Cash Management
Control drawer cash with add-cash entries, cash pickups, mid-shift counts, receipts, history, and variance reports.
Cash Control Fundamentals
Understand drawer cash, shifts, additions, pickups, cash counts, and employee accountability.
How Cash Additions, Pickups, and Counts Work Together
Each cash-control action answers a different question: Add Cash: Why did the drawer gain physical...
Why Cash Management Matters
Without cash-control records, a manager may see an unexpected closing amount but have no reliable...
How Cash Management Connects to Shifts
Cash additions, pickups, and manual cash counts belong to the selected cash drawer and its open s...
Cash-Control Best Practices
Use the correct drawer and shift. Require the responsible employee to identify themselves. Add a ...
Add Cash (Cash Drop)
Record money placed into the active drawer and keep the shift total accurate.
What Is Add Cash or a Cash Drop?
Add Cash records physical money placed into the selected cash drawer outside normal cash sales. S...
How to Add Cash to a Register Drawer
Select the correct cash drawer and confirm its shift is open. Open Review → Cash → Add Cash. Revi...
When Should You Use Add Cash?
Use Add Cash only when the drawer physically receives money that is not already explained by a no...
How to Review, Edit, or Delete Add Cash Entries
Open the Add Cash list or history. Find the entry by date, drawer, employee, amount, or note. Rev...
Cash Pickup
Remove excess cash safely during a shift and preserve the starting float.
What Is a Cash Pickup?
A cash pickup records money removed from a register drawer during an open shift. It reduces expec...
How to Create a Cash Pickup
Select the correct drawer and confirm its shift is open. Open Review → Cash → Cash Pickup. Review...
How to Preserve Starting Cash During a Pickup
Available Pickup is the amount that can normally be removed while keeping starting cash in the dr...
How Scheduled Pickups Reduce Closing-Time Risk
Suppose a busy day produces $2,000 in drawer cash. Instead of leaving all $2,000 until closing, t...
How to Review a Cash Pickup Receipt and History
Open the Cash Pickup list. Find the entry by date, drawer, employee, amount, or note. Open its re...
Mid-Shift Cash Count
Count a drawer during the day, save the result, and use checkpoints to narrow down variances.
Why You Should Count Cash During the Day
A closing shortage tells you that a problem occurred somewhere in the shift. Mid-shift cash count...
How to Perform a Mid-Shift Cash Count
Pause activity on the selected drawer. Open Review → Cash → Cash Count. If prompted, select the d...
How Often Should You Perform Cash Counts?
Choose a schedule based on cash volume and risk. Many stores benefit from three or four counts du...
How to Respond to an Over, Short, or Balanced Count
Balanced means counted cash matches expected cash. Over means more physical cash was counted. Sho...
Cash History & Reports
Review cash additions, pickups, count history, day-end pickup records, receipts, and audit details.
How to Use the Cash Count History Report
Open Reports. Choose Cash Count History. Select the reporting period. Review Latest Check, Last B...
How to Investigate a Cash Shortage Using Count History
Open Cash Count History for the affected date. Find the closing shortage or latest non-balanced c...
How to Review Cash Pickup and Add Cash History
Use the Cash Pickup and Add Cash lists to confirm the movements that changed expected drawer cash...
How to Review Day-End Pickup Records
Day-End Pickup reporting tracks whether cash from closed business days has been collected and doc...
Cash Management Troubleshooting
Cash Count asks for another drawer Select the cash drawer that has the open shift, then reopen Ca...
Cash Management: Complete Guide
Cash Management helps you explain every movement of physical money in and out of a register drawe...