Shift / Day Close & Denomination

A shift is one cashier's session at the drawer: it opens with a float, collects the day's takings, and closes with a count. The variance between expected and counted cash is kept per shift, so the owner knows which session was short. The Denomination sheet counts notes and coins; the Price Calculator works out inclusive / exclusive prices.

Where it is in the app

POS page: Tools > Shift / Day Close (when shifts are on), Tools > Denomination, Tools > Price Calculator. Restaurant and parking shells have Shift / Register / Shift / Float in Navigation and Shift / Day Close as a quick action.

Flow

flowchart TD
    O[Open shift: user · opening float] --> S[(Shift opened)]
    S --> B[Bills and payments during the shift
each tagged with the shift]
    B --> E[Expected cash = float + cash takings - cash paid out]
    E --> C[Close: count the drawer
Denomination sheet · notes]
    C --> V[(Counted cash · variance · denominations)]
    V --> R[Shift Reconcile report · Day Book]
    P[Permission: Runs a cashier shift] -.-> O

The count is stored as denominations, so a dispute can be traced to the notes counted.

Screens

Open shift - float typed or counted; one open shift per user.
Shift page - live expected cash by tender, sales count, and the close action.
Close / Day Close - count notes and coins, the variance is shown before you confirm; add a note for a known difference.
Denomination - a standalone note-and-coin counter you can use any time.
Price Calculator - enter a price and tax rate to see inclusive and exclusive figures (shown when items carry tax).

When the drawer doesn’t match

flowchart TD
    A[Shift close: counted cash vs expected] --> B{Difference?}
    B -->|none| C[Shift reconciled]
    B -->|short| D[Check the usual causes]
    B -->|over| D
    D --> E[Change given wrongly]
    D --> F[A bill paid by UPI marked as cash]
    D --> G[Cash taken out without a voucher]
    D --> H[A sale not billed at all]
    E & F & G & H --> I{Explained?}
    I -->|yes| J[Correct the voucher · close clean]
    I -->|no| K[Close with the variance and a note]
    K --> L[Owner reviews variance by cashier over time]
    J --> C

A one-off variance is a mistake; the same cashier short every week is a different conversation — the note is what tells them apart.

Settings & permissions

Settings > Transaction - shifts on/off. Permission: Runs a cashier shift forces a cashier to open one before billing.

Reports

Shift Reconcile, Day Book, Cash In Hand, Daily Collections (parking).