Cash Shifts
Open, manage, and close cash shifts with denomination counting and automatic POS integration.
A cash shift represents a period during which a cashier is responsible for a specific cash register. Every cash transaction that occurs during the shift — sales, refunds, paid-outs, and float adjustments — is attributed to it. At the end of the shift, the cashier performs a physical count and the system calculates whether there is a variance between the expected and actual cash.
Shifts are opened and closed at the till — the EleoEdge desktop app or the kiosk, wherever your cashiers take payment. The Suite’s Cash Management screens are for reading and supervising: dashboards, shift history, reports, registers and spot checks. There is no Open Shift or Close Shift button in the web app.
Opening a shift
Opening a shift is the first step in the daily cash workflow. It establishes who is responsible for the drawer and records the starting cash amount.
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Select a register
At the till, click Open Shift. If your store has multiple registers, select the one you will be working with. Registers that already have an open shift or are in maintenance mode are not available.
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Count the opening float
Count the physical cash in the drawer and enter the total. If your store policy requires denomination-level counting, you will see a denomination grid where you enter the quantity of each bill and coin. The system pre-fills the suggested float from the register’s default setting.
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Confirm and start
Review the summary and click Open Shift to begin. From this point, all cash transactions at this register are tracked against your shift.
Only one shift can be open per register at a time. If a previous shift was not closed, it must be closed before a new one can begin.
During the shift
While a shift is open, cash transactions are tracked automatically:
- Cash sales — When a customer pays with cash at the POS, a cash transaction is automatically created and linked to your active shift. Change given is calculated and recorded.
- Cash refunds — Refunds paid out in cash are recorded as outflows against the shift.
- Paid-outs — Manual cash disbursements for expenses like deliveries or petty cash are recorded as transactions.
- Float adjustments — If a manager adds or removes cash from the drawer mid-shift, it is logged as a float adjustment.
Eleo’s POS integration automatically creates cash transactions when a cash payment is processed. Your cashiers simply ring up the sale as normal and the cash management system handles the rest.
Closing a shift
Closing a shift triggers the reconciliation process. This is where the system compares what should be in the drawer against what is actually there.
- 1
Review the shift summary
Click Close Shift at the till. You will see a summary of all transactions: total cash sales, refunds, paid-outs, safe drops, and float adjustments.
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Perform the physical count
Count the cash in the drawer. If denomination counting is required by your store policy, enter the quantity of each bill and coin denomination. Otherwise, enter the total amount.
- 3
Review variance
Eleo calculates the expected cash and compares it to your physical count. The variance is displayed immediately. If the variance exceeds your store’s configured threshold, it will be flagged in red.
Expected Cash = Opening float + Cash sales + Float additions − Refunds − Paid-outs − Safe drops − Float removals
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Add notes and confirm
Optionally add a note explaining any variance. Click Close Shift to submit. The shift moves to a Pending Reconciliation state for manager review.
The person who closes the shift cannot approve the reconciliation. A different team member with the appropriate permission must review and approve. This enforces accountability and prevents a single person from concealing discrepancies.
Shift statuses
A shift moves through these statuses during its lifecycle:
- Open — The shift is active and transactions are being recorded.
- Pending Reconciliation — The shift has been closed by the cashier and is awaiting manager review.
- Reconciled — A manager has reviewed and approved the reconciliation.
- Rejected — A manager has rejected the reconciliation and sent it back for re-counting or investigation.
Viewing shift history
Navigate to Cash & Tills → Shifts to see a searchable, filterable list of all shifts. You can filter by date range, register, cashier, and status. Click any shift to view its full detail page with five tabs: Overview, Transactions, Denominations, Reconciliation, and Audit Trail.
My Shifts
Cashiers can view their own shift history by navigating to Cash & Tills → My shifts. This shows only shifts belonging to the currently logged-in user, making it easy for team members to review their own performance and variance history.