How to assign users to specific registers for proper discrepancy accountability

If several people use the same tills, a cash shortage at the end of the day is hard to trace. Assigning staff to specific registers means only the people you choose can open a register - so when the cash count at closing does not match, you know exactly whose shift it was. The video shows how discrepancy alerts protect your profits; the steps are written out below.

Step 1: Open your registers

Go to Settings > Business and open the POS Registers tab. Check the business and branch under Location Selection at the top - you see the registers for that branch, each with who it is assigned to.

Step 2: Assign the users

1. Press the pencil on the register you want to set up (or Add Register for a new one).
2. Under Assign Users, choose the staff under Or select specific users. The count underneath shows how many you have picked.
3. Press Update Register to save.

Want anyone at the branch to use it? Press Everyone (or leave nobody selected). Business admins can always open any register.

Step 3: Check it on the POS

On the register screen of the Point of Sale, each register now shows who it is assigned to.

What changes for your staff

• Only the staff assigned to a register can open it with their PIN. When someone opens that register, only their names appear in the list - other staff do not see the register as theirs to use.
• Admins, business admins and owners can always open any register, so a manager can step in.
• A register with no one assigned can be opened by anyone at the branch.

How this protects your cash

When a register is closed, the cash counted is compared with what the register expected from that session's sales, cash in and cash out. Any difference is recorded as a discrepancy against that register and the person who ran it. You can review them under Employee Management, in Recent Discrepancies.

Tips

• Give each cashier their own PIN and never share PINs - the record is only as good as the PIN that opened the register.
• Ask staff to count the drawer carefully when they close; small differences add up over a month.