How The Expected Cash And The Actual Cash Work In A Register

Cash Drawer Direction

It is unproblematic to rail your cash sales and manage your cash drawer with the Square.

Note: Team members must take the Open Cash Drawer Outside of a Transaction and View Cash Drawer Reporting permissions enabled for their permission set in gild to start/cease cash drawer sessions.

Note: Cash drawer management isn't bachelor on smartphones. View Foursquare app features by mobile device.

Enable Cash Drawer Management

1. From the navigation bar at the bottom of your screen, tap ≡ More.

2. Tap Settings > Greenbacks Management > toggle the switch next to Greenbacks Management on.

3. Tap Open in Reports.

4. Enter your default starting cash amount, then tap Starting time Drawer > Ostend Start Drawer.

5. Tap the back pointer or Checkout from the navigation bar to return to your checkout screen and brainstorm accepting payments.

Note: If Greenbacks Direction doesn't appear in your settings, yous may need to add the Cash Direction Add together-on. In the app, tap ≡ More than > Add-ons > Cash Management > Add to Betoken of Sale.

Start a Cash Drawer Session

Later on you start a cash drawer session, you'll encounter basic information on the electric current session, including starting greenbacks amount, cash sales, greenbacks refunds, cash paid in/out and the expected cash amount in the drawer.

1. From the navigation bar at the bottom of your screen, tap ≡ More.

2. Tap Reports > Current Drawer.

3. Tap Starting Cash to enter the starting greenbacks amount in your drawer.

4. Tap Start Drawer > Confirm Start Drawer.

5. Enter an optional drawer description.

6. Go dorsum to your Register to first accepting sales.

With Cash Management enabled, you can also offset a new drawer session past inbound a auction and tapping Charge. When the Kickoff Drawer prompt appears, enter your starting greenbacks corporeality > tap Start Drawer.

Add together a Clarification to a Cash Drawer

Add together a drawer clarification to assistance identify your cash drawer during a session.

1. From the navigation bar at the bottom of your screen, tap ≡ More than.

2. Tap Reports > Current Drawer.

3. Tap Drawer Description and enter a description.

Record Cash Paid In and Paid Out

With the Paid In/Out feature, you tin record transfers and withdrawals from your cash drawer. Cash paid in and out appears in the drawer history, with both the clarification you enter and the total corporeality in the drawer.

To tape cash paid in and out:

1. From the navigation bar at the lesser of your screen, tap ≡ More.

2. Tap Reports > Current Drawer.

3. Tap Paid In/Out.

4. Enter the cash amount and a description.

5. Tap Paid In if you add cash, or Paid Out if you remove cash from the drawer.

6. Tap Confirm Paid In or Confirm Paid Out.

End a Cash Drawer Session

In addition to endmost a greenbacks drawer from the Foursquare app, you can close any open cash drawers from your online Square Dashboard.

Note: Ending a greenbacks drawer is different than closing a cash drawer. When closing a cash drawer, you are recording the actual amount when catastrophe the drawer. Ending a cash drawer is simply clicking "End Drawer".

Finish Cash Drawer From the Square App

1. From the navigation bar at the lesser of your screen, tap ≡ More.

2. Tap Reports > Current Drawer.

3. Tap End Drawer.

4. Enter the total amount in the drawer, or go on this field blank.

5. Tap End Drawer > Confirm End Drawer.

End Cash Drawer From the Online Square Dashboard

To get started:

1. Head to your online Square Dashboard > Reports.

2. Click the Cash Drawers tab > Drawer Report.

3. On the drawer report details, you'll come across the choice to Finish Drawer. Enter the actual amount and drawer description.

If you lot desire to grant a managing director or employee access to manage cash drawers online, just make sure to update their permissions from the Team section of your online Foursquare Dashboard. You lot'll need to grant them permission to View Cash Drawer Reporting.

Keep in mind: Y'all volition non be able to pay in/out when you end a drawer remotely.

Motorcar-Email Written report

Yous can opt to have a greenbacks drawer written report automatically sent to your email accost when you stop your drawer.

1. From the navigation bar at the bottom of your screen, tap ≡ More.

2. Tap Settings > Cash Direction.

3. Toggle on Auto-Electronic mail Report.

4. Enter in your preferred email accost.

Keep in listen: Cash drawer reports are device specific. If you have multiple devices with cash drawers, you'll demand to run a report of each one separately.

You lot are not required to enter in your primary Foursquare email accost. If y'all'd prefer, y'all can utilise an alternate email address to receive this report. Continue in mind Greenbacks Drawer reporting is specific to the device connected to the Greenbacks Drawer.

View Your Drawer History

To view your drawer history from the Foursquare app, Register or Terminal:

1. From the navigation bar at the bottom of your screen, tap ≡ More.

2. Tap Reports > Drawer History.

3. Tap the drawer you'd similar to review.

To email the study, tap the envelope icon.

If your device is connected to a supported receipt printer, you'll also come across the option to print your greenbacks drawer report.

To view your drawer history online:

1. Visit Reports > Cash Drawers in your online Square Dashboard.

2. Click the date selector tool to set the dates you'd like to view.

3. Click a drawer session from the list to view details.

4. Add columns to view details like Paid In/Out, Device, and Location.

Annotation: Cash drawer reports can't be downloaded or exported from your online Dashboard at this time.

Manage Team Fellow member Access to Your Greenbacks Drawer on an iPad

With Foursquare's Team Direction, you can control your team'south access to your in-app greenbacks drawer reports on an iPad, including those that are printed and emailed. With the permission View Expected Amount In Greenbacks Drawer enabled, a squad member can view the following at the cease of any cash drawer session:

• Total greenbacks sales

• Full cash refunds

• The expected cash amount in the drawer

• The actual cash amount in the drawer

If this permission is non enabled, a squad member won't take access to the data to a higher place.

Annotation: The permission View Expected Amount In Greenbacks Drawer does non apply to auto-emailed cash drawer reports.

To modify this permission:

1. Visit Team > Permissions in your online Square Dashboard.

2. Click a permission grouping and check or uncheck the box side by side to View Expected Amount In Greenbacks Drawer > Save.

Annotation: Passcodes must exist enabled from the Square app on your device to utilize this feature. Visit Settings > Security > Passcodes to enable.

Source: https://squareup.com/help/us/en/article/5152-cash-drawer-management

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