The Shifts feature helps businesses track cash activity during a working period. It records opening cash amounts, pay ins, pay outs, cash sales, refunds, and closing balances. Shift reports are stored in the Back Office for review and control.
1. Enabling Shifts
Log in to your Back Office.
Go to Settings → General Settings.
Enable the Shifts option.
Click Save.
Once enabled, the Shift menu will appear in the Loyverse POS app.
2. Opening a Shift
In the Loyverse POS app, open the Shift menu.
Enter the opening cash amount—the amount of cash in the drawer at the start of the working period.
Tap Open shift.
The shift is now active, and all cash and sales operations will be recorded.
3. Cash Management During a Shift
To record non-sales cash movements:
Go to Shift → Cash management.
You can perform two types of operations:
Pay In
Use Pay In when adding cash to the drawer without a sale—for example, supplying change.
- Enter the amount.
Tap Pay In.
Pay Out
Use Pay Out when removing cash from the drawer outside of a refund or sale—for example, paying for small expenses.
- Enter the amount.
- Tap Pay Out.
All operations are recorded in the cash management history and will be reflected in the shift report.
4. Closing a Shift
At the end of the working period:
Open the Shift menu.
Tap Close shift.
You will see the Shift summary screen:
- Expected cash amount – calculated from cash sales, refunds, and pay in/pay out operations.
- Actual cash amount – the amount counted physically in the cash drawer.
- The system will display any difference between these amounts.
When ready, tap Close shift to complete the shift.
5. Restricting Access to Expected Cash Amount
If you want cashiers to enter only the Actual cash amount without seeing the expected value:
In the Back Office, go to Employees → Access rights.
Open the Cashier role (or another role you want to adjust).
Disable View shift report.
Save the changes.
After this, cashiers will only see the Actual cash amount field when closing the shift.
6. Shift Reports in Back Office
Shift reports are available in the Back Office → Reports → Shifts section.
The shift list shows:
- POS name
- Opening and closing time
- Expected cash amount
- Actual cash amount
- Cash difference
Click on a shift to view detailed information, including all pay ins, pay outs, and cash-related transactions.
You can export:
- Shift summary report
- Pay ins and payouts report
for accounting or audit purposes.
See also: