2. Record to save the quantities only without closing the drawer
    3. Cancel to leave the page and not save the information
Cash Drawers can be counted and closed from any device. Only when the drawer is opened does it assign the cash drawer to a device.

If your drawer is unbalanced, check the following reports to seek the possible solution:
  1. Checkout > Check Out List (unpaid tickets)
  2. Reports > Transaction Reports > Itemized Sales Report
  3. Reports > Transaction Reports > Daily Cash Drawer
  4. Reports > Transaction Reports > Payment List Report
  5. Reports > Compensation Reports > Worker Tip Report

Cash Counting Quick Reference Guide

Opening Cash - The amount of money you counted to open the shift.

Cash In/Out Total - Any money noted in cash paid in or cash paid out. 

Cash Transaction - Total amount of cash received before change back. 

Change Back - The value of change back for ALL payment types.

Tip Paid Out - The value of tips where Cash Paid Out was the type selected. 

Cash Counting Total - The total amount of cash remaining in the drawer, the above information summarized into a single number. 

Closing Cash - The amount of money you counted to close the shift.

Cash Over/Under - The difference between Cash Counting Total and Closing Cash.

Tips Left In Drawer - The value of tips where Tips Left In Drawer was the type selected.

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