Managing Staff Shifts and Cash Drawer Reconciliations
Ensure financial accuracy by tracking staff shifts, monitoring mid-day cash movements, and performing end-of-day reconciliations.
Accountability at the Counter
Accurate cash tracking is essential for any retail business. Pryseflow POS provides detailed shift management to ensure every cent is accounted for.
Starting a Shift
When a staff member logs in for the first time in a day, they must "Open the Shift" by counting the cash in the drawer. This Opening Float is the baseline for all subsequent transactions.
Mid-Shift Cash Movements
- Cash In: Record additional float added to the drawer during the day.
- Cash Out / Payouts: Record small business expenses paid directly from the drawer (e.g., buying cleaning supplies).
- Cash Drops: If the drawer gets too full, record a "Drop" to move cash to a secure safe.
Closing the Shift and Reconciliation
At the end of the day or staff changeover:
- Select Close Shift in the POS menu.
- Count the actual cash in the drawer and enter the total.
- Pryseflow will compare this to the Expected Balance (Opening Float + Sales - Payouts).
- Review any Discrepancies (overs or shorts) and add an explanatory note.
Shift Reports
The dashboard provides detailed shift reports, showing sales by staff member, payment method breakdowns, and reconciliation history. This data is vital for identifying training needs or potential security issues.