Cash Drawer: View a breakdown of all changes to a drawer with Actionable Insights

The Cash Drawer Insight shows you a breakdown of all changes made to drawers. This gives you insight into data across all of your locations, so you can reconcile sales for your entire business.

You can use the Cash Drawer to reconcile sales and investigate why your drawer does not balance, as well as other accounting purposes.

1. Go to Insights > Cash Drawer.
2. You can change the Location Name controls to filter the results you see.
3. Pick an Opened At date range that fits your needs. 
   • The default date is yesterday.
   • The Shift Report includes data from the past 3 months, not including today.

Some information in the Shift Report includes:

• Open Amount: The amount you entered when you started the drawer.
• Left in Drawer: The amount you left in the drawer when you closed it.
• Drop Amount: The amount you counted when closing the drawer, not including the amount you left in the drawer.
• Paid In: The amount you added to the drawer, such as additional quarters for making change. 
• Paid Out: The amount you removed from the drawer, such as a mid-shift cash drop.
• Expected Ending Cash: The amount that should be in the drawer, taking all cash transactions into account.
• Actual Ending Cash: The amount that you have counted in the drawer.
• Ending Cash Difference: The difference between the Expected Ending Cash and the Actual Ending Cash. This shows you whether or not your drawer reconciled. This should be $0.00. If it's not, learn some reasons why in our article.

Also in the Shift Report:

• Location Name
• Opened At/Closed At
• Shift ID
• Device Name
• Employee Username
• Payments (Cash, Debit, Cashless ATM, Gift Card, Credit)
• Discounts
• Taxes
• Discounts

Largest Cash Differences

To view information about drawers that did not reconcile, select the Largest Cash Differences tab.

• Greenbits takes the Over/Short amounts for one budtender for the time period you select and adds them together. The bigger the bar in the chart, the more the drawers are off.
  • You can use this information to give extra training to budtenders whose drawers consistently do not reconcile.

Cash Drawer

To view details about individual Paid In/Paid Out transactions, select the Cash Drawer tab.

• You can change the Location Name controls to filter the results you see.
• You can also change the Username to filter by employee.
• Pick a Date range to suit your needs.
• To see paid ins and out for each of your users, view the Sum of Amount by User and Type chart.