Using Cash Reconciliation on the Front End

Once you have configured Cash Reconciliation settings, you can begin using Cash Reconciliation on the Front End. Please read the options below carefully. Many of the Front End functions are dependent on the Back Office settings selected when configuring Cash Reconciliation. See About Cash Reconciliation for more information.

ClosedHow to Open a Day
  1. From the Front End, enter your employee number and then tap the Start Day button. The day will open and the Day Started dialog will be displayed. Each employee will need to sign on or start their shift once the day has been opened.
ClosedHow to Open a Shift with or without a Floating Till
  1. From the Front End, enter your employee number and then tap the Start Shift button. The shift will open and the Shift Opened dialog will be displayed.
ClosedHow to Open a Shift with a Starting Balance

In order to prompt the user for the starting balance when opening a shift, the Enter Starting Balance option must be enabled in the Cash Reconciliation tab.

  1. From the Front End, enter your employee number and then tap the Start Shift button.
  2. Enter the starting amount in the Starting Balance dialog then tap the Ok button. The shift will open and the Shift Opened dialog will be displayed.
ClosedHow to Open a Shift with Shift Count Entry

In order to prompt the user for the shift counts when opening a shift, both the Enter Starting Balance option and the Enter Shift Counts option must be enabled in the Cash Reconciliation tab.

  1. From the Front End, enter your employee number and then tap the Start Shift button.
  2. Enter the denomination count/amount in the Please Enter Count dialog then tap the Ok button. You will need to perform this step for each shift count denomination set in the Cash Reconciliation tab.
  3. The Verify Counts screen will be displayed once count entry by denomination is complete. Verify the denomination amounts and make any adjustments as necessary. Tap the OK button to confirm the shift counts displayed. The shift will open and the Shift Opened dialog will be displayed. If the Print Starting Chit and/or Print Shift Counts options are enabled in the Cash Reconciliation tab, a chit will be printed with the starting counts.
ClosedHow to End a Shift with Floating Tills
  1. From the Front End, enter your employee number and then tap the End Shift button.
  2. Enter the Cash in Drawer amount using the keypad. The Declared Take will be updated automatically.
  3. (Optional) Change the Float amount by tapping the Change Float button. Depending on your settings, this may require a supervisor override.
  4. After verifying the cash count, tap the Ok button. The End Shift Report may be displayed and/or printed if the Print End Shift Report option is enabled on the End Shift button settings. The Shift Closed dialog will be displayed when the shift has been closed.
ClosedHow to End a Shift with Shift Count Entry

In order to prompt the user for shift counts when ending a shift on the Front End, enable the Enable Shift Counts option on the End Shift button settings.

  1. From the Front End, enter your employee number and then tap the End Shift button.
  2. Enter the denomination amount in the Please Enter Count dialog then tap the Ok button. You will need to perform this step for each shift count denomination set in the Cash Reconciliation tab.
  3. The Verify Counts screen will be displayed once count entry by denomination is complete. Verify the denomination amounts and make any adjustments as necessary. Tap the Ok button to confirm the shift counts displayed. The End Shift Report may be displayed and/or printed if the Print End Shift Report option is enabled on the End Shift button settings. The Shift Closed dialog will be displayed when the shift has been closed.
ClosedHow to End a Day

If shift tracking is in use, users cannot end a day with open shifts. To view all open shifts, run the Open Shifts Report.

  1. From the Front End, enter your employee number and then tap the End Day button. If the Print End Day Report option is enabled for the End Day button, the End Day Report will be printed and/or displayed. The Day Ended dialog will be displayed when the day has been ended.

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