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Cash Drawer Sessions

Admin Manager

The Cash Drawer Sessions page in the admin panel provides a bird's-eye view of all cash drawer activity across your store. You can see which drawers are currently open, review closed sessions, and drill into any session to examine its full transaction history.

Cash drawer sessions list

Accessing Cash Drawer Sessions​

  1. Log in to the Admin Panel.
  2. Click Cash Drawers in the top navigation bar. This takes you directly to the sessions list.

The sessions list shows all cash drawer sessions, with active (open) sessions highlighted at the top.

Understanding the Sessions Table​

ColumnDescription
Session IDUnique identifier for the session. Click to view details.
RegisterThe physical register this session is tied to.
OpenedDate and time the session was opened.
Closed AtDate and time the session was closed (blank if still open).
Opened ByThe manager or admin who started the session.
Sales CountNumber of sales processed during the session.
TotalTotal sales amount for the session.
StatusOpen (green) or Closed (grey).
ActionsView button to see session details.

Active Sessions​

Active sessions appear at the top of the list with a green Open badge. For each active session, you can see:

  • Which register is in use
  • Who opened the drawer and when
  • How many transactions have been processed during the session
Page refresh required

The session data updates when you refresh the page. There is no automatic real-time update on the admin sessions list.

Monitoring Active Sessions​

As a manager or admin, use the active sessions view to:

  • Verify all registers are open at the start of the business day.
  • Check expected cash levels to determine if a mid-shift cash drop is needed.
  • See who is managing each register for accountability.

Closed Sessions​

Closed sessions are listed below active sessions in reverse chronological order (most recently closed first).

Filtering Sessions​

Use the filter controls to find specific sessions:

  • Register -- View sessions for a specific register only.
  • Status -- Filter by Open or Closed sessions.
  • Start Date -- Filter sessions opened on or after this date.
  • End Date -- Filter sessions opened on or before this date.

Session Detail View​

Click any session ID to open the full session detail page.

Session Summary​

The top section displays the session overview:

  • Register and Status
  • Opened at and Opened by
  • Closed at and Closed by (for closed sessions)
  • Opening Float (and any mid-shift float adjustments -- see below)
  • Total Sales
  • Payment Method Breakdown: Cash, Debit, E-Transfer, Store Credit, Gift Card, House Account, Bulk Payment, Split Payment (methods with $0 totals may be hidden conditionally)
  • Expected Cash Calculation (Opening Float ± Float Adjustments + Net Cash Added - Cash Drops - Payouts)
  • Actual Cash (the counted amount at closing)
  • Over/Under amount with color coding
Mid-shift opening-float adjustments

If a manager corrected the opening float after the session was already open (for example, the wrong starting amount was entered), each adjustment is listed under Session Details with its before/after amount, reason, and the user who made it. The original opening_float is never mutated — it is preserved as the audit value, and the signed adjustment total feeds into the expected-cash calculation. See Opening & Closing a Cash Drawer for the POS-side workflow.

Non-sale cash counts toward the till

Beyond regular sales, the expected-cash calculation also folds in non-sale cash flows recorded against the open session: cash payments toward house accounts, store credit purchases, gift card activations/reloads, invoice payments, service-job payments, and cash tips (added in), as well as cash refunds and consignment payouts (subtracted). Cash transactions require an open session; non-cash methods do not.

Sales in Session​

A table listing every sale processed during the session:

ColumnDescription
Receipt NumberReceipt/order number for the sale
TimeWhen the sale occurred
CashierWho processed the sale
ItemsNumber of items in the sale
PaymentPayment method used
TotalSale total

Product Movement​

The Product Movement table on the session detail page aggregates every physical product sold during the shift, with columns for product name, SKU, quantity sold, starting stock, ending stock, transaction count, and revenue. Use it to spot-check inventory after a shift, audit shrinkage, or reconcile the day's stock-on-hand against the POS.

This table is strictly products only — it filters on the line-item kind so:

  • Manual entries (one-off charges typed in via the POS "Manual Item" button) are excluded. These never touched inventory, so they don't belong in a product-movement report.
  • Service line items (golf green fees, lodging unit-nights, banquet add-ons, etc.) are excluded for the same reason — they're system-generated charges with no SKU and no stock impact.

If you need to see those non-product totals, use the Sales Report's Revenue by Kind card instead, which breaks revenue out by product / service / manual.

Cash Drops​

Cash drops recorded during the session are displayed in a separate table with their own details.

Payouts​

Cash payouts recorded during the session are displayed in a separate table showing the time, authorized user, reason (Lottery, Vendor Refund, or Other), amount, and any notes.

Cash Flow Summary​

A breakdown of how cash moved in and out of the drawer:

Opening Float:               $200.00
± Float Adjustment:          $  0.00
+ Net Cash Added:            $847.50
- Cash Drops:                $500.00
- Payouts:                    $50.00
= Expected Cash:             $497.50
  Actual Cash (counted):     $497.50
  Over/Under:                  $0.00

The ± Float Adjustment line appears whenever a mid-shift opening-float correction was recorded; it is the signed sum of all adjustments on the session. Net Cash Added rolls up cash sales plus the non-sale cash sources noted above.

What the Over/Under Means​

The over/under calculation is the core accountability metric for cash management:

ResultMeaningAction
Even ($0.00)The cash count matches exactly.No action needed.
Over (positive)More cash than expected.Could indicate incorrect change given to a customer.
Under (negative)Less cash than expected.Could indicate a missed payout, theft, or counting error.
Acceptable variance

Small discrepancies (under $1.00) are normal due to manual counting. Establish a threshold for your store -- for example, anything over $2.00 triggers a review.

If your store uses Canadian Cash Rounding, nickel rounding does not create an over/under — the rounding adjustment is tracked separately and the expected-cash calculation already accounts for it, so the till still balances.

Repeated shortages

If the same register or the same closing manager consistently shows shortages, investigate promptly. Review the transaction log for that session to identify any unusual activity.

Comparing Sessions Across Days​

To spot trends in cash handling:

  1. Filter by Register to isolate a single register.
  2. Set the Date Range to a week or month.
  3. Review the Over/Under column for patterns.
  4. Click into any session with a significant discrepancy to review its transaction log.

Session as Z-Report​

The session detail page serves as your session summary (Z-Report). There is no separate Z-Reports page. The session detail page contains all the information typically found in a Z-Report: sales totals, payment breakdowns, cash flow calculations, and over/under results.

Multi-Register Stores​

If your store has more than one register:

  • Each register has its own independent session. Opening Register 1 does not affect Register 2.
  • The Sessions page shows all registers together. Use the Register filter to view one register at a time.
  • Each register's session ties to its own cash drawer. Cash drops and payouts are register-specific.

Common Workflows​

Start-of-day verification​

  1. Open the Sessions page.
  2. Confirm that all expected registers show an Open session.
  3. Verify the starting float for each register is correct (e.g., $200.00 each).

End-of-day reconciliation​

  1. After all registers are closed, filter by Today in the date range.
  2. Review each session's Over/Under status.
  3. Click into any sessions with discrepancies to investigate.
  4. Note any issues for the daily report.

Investigating a shortage​

  1. Open the session with the shortage.
  2. Review the Transaction Log for any unusual transactions.
  3. Check for missing cash drops -- a recorded drop that was not physically removed will cause an apparent shortage.
  4. Verify that any split payments with a cash component were recorded correctly.

Troubleshooting​

ProblemSolution
Session shows as Open but the drawer was closedThe close process may have been interrupted. The closing manager should return to the POS and complete the close.
Expected cash seems too highCheck for cash drops that may not have been recorded. An unrecorded drop makes expected cash appear higher than it should be.
Cannot view session detailsYou must be logged in as a Manager or Admin. Clerks cannot access cash management pages.
Two open sessions for the same registerThis should not happen under normal circumstances. Contact support if you see duplicate open sessions for one register.

What's Next?​