Who can do this?
Owners and Managers can record cash movements in an open drawer. Staff cannot; they see that a manager is needed. Staff can move cash to the safe only while closing a drawer, and only when the shop allows it.Where to do it
In the web app, open Settings → Cash drawers, select the drawer and choose Move cash. If the drawer is closed, you first open it with its retained cash or a new count. In the mobile app, open Sell → Cash drawers, select the drawer and choose Move cash on the Drawer tab.Steps
- Select Move cash and choose the Movement type:
- Top up (mobile: Add cash): cash goes into the drawer, for example change from the safe.
- Cash to safe (mobile: Drop to safe): cash comes out of the drawer.
- Denomination exchange (mobile: Exchange denominations): swap pieces for others of the same total value.
- Tip payout (mobile: Pay out tips): cash tips leave the drawer.
- Enter a Note for your team (required), such as the safe bag number. The note stays in the drawer’s activity.
- Enter the quantity of each note and coin under Put into drawer or Take out of drawer. For an exchange, fill in both sides with equal totals.
- For cash to the safe, Move all cash to safe (mobile: Move all cash) or Move banknotes only fills in the quantities for you. Clear quantities starts again.
- Tick I confirm these exact pieces have physically moved. (mobile: I confirm these exact notes and coins have physically moved.).
- Select Record actual cash movement (mobile: Confirm the displayed cash movement).