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Reviewing and Counting Cash Drawers in Back Office

This guide walks you through how to review closed cash drawer sessions in the Scotch POS platform and enter or correct the cash count after the fact — including counts that were missed or mis-entered at the terminal — without touching the terminal.

Written by Help

How It Works

Until now, a drawer's cash count could only be entered at the terminal, by the cashier, at close. That doesn't fit stores where a manager counts in the back room later, or needs to fix a miscount. The Cash drawers section gives the back office a place to enter or correct the count on a closed session, add cash movements that were missed at the terminal, and see the variance recalculate — while the cashier's original terminal record stays untouched.

Key things to know:

  • Only closed sessions can be counted. An open session opens read-only, with no count form or adjustments.

  • The cashier's terminal record is never changed. You can enter or edit the back-office count, cash left in drawer, notes, and adjustments; everything from the terminal is read-only.

  • Nothing is overwritten. The latest finalized count becomes the count of record, but every draft and finalize is kept in the session's history.


Where to Access Each Feature

To…

Go to

Review sessions, enter or correct counts, add adjustments

Analytics & reporting → Cash drawers

Export sessions (incl. cash-to-deposit) for bank reconciliation

Cash drawers → Export CSV


Finding and Opening a Session

Step 1

Go to Analytics & reporting → Cash drawers.

Step 2

Pick the store from the store selector at the top left. Only stores you can access appear.

Step 3

Choose the day with the "Today" / "Yesterday" buttons or the date picker. It defaults to today. Sessions are listed grouped by register.

Step 4

Click a session's row to open it. Only closed sessions can be counted — an open session opens read-only.


Entering or Correcting the Count

Step 5

In the Back office panel, enter Amount counted and Cash left in drawer (both required), plus an optional Note. As you type, Variance and Cash to deposit update live (Expected cash is fixed for the session). Amount counted is pre-filled from the last count, or the terminal's count.

Step 6

Optional: click "Count by denomination" (under Amount counted) to open a modal. Enter the number of each bill and coin, then click "Use this total" to fill Amount counted — or "Cancel" to discard. Typing directly in Amount counted clears an entered breakdown.

Step 7

Save your work:

  • Finalize count marks it official (status becomes Finalized).

  • Save draft saves your progress without finalizing.

Both require Amount counted and Cash left in drawer, so you can't save an empty form.

Step 8

To correct a count later, enter it again and finalize — the latest finalized count becomes the count of record. Every draft and finalize is kept: the "History" button in the page header opens the Count history modal showing who did what, when, and the values.


Adding a Cash Movement Missed at the Terminal

Step 9

On a closed session, click "Add adjustment" in the Back office panel header to open the modal.

Step 10

Choose an Adjustment type — Missed drop, Missed payout, Missed deposit, or Other — and enter the Amount (required). Add Notes if useful. For "Other," Notes are required and you must pick a Direction (Added to drawer or Removed from drawer).

Step 11

Click "Post adjustment." Adjustments are permanent — you can't edit or delete one. To correct an adjustment, post a new one in the opposite direction.


What the Numbers Mean

Figure

Meaning

Expected cash

What the drawer should hold: starting cash + cash sales − cash refunds + paid in − paid out − withdrawn + back-office adjustments.

Variance

Counted vs. expected, shown as over (positive) or short (negative).

Cash to deposit

Amount counted − cash left in drawer.


Count Statuses

Status

Means

Awaiting count

The session is closed but has no finalized count yet. A saved draft still shows as Awaiting count.

Finalized

A finalized back-office count exists.

In progress

The session is still open, on the current day.

Open

The session is still open from a past day (needs attention).


Troubleshooting

  • You can't enter a count on a session. Only closed sessions can be counted. An open session is read-only until the cashier closes it.

  • You can't edit or delete an adjustment. Adjustments are permanent by design. To correct one, post a new adjustment in the opposite direction.

  • You finalized a count but need to fix it. Enter it again and finalize — the new value becomes the count of record, and every version stays in History with who entered it and when.

  • You can't see the Cash drawers section. It's behind a rollout flag and requires the per-store cash-drawer permission (view or edit). Without access it simply doesn't appear, with no error message. If you think you should have it, reach out to support.

  • You can open a session but can't save a count or post an adjustment. Entering counts and posting adjustments requires edit access to that store's cash drawers — view-only access can open the page but not save. Reach out to support to grant edit access.

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