How do I start my shift (opening cash balance)?
Short answer
After login, if Shift Operation is on, the page Open your shift opens. Type the Opening Balance (cash in your drawer) and click Start Shift.
Steps
- Log in. Any page redirects to Open your shift while you have no open shift.
- Check Desk user, the start and current date/time (read only).
- Under Opening balance type your Opening Balance (cash in your drawer right now; two decimals, default 0.00).
- Click Start Shift. Cancel clears the session and returns to the landing page.
Check the result
The Dashboard (or your last view) opens. All payments, refunds and extra income/expense you enter are recorded against this shift.
Common problems
- You are redirected to Open your shift every time: you have no open shift; start one.
- A shift is not wanted: the owner can switch Shift Operation off in Feature Setting.
- The Hours summary is shown on the page.
- Messages: General messages.