Managing drawers ensures accuracy during daily operations and helps prevent discrepancies. This article guides you through viewing, editing, and monitoring active drawers.
Manage an Open Drawer
Navigate to Drawers from the menu in the upper left corner.
A list of drawers (opened or closed) will display.
Select the open drawer to manage.
The drawer’s details and status will appear in the panel on the right side of the screen. These options are only available if the User has permission under their Role.
Edit - Change the name, drop trigger balance, or rooms associated with the drawer.
Count & Close - Close the drawer for the day and enter final denominations found in the Drawer.
Drop - Drop money from the register to the safe. Money is being removed from the balance.
Pop Drawer - Open the physical cash drawer without making a payment. This does require a reason and PIN.
Pay In - Add money into the register. This adds to the drawer balance.
Pay Out - Pay a bill from the register. This deducts money from the register and the revenue for the day.
Add or Remove Users from the Drawer
Select the Plus button to add another user to the drawer
A drawer can have as many users as you would like.
A user can be assigned multiple Drawers.
Select a user's initials to remove them from a drawer.
View Drawer Activity on the right panel to see when users have been added/removed, when a drawer was created, opened, closed, etc.
This data can also be filtered via date range and exported
Manage a Closed Drawer
Navigate to Drawers from the menu in the upper left corner.
A list of drawers (opened or closed) will display.
These options are only available if the User has permission under their Role.
Select the closed drawer to manage.
Count & Open - Enter the beginning balance for the day and open a drawer.
Delete - Delete a drawer so it's no longer able to be used
View Drawer Activity on the right panel to see when users have been added/removed, when a drawer was created, opened, closed, etc.
This data can also be filtered via date range and exported
❓ Frequently Asked Questions
Can I adjust a drawer’s starting balance mid-shift?
No. The starting balance cannot be changed once the drawer is created.
How can I track activity in real time?
View the drawer’s transaction history in the same menu.
Who can edit drawers?
Only employees with the appropriate manager or admin permissions can modify drawers. See the Drawer Role Permissions article for more information.
Great work! 🥳
The drawer is now updated and ready for continued transactions.