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Cashing Up Procedure

Andrew Weir avatar
Written by Andrew Weir
Updated over 3 weeks ago

The Cash Up Procedure in INDY POS is used to balance tills at the end of a shift. This ensures accurate end-of-day reconciliation and prevents discrepancies in financial reporting.

Cashing up allows staff to:

  • Count and confirm daily cash totals

  • Enter cash totals by denomination or as a single amount

  • Finalize and lock tills to prevent further edits


Step 1: Access the Cash Count Menu

  1. Open the Top-Right Hamburger Menu (☰).

  2. Select Cash Count.

  3. If you are a supervisor or manager, you can:

    • Select an individual POS terminal

    • Or choose All to view every till at your site


Step 2: Select the Till to Count

  1. Choose the specific POS terminal being cashed up.

  2. The system displays the cash taken for the day minus the starting float.

  3. Verify the amounts before beginning your count.


Step 3: Enter the Cash Count

You can enter your cash totals in two ways:

Option 1 – Total Amount Entry

  • Enter the full cash total into the right-hand field.

  • Example: $685 total cash with a starting float of $200

Option 2 – Denomination Entry

  • Enter quantities of each note or coin for auditing purposes

  • Example:

    • 10 × $50 notes

    • 4 × $10 notes

  • The system calculates totals automatically and ensures they balance


Step 4: Verify and Finalize the Till

  1. Confirm that the total counted cash matches the expected balance.

  2. Click Save / Finalize to:

    • Lock the till (no further edits allowed)

    • Record the deposit amount for the day

✅ Once finalized, the till is closed for the shift and cannot be modified.


Tips for Staff

  • Always double-check cash totals before finalizing the till.

  • Use denomination entry for detailed audit tracking.

  • Supervisors can review all tills to identify any discrepancies quickly.


Notes

  • Video Reference Timestamp: 0:01 – 2:13

  • Key Notes:

    1. Cash Up locks the till once finalized – no further edits allowed

    2. Denomination entry is optional but recommended for auditing

    3. System automatically accounts for starting float

  • Common Support Queries:

    1. Till won’t balance: Check float setup and confirm all sales are closed

    2. Need to edit after finalization: Requires manager intervention to reopen records

    3. Multiple tills at site: Use the All view to reconcile quickly

  • Best Practice:

    • Train staff to enter totals first, then use denominations for accuracy checks

    • Supervisors should audit random tills for accountability

    • Include cash-up reports in your end-of-day closing procedure

Watch the Tutorial

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