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Cashier Shift

Cashier Shift is used to manage cash register sessions — view shift history, close a shift (shift drop), and run cashier reports. It is the reconciliation hub before night audit.

Having a problem?

See Cashiering Overview for common FAQs and troubleshooting.

Access​

From the sidebar: Cashiering → Cashier Shift. You must complete Cash Register Login first if prompted.

Dashboard​

The Cashier Shift dashboard has three sections:

Cashier Info Card​

Shows the currently logged-in cashier's name, email, and register ID. Use the Cashier dropdown to switch to a different cashier (if you have permission to view other cashiers' shifts).

Two action buttons:

  • Cashier Close — Navigate to the Cashier Close screen to perform a shift drop.
  • View Reports — Navigate to the Cashier Reports screen.

Business Date Filter​

Filter the shift history table by business date. Defaults to the current business date.

Cashier History Table​

Shows all shift drops (closures) for the selected cashier and business date.

ColumnDescription
Shift CountSequential number of the shift drop for this cashier.
Shift-Drop TimeDate and time the shift was closed.
TransactionCount and total amount of charges posted in this shift.
PaymentCount and total amount of payments received in this shift.
ActionsView — Opens the Cashier Summary Modal for that shift.

Click View on any row to open the Cashier Summary Modal, which shows a detailed breakdown of all transactions and payments in that shift.

Cashier Close (Shift Drop)​

Navigate to Cashier Close from the dashboard. This screen shows:

Left panel — Cashier Closure Summary:

  • Summary rows grouped by transaction/payment code showing count and total amount for the current session.
  • Shift Drop section showing categorised totals (e.g. cash received, card received, paid out, internal deposits).
  • A Close Shift button to perform the shift drop.

Right panel — Transaction Details:

  • When you click a summary row on the left, the right panel shows the individual transactions for that code.

Closing a Shift​

  1. Review the summary rows to confirm all transactions are accounted for.
  2. Click Close Shift (or equivalent).
  3. Confirm. The shift is recorded with a timestamp.
  4. After closing, a success banner appears and a Logout button is shown — use it to log out of the cash register session.
note

Only transactions from the current session (since the last login) are shown in the closure summary. Previous sessions are in the Cashier History table.

Cashier Reports​

Navigate to View Reports from the dashboard. This screen lets you generate and print cashier reports.

Filters​

FilterDescription
CashierSelect the cashier to report on.
Business DateThe date to report on. Defaults to the current business date.
Report TypeSelect the type of cashier report to generate.

Report Preview​

After selecting filters, a preview of the report appears. Click View to open the full report in a modal for printing or review.

Available report types depend on your configuration. Typical reports include:

  • Cashier Summary — totals by transaction/payment code for the selected cashier and date.
  • Shift Drop Report — detailed shift closure summary.

Common FAQs​

Why is the Cashier History table empty? No shifts have been closed for the selected cashier and business date. If the cashier has not done a shift drop yet today, the table will be empty.

Can I view another cashier's shift history? Yes, if you have permission. Use the Cashier dropdown on the dashboard to select a different cashier.

What happens if I close a shift and then post more transactions? New transactions after a shift close will appear in the next shift. Each shift drop captures only the transactions since the previous close.

See also​

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