At the end of the cashier shift/trading day, you will need to complete the shift cashup. This process saves all the information entered into the system during the shift and comparing that with the information entered by your employees, this will give an indication of whether the employee has added all transactions and added all the payments to the till.


Accessing the Cashup Screen


To access the cashup screen, from the bottom, click on Cashup. As seen below:



On the Cashup screen, you will be presented with a list of till shifts across all tills for the selected date;



From here select the till shift you want to cash up by selecting the blue button with the Shift number;



**Each Shift will have an icon to indicate the status:


  • Running man - This indicates that the shift is active
  • Standing man - This indicates that the shift has been ended
  • Lock - This indicates that the shift has been cashed up and posted in Counter POS


Another noticeable difference is the date on the shift can appear orange, this means that the shift has spanned for multiple days.


Once a cashup has been posted in Counter POS, you will still need to lock the shift in Backoffice and continue with the store cashup (Day End) in Backoffice.

Locking a till and cashing up the store in Backoffice has not changed, process remains the same.


Trading Summary Tab

 

The Trading Summary tab will provide you with the summary of all transactions for the shift, this tab can not be edited;



Recon Inputs Tab


The Recon Inputs tab is where you will need to capture all the payments received during the shift; 



To edit the payment field select the elips next to the required field; 



This will open the input field, to edit the amounts simply tap the quantity field next to the desired nomination and add the value using the keypad to the right.



Cashup Recon Screen


on the Cashup Recon screen, the system will automatically do a recon of all payments and indicate if the cash up balances or if there are any payments short or over;



A Green Balanced block indicates all payments and recon inputs have been captured correctly and the cashup can be posted;

A Red Block with a value indicates an overage on the recon inputs, you will notice this time you have 2 Red Blocks with values, and when looking at the below we notice that our TOTAL is 500.00 over, and when looking at the second red block we notice our CASH is also over with 500.00, so the system is now indicating where the overage is.



A Red Block with a value in brackets indicates a shortage on the recon inputs, you will notice this time you have 2 Red Blocks with values in brackets, and when looking at the below we notice that our Total is short with 10.00, and when looking at the second red block we notice our Cash is also short with 10.00, so the system is now indicating where the shortage is.


Now because both Overages and Shortages are indicated in red, there are two ways to identify if it is money short or money over;


The first way to know the difference:


A Red Block with a value = Over

A Red Block with a value in brackets = Short


The second way to know the difference:


When looking at the Totals vs. the Recon inputs:


Totals - This field shows you the total amount captured for all orders

If the recon inputs are lower than the totals = Short



Recon Inputs - This field shows you the total amounts captured on the Recon Inputs tab.

If the recon inputs are higher than the totals = Over


Once you have completed the cashup you can Post;



And once posted the button will change to Already Posted;

And the elips are removed from the Recon Inputs tab;



You will now no longer be able to make changes to the Recon Inputs tab, and when returning to the Cashup screen, you will notice the till shift cashed up now has a lock on it;



Once all the shifts and tills have been posted you can continue to the Cashup in BackOffice to lock the tills and complete shop cashup.