POS Shift and Z-Report
POS shift is a way to keep accurate track of cash in the POS: the cashier opens a shift with a starting cash float, records all cash movements, and at the end closes the shift and reconciles the actual balance with the calculated one. The result goes to the "Finance" section.
To open: Admin panel β POS. Shift management is in the header of the POS ticket (the POS icon or the menu next to it).
Why you need a shift
Without an open shift, the payment button in the POS is unavailable. This ensures that every payment is linked to a specific cashier and shift β this is how cash reconciliation is formed.
Shifts are tracked per cashier: if several people work at the POS, each has their own shift for the location. Sales data for each shift is not mixed.
Opening the Shift
- In the ticket header, click "Open Shift".
- Enter the starting cash β the amount of cash already in the drawer before starting work.
- Confirm. The shift is open: the payment button becomes active, and a badge with the cashier's name appears in the header.
Once opened, the shift is cached on the device β in case of a temporary network loss, the cashier can continue accepting orders.
Cash Movements
During a shift, you can record three types of transactions:
| Transaction | When to use |
|---|---|
| Cash In | Adding cash to the drawer (e.g., change) |
| Cash Out | Removing cash from the drawer (e.g., for business expenses) |
| Cash Drop | Transferring excess cash to the safe or to a cash collector |
Each transaction is recorded with an amount and an optional comment, and is included in the final report.
X-report β interim summary
X-report shows the current state of the shift without closing it: how much was processed in cash, how much was deposited/withdrawn, how much was collected, and what the expected cash drawer balance is. The shift continues, and the data is not reset.
Use the X-report for an interim POS check in the middle of the workday.
X and Z-reports require an internet connection β data is aggregated on the server.
Z-Report β Shift Closure and Reconciliation
Z-report closes the shift. Sequence:
Click "Close Shift (Z)" in the POS menu.
Enter the actual counted cash in the drawer.
The system calculates the expected balance:
Expected = Float + Cash Sales + Pay-ins β Pay-outs β DropsThe discrepancy is displayed β the difference between the expected and actual balance. The discrepancy is recorded in the report (normal, shortage, or surplus).
The shift closes. New sales can only be started after opening the next shift.
The report is saved and becomes available in the "Finance" section.
Shift History in Finance
All closed shifts are available in Finance β POS Shifts: a table by cashiers and dates with totals of sales, movements, and discrepancies. This is convenient for daily reconciliation and monitoring of cash discipline.
The section is available to the account owner and manager.
Related Sections
- POS β order management, tables, payment
- Finance β management dashboards, shift history
- Receipts β receipt registry, refunds
- Tips β tracking tips in shifts and financial reports
- Staff and Shifts β roles, access permissions
Frequently Asked Questions
Can a single cashier open multiple shifts at the same time?
No. Each cashier can have only one open shift per location. To start a new one, the current shift must be closed via a Z-report.
What if the internet connection is lost during work?
The open shift is saved on the device β the cashier continues to accept payments. Cash movements are synchronized once the connection is restored. X and Z-reports are unavailable offline: they require uploading sales data from the server.
What does a discrepancy in the Z-report mean?
This is the difference between the amount the system expected to find in the drawer (according to the accounting formula) and the amount the cashier physically counted. A small discrepancy is normal (change-making errors). A systematic discrepancy is a signal for an audit.
Are card sales also included in the shift?
Card sales are linked to the shift and are visible in the report. However, cash movements (deposits, withdrawals, cash drops) apply only to cash; the final reconciliation of the expected balance is calculated based only on cash receipts.
Who can see POS shifts?
An employee with the role of cashier, waiter, or manager can open a shift and work with X/Z-reports. The history of all shifts in the "Finance" section is available only to the owner and manager.