Opening and Closing a Register
What Is A Register?
A register is the Pointa version of a till or cash register. It groups the sales and payments taken through that selling point so they can be reconciled later.
Most businesses only need one register. Larger businesses may use multiple registers if they have more than one payment point, location area, or cash drawer.
A register has an opening float, sales during the day, cash movements, counted payments, and a closing float. Closing the register is the POS “cash up”.
Opening A Register
Before selling, a register must be selected and opened.
Open POS by selecting Sell.
Enter the opening float.
Add an optional opening note.
Select Open Register.
Best practice is to open the register at the start of the trading day and close it at the end of the day when doing EFTPOS settlement and cash-up. Daily closing gives cleaner reconciliation and makes discrepancies easier to find.
If yesterday’s register is still open, Pointa may prompt you to close it before selling. See the register closing and shifts section for when to close, when to keep selling, and how shifts work.
Closing The Register / Cashing Up
Best practice is to close the register at the end of each trading day. This should line up with EFTPOS settlement and the business cash-up process.
From POS, open the register menu.
Select Close Register.
Review expected payments.
Count the payment types that require counting, especially cash.
Enter counted amounts.
Confirm banked cash and closing float.
Add an optional closing note.
Select Close Register.
Pointa compares expected and counted totals and shows any difference. Closing the register creates a shift record for later review.
Daily closing of the register is the cleanest way to match POS totals, EFTPOS settlement, cash movements, and banking.
Please note that the register can only be closed once per day.
Shifts
A shift is the period between opening and closing a register. Shift history shows:
Register used.
Opened and closed times.
Staff who opened and closed.
Opening and closing notes.
Sales totals.
Payment totals.
Differences.
Cash movements.
EFTPOS settlement receipt, if available.
Use shifts when checking end-of-day totals or investigating a discrepancy.