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POSShifts and cash

Close a shift

Shift close compares counted cash with expected cash, records denominations and notes, and applies variance approval rules. Open the active shift, enter counted cash and optional denominations, and review expected cash and variance. Count and document cash carefully; verify the shift and movement record before retrying a drawer action.

Before you start

  • An authenticated POS session on the intended branch and terminal.
  • The current shift ID and drawer state are known before recording cash or closing the shift.

Steps

  1. Open the active shift.
  2. Enter counted cash and optional denominations.
  3. Review expected cash and variance.
  4. Enter required explanation or approval.
  5. Confirm close and verify its state.

Expected result

The counted denominations, expected cash, variance, and closing status are saved against the active shift once. Count the drawer and review shift history before entering another movement or attempting closure again.

Permissions

  • The staff member needs shift access for the active branch; variance approval, no-sale, cash movement, safe drop, and closure may require a manager capability.

Troubleshooting

POS does not let staff open the active shift; they cannot continue to enter counted cash and optional denominations.

Before reopening the workflow, verify: An authenticated POS session on the intended branch and terminal. The current shift ID and drawer state are known before recording cash or closing the shift. Keep the same branch and record, reopen /shifts, and try the blocked action once. If it still fails, stop and send Support the shift ID, terminal ID, movement, amount, branch, status, and time; omit drawer keys and credentials. For escalation, state what happens when staff open the active shift.

The shift, cash movement, variance, approval, queue, or closure history is inconclusive after the final checkpoint: Confirm close and verify its state.

Compare the active shift, movement ledger, counted and expected cash, variance, approval, and closure state. Do not repeat a movement or shift transition while it is pending or queued. Retry only when history proves it absent. If those records still disagree, stop and send Support the shift ID, terminal ID, movement, amount, branch, status, and time; omit drawer keys and credentials. Use the visible and saved records to determine whether staff could confirm close and verify its state.

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Last reviewed 2026-09-06 · Send documentation feedback