Taking Over a Drawer (Close & Open Mine)
Use this page when you're coming on shift and taking over the cash from someone whose drawer is still open. You close their shift and open yours in one step.
Quick steps
- Sign in on the register and go to the Select Register screen.
- Find the register with the open drawer (it shows who opened it and when) and tap Close & open mine.
- Count all the cash in the till. Type it under Actual cash in drawer (to close [their name]'s session). The screen shows if their shift is Over or Short.
- Type the cash you're starting with under Your opening float (for your new session).
- Tap Close & open mine. Their shift closes with your count and your drawer opens. Take anything above your float to the safe.
Both boxes start with a suggested number. Type what you actually counted and what you're actually starting with.
Common questions
I don't see Close & open mine. It only shows on a drawer someone else opened, and only if your role has the Manage Cash Sessions permission (clerks have it by default). If your store has just one register, the register opens straight into the drawer instead — the outgoing person closes with Count / Close Drawer (End Shift) and you open a new one.
I just want to ring sales on their drawer. Tap Use Register instead. Several clerks can share one open drawer.
The outgoing person already went home. That's normal. You do the count for them. Their shift still shows them as the person who opened it.
What happens to the cash above my float? It's recorded as the outgoing shift's deposit — cash that left the drawer. Put it in the safe or take it to the bank.
More detail: when to use it and who can
When someone else's drawer is open on a register and you are taking over the cash, you do not have to close their shift and then open your own as two separate jobs. Close & open mine does both in one step: you count the drawer to close their shift, and your own drawer opens straight away with the float you are starting with.
This creates two separate sessions, each with its own Z-Report, so each person answers only for the cash during their own shift.
The button and the screen now say what they do — Close & open mine and "Close their shift and open yours?" — instead of "Take Over". It is the same action.
When to Use It
Use Close & open mine when:
- A shift is ending and the next person is taking responsibility for the cash.
- Your store policy requires each person to account for their own cash.
- You need a clean handover between shifts without leaving the register idle.
If you only need to ring sales on a drawer someone else opened, you don't need this at all — just choose Use Register. Several clerks can share one open drawer.
Who Can Do It
It needs the Manage Cash Sessions permission — the same permission that lets someone close a drawer. That is not limited to managers: clerks have it by default, unless an admin has switched it off. Check it under Admin > Users > Role Permissions.
The button only appears when:
- You have that permission, and
- The open drawer belongs to someone else. On a drawer you opened yourself, there is nothing to take over — choose Use Register to carry on, or use Count / Close Drawer to close it.
If your store has only one register and its drawer is already open, the POS takes you straight into that open drawer instead of showing the register list. To hand the cash over there, the outgoing person closes their shift with Count / Close Drawer (End Shift), and the next person opens a new drawer.
More detail: the full handover step by step
How to Do It
The handover is started by the incoming person. The outgoing person does not need to be there.
- Log in to the POS and reach the Select Register screen.
- Find the register with the open drawer. It shows who opened it and when.
- Tap Close & open mine on that register.
- The screen asks "Close their shift and open yours?" It names who currently has the register open and shows the Expected cash in drawer for their shift.
- Count the cash and enter it under Actual cash in drawer (to close [their name]'s session). As you type, the screen shows whether their shift is Over or Short, and notes that this goes on their Z-Report.
- Enter Your opening float (for your new session) — the cash you are starting your own shift with. It can be less than what you counted.
- Tap Close & open mine. Their shift closes with your count, and your drawer opens straight away.
The cash box starts at the expected figure and the float box starts at your store-wide default float (not the register's own default). Neither is a count. Type what you actually counted in the first box and what you are actually starting with in the second. Otherwise the outgoing shift's over/short is meaningless and your own drawer starts on a wrong baseline.
More detail: where the cash goes and what gets recorded
What Happens to the Cash
A handover is recorded as a shift close, exactly like pressing End Shift:
- Your opening float is recorded as the cash left in the drawer by the outgoing shift.
- Everything else you counted is recorded as that shift's deposit — cash that came out of the drawer.
For example: you count $1,400 in the drawer and start your own shift with $200. The outgoing shift is closed with $200 left in the drawer and a $1,200 deposit, which adds back up to the $1,400 you counted. Both figures appear on the outgoing shift's Z-Report and on its session page in the admin panel.
If you type a float larger than what you counted, the outgoing shift can only record what was actually there: everything counted stays in the drawer and the deposit is $0. Your own drawer then opens with the amount you counted, not the larger float you typed, so it never expects cash that isn't in the till.
The deposit figure is cash that is supposed to have left the drawer at the handover. If you start with a $200 float from a $1,400 drawer, the other $1,200 should go to the safe or the bank — the records now say it did.
Because the outgoing shift is a shift close, it also gets a Deposits After Close card in the admin panel. If cash was taken out of the drawer later still, it can be recorded there. See Deposits After Close.
What Gets Recorded
- The outgoing session is closed with the count you entered. Its over/under stays on that session — the one the outgoing person opened — not on your new one. The session shows them as Opened By and you as Closed By.
- A Z-Report is generated for the outgoing session covering everything from when it was opened until the handover, including what was left in the drawer and what was deposited.
- The closed session carries a note saying it was taken over by you.
- A new session opens in your name with the opening float you entered (or with the amount you counted, if you typed a larger float than that).
- It is all one action. If it fails part-way, nothing is changed — the register is never left with the old shift closed and no new one open. If two people try to take over the same drawer at the same moment — or the drawer was closed a moment before you tapped — only one close goes through, and the other person sees "This drawer was already closed. Refresh and open it again." The takeover window closes and the register list refreshes to show the register's current state.
Multiple Handovers in a Day
Each handover closes one session and opens another:
| Time | Event | Session |
|---|---|---|
| 8:00 AM | Alex opens the drawer with a $200 float | Session 1 begins |
| 12:00 PM | Bailey taps Close & open mine, counts Alex's cash, starts with $200 | Session 1 closes, Session 2 begins |
| 4:00 PM | Casey taps Close & open mine, counts Bailey's cash, starts with $200 | Session 2 closes, Session 3 begins |
| 10:00 PM | Casey closes the drawer with a cash count | Session 3 closes |
Three separate Z-Reports are generated — one for each session. Each person is accountable only for the cash activity during their own session.
More detail: seeing handovers in the admin panel
Viewing Handovers in the Admin Panel
AdminA handover shows up in the admin panel as two back-to-back sessions on the same register:
- Navigate to Cash Drawers in the top navigation bar.
- Filter by Register to see that register's sessions in order. The handover is where one session's Closed time meets the next session's Opened time, with different names in the Opened By column. The closed one carries a Shift tag.
- Click View on the closed session to see the closing count, the over/under, and the Deposit Amount from the handover (plus the Carryover Float when cash was left in the drawer).
See Cash Drawer Sessions.
More detail: more questions
Frequently Asked Questions
Why don't I see "Close & open mine" on a register?
Either the drawer on that register is yours (there is nothing to take over), no drawer is open on it, or your role does not have the Manage Cash Sessions permission.
Can a clerk do this?
Yes, if their role has the Manage Cash Sessions permission — clerks have it by default. If the person coming on shift does not have it, the outgoing person can leave the drawer open (the next clerk can still ring sales on it), or close it so someone with the permission opens a new one later.
Does it require a cash count?
Yes. The count is what produces the outgoing shift's over/under, and it is what splits the cash into what stayed in the drawer and what was deposited.
Why not just close the drawer and open a new one?
You can, and the numbers come out the same when both steps are done properly. Close & open mine does it in one action so the handover can't be left half-done, and so the cash that changes hands is always recorded.
What if the outgoing person already logged out?
That is the normal case. The person coming on shift does the count on the outgoing shift's behalf. The closed session still shows who opened it, and shows you as the person who closed it.
More detail: who can do what
Permissions Summary
| Action | What it needs |
|---|---|
| Close someone else's shift and open your own | The Manage Cash Sessions permission. Clerks have it by default. |
| Ring sales on the new session | Register access — no extra permission. |
| Review the two sessions afterwards | Manager or Admin, in the admin panel. |
What's Next?
- Opening & Closing Cash Drawers — Open a drawer by counting the float and close it with a cash count.
- Cash Drops & Payouts — Record mid-shift cash removals and payouts.
- Z-Reports — Understand the end-of-session summary report.