Open with a float, close with a count | HelloBooks POS Cashier opens the shift with a declared float, sells through the day, closes with a denomination count. The Z-report locks the audit trail; the X-report shows the running total any time.
Open with a float, close with a count
Cashier opens the shift with a declared float, sells through the day, closes with a denomination count. The Z-report locks the audit trail; the X-report shows the running total any time.
Part of HelloBooks POS · Operations
A POS without proper shift discipline is a leakage waiting to happen. HelloBooks frames the day in shifts: open with a counted float, transact, drop / pickup, count, close. The Z-report freezes the audit trail and posts the right journals.
Every detail, dialled in
Built for the till, validated against the canonical accounting engine — so every POS sale closes the books cleanly.
Float-declared open
The cashier opens the shift by declaring the cash float (with denomination breakdown if required). The till is now live — every sale, return, drop, and pickup ties to this shift.
- Declared float with breakdown
- Cashier + outlet recorded
- Multi-cashier per shift supported
- Audit trail starts here
X-report any time
During the shift, anyone with manager rights can pull the X-report — running totals by tender, by category, by cashier. The shift is still open; counts are live.
- Running totals by tender
- Per-cashier breakdown
- Per-category split
- Pulled on demand
Z-report on close
On close, the cashier counts cash by denomination; the till computes the variance vs expected; the Z-report freezes the day. Variance posts to a dedicated cash-over / cash-short ledger.
- Denomination-level count
- Auto variance computation
- Variance posts to GL
- Z-report PDF saved
Why teams move off legacy tills
- Float in cashier’s memory
- No X-report mid-shift
- Variance handled informally
- Audit trail manual
- Float declared, audited
- X-report any time
- Variance posts to GL
- Z-report freezes the day
Questions, answered
Can a shift span multiple cashiers?
Yes — handover transfers cash with a counted variance. Both cashiers are recorded on the audit trail.
Where does cash variance go?
A dedicated Cash Over / Cash Short ledger. Visible on the P&L and traceable to the cashier and shift.
What if the till crashes mid-shift?
The shift state is server-side; on reconnect the till resumes the same shift. Nothing lost.
Can the manager close another cashier’s shift?
Yes, with manager passcode. The audit trail records who closed it and why.
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