Setup & Configuration
How do I enable the daily cash register feature?
Go to Business Settings → Modules tab → Additional Features and check "Enable Global Cash Register". This feature works for both POS and non-POS businesses like tailoring shops.
What's the difference between global cash register and POS cash register?
Global cash register tracks all cash transactions across your business, while POS cash register is specific to point-of-sale operations. Global register is useful for service businesses that don't use traditional POS but still handle cash.
Can I have multiple cash registers for different locations?
Yes! Each business location can have its own cash register. This allows you to track cash separately for different branches or departments.
Who can access the cash register?
Access is controlled by user permissions. Typically, cashiers, managers, and business owners have access. You can customize permissions in User Management settings.
Daily Operations
How do I open the cash register in the morning?
1. Navigate to Cash Register → Open Register
2. Enter the starting cash amount (bills and coins)
3. Add any opening notes
4. Click "Open Register" to start the day
What if I forget to open the register before making sales?
You can still open the register later, but ensure you enter the correct starting amount. The system will track all transactions from the opening time forward.
How does the system track cash transactions throughout the day?
The system automatically records all cash sales, cash payments, cash refunds, and manual cash adjustments. Each transaction updates the expected cash total in real-time.
Can I add or remove cash during the day?
Yes! Use "Cash In" to add money (like change from bank) or "Cash Out" to remove money (like petty cash expenses). Always add a reason for the transaction.
How do I close the cash register at the end of the day?
1. Count all physical cash in the drawer
2. Go to Cash Register → Close Register
3. Enter the actual cash count
4. The system will show any discrepancies
5. Add closing notes and confirm closure
What happens if my cash count doesn't match the system?
The system will show the discrepancy amount. You can investigate by reviewing the day's transactions, checking for missed entries, or recording the difference as a cash adjustment with notes.
Can I reopen a closed register?
Generally no, for audit purposes. However, administrators can make adjustments or reopen with proper authorization. Contact your system administrator if needed.
Business Type Specific
How does cash register work for tailoring shops?
For tailoring businesses, track cash when customers pay for fittings, final orders, or fabric purchases. Use the global cash register to monitor all cash flow even without traditional POS transactions.
How about restaurants without POS systems?
Restaurants can use the global cash register to track table payments, delivery cash, and any other cash transactions outside the regular POS flow.
Can service businesses use this feature?
Absolutely! Service businesses like salons, repair shops, or consulting firms can track cash payments for services using the global cash register feature.
Troubleshooting
The cash register option is not showing in my settings
Check that you're looking in Business Settings → Modules tab (not System tab). If still not visible, contact support as this might be a permission or version issue.
Cash transactions are not being recorded automatically
Ensure that payment methods are properly configured and cash is selected as a payment option in your sales. Check that the cash register is opened for the day.
I'm seeing incorrect cash totals
Review all cash transactions for the day, check for manual adjustments, ensure all cash sales are properly recorded, and verify that opening amount was entered correctly.
Can I view historical cash register data?
Yes! Use Reports → Cash Register Reports to view historical data, daily summaries, and trend analysis. You can filter by date range and location.
How do I handle multiple currencies?
The basic cash register handles the base currency. For multiple currencies, consider the MultiCurrency premium module which provides advanced currency management.
What reports are available for cash register?
Available reports include daily cash summary, cash register variance report, cash flow analysis, and monthly cash register performance. All reports can be exported to PDF or Excel.
Best Practices
What are the best practices for daily cash management?
1. Always count cash before opening
2. Record all cash transactions immediately
3. Balance register at regular intervals
4. Keep detailed notes for any discrepancies
5. Close register every business day
6. Review daily reports for accuracy
How often should I reconcile the cash register?
Daily reconciliation is recommended. For high-volume businesses, consider mid-day counts as well. Always reconcile before shift changes.
What should I do if there are frequent discrepancies?
Check staff training, review procedures, ensure all transactions are recorded, consider additional security measures, and analyze discrepancy patterns to identify the root cause.
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