Manage Cash Drawers in Shift4 Dine

Description: Learn how to manage a physical Cash Drawer in Shift4 Dine, including starting cash, Cash In, Cash Out, Safe Drop, closing and inserting a drawer, and No Sale.

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Availability: United States, Canada, Ireland, Spain, United Kingdom

To watch more how-to videos, visit our video section.

Access Cash Drawers from Manager > Activity in Shift4 Dine.

Understand Cash Drawers and Employee Banks in Shift4 Dine

Shift4 Dine supports Cash Drawers and Employee Banks for managing cash. The appropriate option depends on whether employees use a physical drawer or carry their own bank.

Cash Drawer	Employee Bank
Used when a physical Cash Drawer is installed at the Workstation.	Used when an employee carries cash instead of placing it in a physical drawer.
Tracks sales taken at the Workstation in the assigned drawer.	Can be used with Workstations that do not have a physical drawer or with wireless devices such as Shift4 Duo and the Tablet.
Does not open while operating under Employee Bank.	Follows one user across all Shift4 Dine stations.
Assigned to one Workstation across users.	Assigned to one user across the Shift4 Dine stations.

Use Daily Cash Drawer Functions in Shift4 Dine

Users with the appropriate permissions can access daily Cash Drawer functions by selecting Cash Drawer from the Order Entry screen.

Add Cash to a Cash Drawer

Use Cash In to add cash to a physical Cash Drawer.

1. From the Order Entry screen, select Cash Drawer.
2. Select Cash In.
3. Enter the amount using the number pad.
4. Optionally, enter a comment or note explaining the Cash In.

Remove Cash From a Cash Drawer

Use Cash Out to remove cash from a physical Cash Drawer.

1. From the Order Entry screen, select Cash Drawer.
2. Select Cash Out.
3. Enter the amount using the number pad.
4. Optionally, enter a comment or note explaining the Cash Out.

Complete a Safe Drop From a Cash Drawer

Use Safe Drop to remove cash from a physical Cash Drawer and secure it in a safe for deposit. Shift4 Dine prints a slip for reference when you complete a Safe Drop.

1. From the Order Entry screen, select Cash Drawer.
2. Select Safe Drop.
3. Enter the amount using the number pad.
4. Optionally, enter a comment or note explaining the Safe Drop.

Close a Cash Drawer

Close a Cash Drawer when you need to remove the current physical drawer. Closing the Cash Drawer stops payments from being accepted on that drawer.

1. From the Order Entry screen, select Cash Drawer.
2. Select Close Cash Drawer.

Insert a Cash Drawer

Insert a Cash Drawer to make the physical drawer available for use with its starting cash amount.

1. From the Order Entry screen, select Cash Drawer.
2. Select Insert Drawer.
3. Select OK to confirm the drawer with the starting cash amount.

Open a Cash Drawer Without a Transaction

Use No Sale to open a physical Cash Drawer without processing a transaction or recording a change to the cash balance.

1. From the Order Entry screen, select Cash Drawer.
2. Select No Sale.

Configure Starting Cash for a Cash Drawer in Shift4 Dine

Configure the starting cash settings in Shift4 Dine to determine the amount used for physical Cash Drawer calculations.

1. Go to Manager > Settings > Business.
2. Select the General tab.
3. Configure the applicable Cash Drawer settings:
   • Default Starting Cash In: Sets the starting cash amount used in calculations for a physical Cash Drawer.
   • Cash Drawer: Designates the starting cash for all users of a physical Cash Drawer.
   • Starting Cash is Left in Drawer: Excludes the starting cash amount from the expected cash during drawer counts. For example, if the starting cash is $200 and the drawer contains $100 from sales and tips, the expected cash is $100.
   • Require Reason for Cash In & Out: Requires a reason whenever a Cash In or Cash Out is performed.
   • Show Drawer Equations for Cash In & Out: Displays the applicable equations when using Cash In or Cash Out.
   • Allow Custom Starting Cash: Allows you to override the preset starting cash amount each time the Cash Drawer is set.
4. Select Save.