This article covers the Cash Drawer Management features such as:
- Cash Drawer Management: Admins, Managers & Users with Permission Enabled
- Cash Drawer Shifts - Open Shift & Close Shift
- Pay in & Pay Out
- Cash Drop
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talech can record cash drawer activity with details of who performed specific actions such as opening and closing the shift, pay-ins and pay-outs. The register app can print a slip for most of these activities on the receipt printer at the time they are performed. Additionally talech.com’s "Reports" page contains a more comprehensive Cash Drawer Report which offers more verbose data as well as downloadable reports.
The Cash Drawer Report logs the following actions, collectively referred to as "Cash Drawer Management":
- No sale
- Open shift
- Close shift
Note: Any type of employee account, except OTHER, can perform a cash transaction in talech. Click here to learn about employee account types and permissions. Cash drawer management functions are available to:
- Users (with ‘Cash Drawer’ permission enabled)
To access the Cash Drawer screen at any time, go to the Dashboard view and tap ‘Cash Drawer’.
About Cash Drawer Shifts
Cash drawer activity is tracked as shifts. Only 1 shift per drawer can be run at a time. There is no limit on how many shifts can be opened and closed during a day. A shift will continue to run until it is closed. This means a shift can span one or more days. All activity on subsequent days will be accrued as part of the report for the date the shift was opened. For example:
- A shift is opened on Friday at 5PM.
- The shift is then closed on Saturday at 2:00 AM
All activities on the cash drawer report will be listed on the report which started on Friday at 5PM -- even if there are sales into Saturday morning.
If a shift has not been started, talech will automatically request to start a new shift when:
A user with cash drawer permission logs into the register
A user attempts to complete a sale with cash payment.
Note: Employees set as user with the ‘Cash drawer’ permission disabled, will not see an open shift screen and will not be able to process a cash transaction until a shift is open.
Enter the entire amount the drawer will be starting with. This “opening bank” is the cash you will use to make change at the start of the day. Should you accidentally cancel out of this screen you can always return from the admin panel by tapping on ‘Cash Drawer’.
Once a shift is open, talech will display the other functions when the cash drawer screen is recalled.
A pay-in is used to record additional cash added to the drawer during the shift which does not correspond to a sale. For example, in a restaurant where a server owes cash payments they are carrying in their personal bank.
A Payout is used to record cash removed from a drawer during a shift such as tips paid to employees or for petty cash being used to purchase supplies for the store.
A drop is performed when removing cash from the drawer such as a midday deposit/drain when the drawer is getting heavy. For example, I am pulling $1000 dollars from the drawer and depositing it in my dropsafe. That cash will not be in the drawer for the final count at the time of the shift close. Drops are taken into account so as to ensure the drawer is in-balance at the end of the shift as well as to create a log of when that cash was removed from the drawer.
When the ‘Close Shift’ button is selected, the drawer will open. Count all of the cash, both coin and currency. Do not include checks. You can enter the drawer's total as a lump sum or count out the drawer by denomination. The Cash Drawer Report will automatically take into account the opening amount, any drops, pay-ins or pay-outs and sales. Tap Submit to close the drawer.
The resulting confirmation screen and optional printout will provide an over/short for the drawer. When reading this report, keep in mind that the ‘Net Cash in Drawer’ is the amount of cash and coin the drawer register expects there to be based on all the activities that have been logged that day. The ‘Closing Cash Amount’ is the amount entered when closing the shift.