Cash Tracking

A tracking session is a period of time during which transactions take place in your store. You use a tracking session to balance your cash drawer on a regular basis and hold staff accountable for the money they've handled.

Each Shopify POS device only displays its own tracking sessions. If you delete and re-install the Shopify POS app, you lose the device's saved tracking session data.

The Register screen

The Register screen enables you to create and review tracking sessions for your store. You can monitor your daily cash transactions, and adjustments made by staff members.

After you start a tracking session, you can also monitor sales by other payment types, such as credit cards.

Enabling tracking sessions

  1. From Shopify POS, tap > Settings > Payment settings.

  2. Tap Cash.

  3. Tap the toggle button to enable or disable Track cash.

Start a new tracking session

You can create a Shopify POS tracking session in either of two ways:

  • Manually, if you want to specify the initial cash float for the tracking session.

  • Automatically, if you want Shopify to use the expected cash sum in the cash drawer as the float for the next register shift.

Opening a tracking session manually

If you create a new tracking session manually, you can enter a value for your cash float. The cash float is the amount of money initially provided in the cash register so that staff can make change for cash payments.

Steps:

  1. From Shopify POS, tap > Register.

  2. Tap Start tracking session. The Start tracking session dialog opens.

  3. Enter the float or starting amount.

  4. Optional: Enter a note.

  5. Tap Confirm. The tracking session stays open until you manually close it.

Opening a tracking session automatically

If you've closed a tracking session and you don't open another before processing the next order, Shopify opens a new tracking session automatically.

The calculated cash balance at the close of the previous tracking session is used as the float or opening amount. If this is the first tracking session for your store, the float is set to $0.

View tracking session details

The information varies slightly depending on whether you're viewing an open or a closed cash tracking session.

The following information is always displayed:

  • the date of the shift
  • the total sales for that shift
  • the name of the staff member who opened the shift
  • the initial float amount
  • any adjustments that staff members have made to the sum of the cash in the drawer (for example, if they've used some of their own money to make change).

If the session is closed, you see the following:

  • the name of the staff member who closed the session
  • the cash counted at the end of the session (as long as you entered it when you closed the session
  • the amount of cash in the drawer that was expected when the session was closed
  • the cash left in the float after you performed the final balance of the cash drawer (usually done when you remove the day's takings)
  • sales by each payment type

View the open tracking session

  1. From Shopify POS, tap > Register.

  2. Tap the View open session.

View the history of a closed tracking session

  1. From Shopify POS, tap > Register.

  2. Tap the Session history.

  3. Tap the tracking session you want to view.

  4. Optional: Tap Sales by payment type > Print page.

Adjust the float

A register float adjustment involves the addition or removal of cash. It might be necessary if, for example:

  • a staff member can't make the right change with the cash in the drawer
  • the cash in the drawer has exceeded your preferred limit (some companies impose a limit to prevent theft or a miscalculation at closing)
  • a staff member needs to temporarily remove cash from the drawer.

Steps:

  1. From Shopify POS, tap > Register.

  2. Tap View open session.

  3. Tap either Add or Remove, depending on the type of transaction that you want to make.

  4. Enter the amount added or removed.

  5. Enter a note, if necessary.

  6. Tap Confirm.

Adjustments to a register appear in the register history on the Register screen.

Close a cash tracking session

To balance your cash drawer accurately, you should close tracking sessions at regular intervals (for example, at the end of each day, or when a staff member's shift ends).

When you close a tracking session, the following information is added to the session history:

  • the cash counted at the end of the session
  • the expected value of the cash in the drawer, which is calculated based on all the cash transactions that occurred during the session, and takes into account the initial float and any adjustments made while the shift was open
  • the cash left for the float after you performed the final balance of the cash drawer (usually done when you remove the day's takings)
  • sales by each payment type

The amount of cash in the cash drawer and the expected balance should be the same.

Steps:

  1. From Shopify POS, tap > Register.

  2. Tap View open session.

  3. Tap End tracking session.

  4. Enter the amount of cash in the cash drawer, and tap Next.

  5. Review the totals on the Cash summary page and tap Next.

  1. Select an amount to leave in the cash drawer and tap Next.

  2. Confirm how much cash you want to remove from the register, and tap Confirm.

  3. Review the tracking session summary.

  4. Optional: Tap Print. This prints only the cash details for this tracking session. If you want to print a summary that has all payment types, then you need to go to the session's history.

  5. Tap Done.

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