Review and Print the Till Report

Introduction

Get a detailed breakdown of till activity to track performance and reconcile cash. The Tills Report gives your store a complete summary of each till session. It includes sales data, payment details, and cash logs, making it easier to reconcile cash drawers and monitor cashier performance.

You can access the Till Report from two places:

• Back Office: For a high-level overview and to make adjustments to till counts.

• POS: For a detailed, printable report of a specific till session.

Table of Contents

1. Understanding Till Status and Differences
2. Till Report in the Back Office
3. Till Report at the POS

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Understanding Till Status and Differences

Before reviewing your reports, it helps to understand the key terms for till status and cash differences.

Understanding Till Status

A till's status refers to whether it has been closed. Tills can have one of two statuses:

• Open: A closing till amount has not yet been reported.

• Closed: A closing till amount has been reported for the till.

Understanding Till Differences

A till difference is the calculated cash variance between the Expected Amount and the Actual Amount. This dollar amount is shown in the Difference column of the report.

• Expected Amount: The automatically calculated till balance based on the starting amount, cash transactions, pay-ins, pay-outs, cash back, and cash refunds.

• Actual Amount: The amount of cash the cashier counts and reports when they close the till.

All tills will fall into one of three categories:

• Till Under: The Actual Amount is less than the Expected Amount. When this occurs, the difference will be displayed in red with parentheses.

• Till Over: The Actual Amount is more than the Expected Amount. When this occurs, the difference will be displayed in black.

• Till Accurate: The Actual Amount is equal to the Expected Amount. When this occurs, the till difference will be $0.00 or empty.

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Till Report in the Back Office

View the Till Report:

You can view the Till Report directly from the Back Office:

1. Navigate to Point of Sale in the left-hand menu.

2. Click Tills. This page displays all recent till sessions.

3. Use the Date, Register, or Cashier filters to find the session you want to review.

4. Click Review  on the right side of any row to open the Till Summary panel.

Adjust a Till Balance

Reviewing till balance helps identify any errors or discrepancies in cash handling or transaction entries. To adjust balance,

1. From the Till Summary panel, click Adjust Till.

2. In the Starting Amount or Updated Count field, enter the correct opening or closing cash amount.

3. Click Confirm to save the new balance.

Video Walkthrough 

 

Print the Till Report in the Back Office

To download and print a PDF version of the tills:

• Use your browser's print function (e.g., Ctrl+P or Cmd+P) to save as a PDF or print it.

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Till Report at the POS

View the Till Report: 

You can also generate the Till Report directly from the register.

1. From the main register screen, tap the menu icon (a clock) in the bottom-left corner.
2. Tap Reporting.
3. Select Tills.
4. Tap a till session from the list on the left to view the full report on the right.

Printed Till Report from the POS

The report generated at the POS is the most comprehensive version available.

To print it:

1. Follow the steps above to generate the Till Report on the screen.

2. Tap Print Report at the bottom of the screen.

The printed Till Report includes the following sections:

• Net Sales, Order Total, Average Basket Size, Average Item Count 

• Sales Summary

• Payments Summary

• Department Sales