# Cash Register Management The **Cash Register** feature in ActuaryPOS Hybrid Solution helps you track money going in and out of each register (till). You can record the opening balance, track all transactions, and close out the register at the end of a shift. --- ## What You'll Learn - How to open a cash register - How to track cash in and cash out - How to close a register and view the summary - How to count cash denominations --- ## How to Open a Cash Register 1. Go to the **POS** screen. 2. If no register is open, you'll be prompted to **Open Register**. 3. Enter the **Opening Cash** amount — how much cash is physically in the drawer. 4. Click **Open Register**. 📸 *[Screenshot: The Open Cash Register dialog with the opening cash amount field]* > 💡 **Tip:** Always count the cash in the drawer before opening the register. This ensures your records match the actual cash on hand. --- ## How to View the Current Register 1. On the POS screen, click the **Cash Register** icon/button. 2. You'll see a summary of the current register: - **Opening Balance** — what you started with - **Total Sales** — cash collected from sales - **Cash In** — extra cash added to the register (e.g. change float top-up) - **Cash Out** — cash removed from the register (e.g. petty cash, expenses) - **Current Balance** — the expected amount in the drawer right now 📸 *[Screenshot: The current cash register summary panel]* --- ## How to Record Cash In / Cash Out ### Cash In (Adding Money) 1. On the POS screen, click the **Cash Register** icon. 2. Click **Cash In**. 3. Enter the **Amount** and a **Note** describing why (e.g. "Change float top-up"). 4. Click **Save**. ### Cash Out (Removing Money) 1. On the POS screen, click the **Cash Register** icon. 2. Click **Cash Out**. 3. Enter the **Amount** and a **Note** describing why (e.g. "Office supplies purchase"). 4. Click **Save**. 📸 *[Screenshot: The Cash In / Cash Out dialog with amount and note fields]* --- ## How to Close a Cash Register At the end of a shift or day: 1. On the POS screen, click the **Cash Register** icon. 2. Click **Close Register**. 3. You'll see a summary of all transactions. 4. Enter the **Closing Cash** — the actual cash counted in the drawer. 5. The system will show the **Difference** (expected vs. actual): - **Zero** — perfect! The register balances. - **Positive** — there's extra cash (overage). - **Negative** — cash is short (shortage). 6. Add any closing notes if needed. 7. Click **Close Register**. 📸 *[Screenshot: The Close Register dialog showing the expected vs. actual amounts and difference]* > ⚠️ **Important:** Always investigate any shortage before closing the register. Talk to the cashier to understand the discrepancy. --- ## Cash Denomination Counting When closing the register, you can break down the cash by denomination: 1. On the Close Register screen, look for the **Denomination** section. 2. Enter the count for each denomination: - How many ₨5000 notes? - How many ₨1000 notes? - How many ₨500 notes? - (and so on for all denominations) 3. The system automatically calculates the total. 4. This total becomes your **Closing Cash** amount. 📸 *[Screenshot: The denomination counting table with note/coin types and quantities]* > 💡 **Tip:** Denomination counting makes closing more accurate and helps identify errors. --- ## Viewing Register History To see past register sessions: 1. Go to **Cash Register** from the left sidebar (or **Reports → Register Report**). 2. You'll see a list of all past register sessions with: - **Open Time** and **Close Time** - **User** — who operated the register - **Opening Balance** and **Closing Balance** - **Total Sales** and **Difference** 3. Click on a session to see the full transaction details. 📸 *[Screenshot: The register history list showing past sessions]* --- ## Settings & Options | Setting | What It Does | Where to Find It | |---|---|---| | **Enable Cash Register** | Turn on the cash register feature | Business Settings → POS | | **Cash Denomination** | Enable/disable denomination counting | Business Settings → POS | | **Auto-Open Register** | Automatically open register when POS loads | Business Settings → POS | | **Restrict to One Open Register per User** | Prevent multiple registers per user | Business Settings → POS | --- ## Common Questions **Q: Can two cashiers use the same register?** A: It's best practice for each cashier to have their own register session. This makes accountability easier. **Q: What if I forgot to close the register yesterday?** A: Open the register details and close it with the correct closing amount. Make a note explaining the late closure. **Q: Can I re-open a closed register?** A: No, once closed, a register session is finalised. Start a new session instead. **Q: Where do I see all register reports?** A: Go to **Reports → Register Report** for a complete history. **Q: Can the manager close someone else's register?** A: Depending on permissions, a manager may be able to close any open register. --- ## Tips & Best Practices - 📌 **Count cash before opening** — ensure the opening amount matches actual cash - 📌 **Record every cash out** — even small amounts, to maintain accuracy - 📌 **Close daily** — close the register at the end of every shift - 📌 **Use denominations** — count by denomination for more accurate closing - 📌 **Investigate shortages immediately** — don't just close and move on