Register (shifts)

Opening a shift

Before you can start selling, you need to open a shift. On the home screen, tap the green "Start selling" button. The "Opening cash" dialog with a numpad appears.

If a previous closeout exists, the field is automatically pre-filled with the last closing cash amount — so you don't have to enter the same value again.

Enter or adjust the opening cash balance in the register (how much money you physically have in the drawer at the start of the shift). If you have foreign currencies set up, you can switch between currencies using the chips and enter the opening cash for each currency separately. Confirm by tapping OK. The shift opens.

After the shift is open:

• The "Start selling" button changes to "Closeout" (red with a lock icon)
• The "Quick tab" and "Create tab" buttons become active
• The status in the info panel changes to "Shift active"
• Shift statistics start to appear

Cash journal

Open the cash journal by tapping "Cash journal" on the home screen. A dialog opens showing the current cash balance in the header (e.g. "Cash in register: 269.00 Kč").

Filters

At the top of the journal there are three toggle filters and a button for a new entry:

• Cash in (default: ✓) — manual cash deposits into the register
• Cash out (default: ✓) — manual cash withdrawals from the register
• Sales (default: off) — automatic records of cash payments
• Cash in / out (button) — opens a dialog for manually recording a cash deposit or withdrawal

Records table

Records are displayed with the following columns:

• Time — time of the transaction
• Type — type of entry (Cash in, Cash out, Sale)
• Amount — amount with + or − (green for incoming)
• Note — note or tab number (for sales, the tab number is shown)

Example: "12:15 | Sale | + 269.00 Kč | B1-075-0001"

Cash in / out

Tap "Cash in / out" to open a dialog for recording a manual cash movement. The dialog contains:

• Amount — field showing the entered value
• Currency (if you have foreign currencies set up) — chips for selecting the currency
• Numpad — keypad for entering the amount
• CASH IN (green button next to the numpad) — records a cash deposit into the register
• CASH OUT (red button next to the numpad) — records a cash withdrawal from the register
• Note (bottom) — button for adding a note to the entry

Use it for situations such as adding money from the safe, withdrawing cash for a small purchase, or making a correction.

Shift closeout

At the end of the shift, tap "Closeout" (the red button). A dialog with the shift summary opens.

Closeout dialog

The closeout dialog presents all shift information clearly in several sections:

Shift information — date and time the shift was opened, who opened it, duration, the number of paid/transferred/voided/refunded tabs, and any tabs still open.

Sales — an overview of sales by payment method (cash, card, transfer, etc.) with a grand total and tips.

Cash — the key section for reconciling the register:

• Opening cash — the amount entered when the shift was opened
• Cash sales — total cash sales
• Cash in — sum of manual deposits (shown only if there were any)
• Cash out — sum of manual withdrawals (shown only if there were any)
• Expected cash — the theoretical balance calculated by the system (in bold)
• Actual cash — a button that opens a numpad for entering the counted amount. The field is automatically pre-filled with the expected cash value — the staff member can adjust it after recounting.
• Difference — the difference between actual and expected cash. A green surplus (+) or a red shortage (−) is shown. If they match, "+0 Kč" is shown in green.

If you have foreign currencies set up and foreign-currency transactions occurred during the shift, an additional Foreign-currency cash section appears with a similar overview for each currency.

Note — an optional note for the closeout (the "Note" button opens a dialog for entering text).

At the bottom of the dialog there are buttons:

• Print — a toggle for automatically printing the Z-report after closing (a check mark icon indicates the active state)
• Cancel — return without closing
• Close — close the shift (active only after the actual cash has been entered)

Z-report

The Z-report is a summary report of the shift containing:

• Shift information (register, date, time, duration, user)
• Sales by payment method and VAT
• Tips (if any)
• Discounts (item, tab, voucher, loyalty)
• Tab counts (paid, transferred, voided, refunded)
• Cash reconciliation (opening, sales, cash in, cash out, expected, actual, difference)
• Foreign-currency cash (if present)

The Z-report is printed automatically after the closeout (if the print toggle is active) or you can print it manually from the reports.

Practical tips

Always open a shift before you start selling. You cannot create tabs without an open shift.

Record manual entries (cash in/out) immediately, so the cash journal doesn't drift away from reality.

When closing out, count the cash twice. If the difference is larger than minor rounding, look for the cause.

For managers and administrators

Analyzing the Z-report

The Z-report is the key document for reviewing a shift. It contains the following sections worth paying attention to:

• Shift information — who opened the shift, when, and how long it lasted. Check whether the time matches the actual working hours.
• Sales by payment method — a breakdown of total sales into cash, card, transfer, meal vouchers, etc., with the number of transactions for each method. Compare against the terminal statements.
• Discounts — an overall summary of the discounts granted (item, tab, voucher, loyalty). If they are unusually high, check the detail in Reports.
• Voided and refunded tabs — count and value. A high number of voids may signal an operational problem or abuse.
• Cash reconciliation — a comparison of expected and actual cash. See the section below.

You can find Z-reports in the archive under Reports > Z-reports (see chapter 14).

Cash difference

The Difference line in the closeout shows the discrepancy between expected and actual cash:

• Positive difference (green) = surplus — there is more money in the register than the system expects. Usually a small surplus from rounding.
• Negative difference (red) = shortage — money is missing from the register. It may be an unrecorded withdrawal, money handed out incorrectly, or theft.

If the difference recurs, check the movements in the cash journal and verify whether the staff honestly record all deposits and withdrawals.

Auditing cash movements

All cash movements (cash in, cash out, sales) are recorded along with information about who performed them and when. You can find a detailed overview in:

• Cash journal (on the home screen) — movements for the current shift
• Reports > Cash (see chapter 14) — movements for any period, with filtering by type, user, and currency

Each record contains the time, type of movement, amount, note, and the name of the user who performed the action. This makes it possible to trace back any discrepancy.

Editing shifts

If you need to correct an employee's clock-in or clock-out time (e.g. they forgot to sign in), go to Reports > Shifts, tap the relevant shift, and adjust the times. This feature requires the shifts.manage permission (Manager and above).

The shift editing dialog shows:

• Staff member — the employee's name (cannot be changed)
• Clock-in time — with a date and time picker
• Clock-out time — with a date and time picker (or "in progress" for an active shift)
• Original values — if the shift was edited earlier, the original times are shown
• Edited by — the name of the person who last made the change, and when

This way the system ensures a complete audit trail — you can always see who edited a shift and when. The "Delete shift" button lets you remove a shift entirely (this also requires shifts.manage).

Permissions for register operations