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Cash Adjustments

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

Cash Adjustments in INDY POS allow staff to record cash removed from a till during a shift for operational purposes.

Typical scenarios include:

  • Purchasing supplies (e.g., milk for café operations)

  • Buying newspapers or small consumables

  • Recording any cash taken out for site expenses during the day

Using the Cash Adjustment function ensures:

  • Accurate cash reporting at end-of-day

  • Audit trail for all withdrawals

  • Balanced tills despite cash being removed mid-shift


Step 1: Open the Cash Adjustment Menu

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

  2. Select Cash Adjustment.


Step 2: Record the Adjustment

  1. Enter a description of the adjustment:

    • Example: “$5 for milk from local store”

    • Optional: Add receipt numbers or other internal audit details

  2. Enter the cash amount being removed (e.g., $5)

  3. Click Create Adjustment


Step 3: Track Adjustments in Reports

  • Once created, the adjustment:

    1. Appears in Cash Count for that POS at end-of-day

    2. Is deducted automatically from the expected cash total

    3. Shows in reporting under Cash Deductions for the site

This ensures your till balances correctly without appearing short.


Tips for Staff

  • Always enter a clear description for every cash adjustment for audit purposes.

  • Keep physical receipts for all adjustments where possible.

  • Only authorized staff should perform cash deductions during a shift.


Notes

  • Video Reference Timestamp: 0:01 – 1:54

  • Key Notes:

    1. Cash adjustments do not reduce site revenue; they are tracked separately.

    2. POS-level adjustments flow into cash count and end-of-day reports.

    3. Proper use prevents tills from appearing short at close.

  • Common Support Queries:

    1. Adjustment not showing in reports: Refresh Cash Deductions or check POS selection.

    2. Till appears short despite adjustment: Confirm adjustment was logged before cash count.

    3. Multiple adjustments in a day: Each will log separately and total on EOD reports.

  • Best Practice:

    • Always log the adjustment immediately after removing cash.

    • Supervisors should review daily adjustments for accuracy.

    • Include Cash Adjustments as part of your daily cash handling SOP.

Watch the Tutorial

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