Open, close and edit till sessions

Till sessions are a convenient and effective cash management tool, that allows you to track the actions of your staff (POS operators in ROLLER) for a period and to record any cash variance.

This guide walks through the process of handling till sessions, including opening, closing and editing closed till sessions.

Till sessions overview

A till session is started from the POS device, and can be closed from that POS device or via Venue Manager. When you close a till session, you'll be prompted to enter the cash total for the till session in order to calculate the cash variance.

During the session, you can record the addition or removal of cash via the Cash In/Out function. Closed till sessions can be edited at a later date from POS or Venue Manager.

Role permissions

In order to perform till session functions you, or another staff member, requires the following permissions:

• Can cash in/out POS till is required to open or close a till session and to perform cash in/out 
• Can edit reconciled till session is required to edit a reconciled past till session.

These permissions are enabled for administrator and manager system roles. By creating a custom role, you can enable these permissions for other staff members. 

Open a till session 

You can open a new till session to track activity in a POS device. You cannot open a new till session on a POS device that already has a till session open. 

If a POS device is allocated

If a POS device has been allocated, then you can log in to POS and make sales straight away. If there is no open till session, the first sale will automatically start a new till session.

If a POS device is NOT allocated

If a POS device has not been allocated, follow the steps below.

1. Log in to POS. You'll be prompted to first select a POS device before you can make a sale.
2. From the bottom left of the screen select More. Then select Settings > Current till session.
3. If the POS device you've selected has an active till session either continue with the current till session or close it. If there's no active till session, select Start till session
4. You can now make sales.

Cash in/out

When a till session is active, staff members can record the addition or removal of cash from the till via the cash in/out function in POS. Follow the steps below.

1. From POS, select More > Settings > Current till session.
2. Select Cash in/out.
3. From the Cash in/out window:
   
   
   • Select + Cash in to record the addition of cash to the till session. Enter the cash value and select Submit.  
   • Select - Cash out to record the removal of cash from the till session. Enter the cash value and select Submit. 

Close a till session 

You can reconcile (close) a till session to prevent further activity and balance the till session. We recommend that you do this at the end of each trading day.

Close a till session from POS

1. From POS, select More > Settings > Current till session.
2. Select Close till session.
3. Enter the total counted cash (including your float) in the Cash value field.
4. [Optional] Select Use cash calculator to count each tender denomination separately. The total amount for each denomination will automatically appear, along with the total cash from all bills and coins added together. 
5. Select Submit to complete the count and close the till session.  

The sales and revenue from the till session will be tracked and a summary can be printed by selecting Print till. 

Close a till session in Venue Manager

1. From Venue Manager, select Apps > Point of Sale > Devices.
2. Find the correct POS device, then select the options menu (3 dots) at the end of the row.
3. Select Manage Till from the drop-down menu.
4. Select the current till session, then select Close Till from the top right of the screen.
5. Enter the total counted cash (including your float) in the Actual Cash Balance field.
6. Select Close Till Session to complete the count and close the till session.

The sales and revenue from the till session will be tracked and a summary can be printed by selecting Print till. 

Edit a closed till session

You can edit a closed till session to modify the total cash counted. This action does not re-open the till session. 

Edit a closed till session from POS

1. From POS, select More > Settings > Past till sessions.
2. Find and select the closed till session you want to edit.
3. Select Edit till reconciliation.
4. Enter the new cash total in the Cash value field.
5. Select Submit to finalize.

When a till session is edited, the change will be logged in the till notes. 

Edit a closed till session in Venue Manager 

1. From Venue Manager, go to Apps > Point of Sale > Devices.
2. Find the correct POS device, then select the options menu (3 dots) at the end of the row.
3. Select Manage Till from the drop-down menu.
4. Find and select the closed till session you want to edit, then select Edit Till Reconciliation.
5. Enter the new cash total in the Cash in till field.
6. Select Submit to finalize.