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Record cash in / out

Top up change, pay out petty cash, or correct a miscount โ€” with a reason.

Overview

Cash In and Cash Out log any manual drawer movement that isn't a sale payment or refund. Every movement requires a reason so managers can audit it later from the Dashboard.

When to use it

  • Adding change from the safe at the start of a rush
  • Paying a small petty-cash expense out of the drawer
  • Correcting a miscount noticed mid-shift
  • Refunding or paying out something that didn't go through the sale flow

How to use it

Video tutorial coming soon
  1. Open Cash Drawer from the side menu.
  2. Tap Cash In or Cash Out in the Drawer Actions panel.
  3. Enter the amount on the numeric keypad.
  4. Tap Confirm โ€” you'll be prompted for a Reason.
  5. Type the reason (required) โ€” e.g., "Float top-up" or "Petty cash โ€” coffee delivery".
  6. Tap Submit โ€” the physical drawer opens and the movement is added to the running totals.

Tips & gotchas

  • The reason shows up in the Dashboard's Logs tab โ€” write something a manager can read three months from now.
  • Cash Out cannot exceed the Current Cash in the drawer โ€” the app will block the confirm if you try.
  • Manual cash-ins and cash-outs do not carry over into the next shift's opening balance โ€” the next shift starts from whatever gets counted at that shift's Start Shift.

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