The Cash drawer report feature allows you to keep track of the contents of your cash drawer and verify that the actual cash matches the payments recorded in the system. You can perform a cash count at any time, for example at the beginning or end of a working day.
You can find this feature by navigating to Administration > Cash drawer report.
Performing your first cash drawer report
When using the cash register for the first time, perform an initial cash count. This establishes the starting balance of the cash drawer before any cash transactions take place.
Go to Administration > Cash drawer report and click New cash drawer report.
Enter the number of banknotes and coins currently in the cash drawer.
Verify the total amount.
Save the report.
Performing a new cash drawer report
After the initial cash count, you can perform a new count whenever needed. We recommend creating a new cash count at least once per day.
Count the contents of the cash drawer.
Enter the quantity for each banknote and coin denomination.
Review the summary displayed on the left.
Save the report.
The summary shows the expected totals for each payment method, allowing you to immediately identify any differences between the recorded payments and the actual contents of the cash drawer.
Checking you payment terminal
You can also use the cash count to verify the transactions processed by your payment terminal. The daily report from your payment terminal should match the expected card payment total shown in the cash count.
Note: Most payment terminals report transactions per calendar day. Our booking system calculates the expected amount from the most recent cash count. To compare both totals accurately, perform a cash count every day.
Withdraw or add money
Need to remove cash from the drawer, for example after making a bank deposit, or add cash to replenish your change float? You can easily register these adjustments.
Perform a cash drawer report first.
Open the Withdraw or add money tab.
Choose whether you want to add or remove cash.
Enter the amount and, optionally, a description.
Save the adjustment.
This keeps your cash administration accurate and makes any cash differences easy to explain.
