How to Open and Close Register Shifts in RepairDesk for Daily Accuracy?

Opening & Closing Register Shifts

Opening and closing register shifts in RepairDesk ensures every sale, refund, and cash adjustment is accounted for—giving you complete visibility and control over your shop’s daily earnings.

Video Guide:


FAQs:

How do I open a new register shift in RepairDesk?
1

Log into RepairDesk and go to the POS screen.

2

You can either choose from the pop-up that will appear showing available cash registers or select Start Shift from the 9 dots menu.

Pop-up Cash Register Selection
3

Select a register, e.g., Counter A, and click Start Shift.

Select Register and Start Shift
4

The system will display:

  • Store name
  • Register name
  • Username
  • Date & time
  • Closing balance from the previous shift
5

Count the cash in the drawer and enter the denominations.

Counting Cash
6

If there is a discrepancy, add a note explaining the difference (e.g., "$50 missing from previous balance.").

7

Click Start Shift. The verified cash amount will become the register's opening balance.


Can I join an existing register shift instead of starting a new one?

Yes, if another user has already started a shift:

1

Click "Join Shift" on the POS screen.

2

Select the active shift you want to join.

Select Active Shift
3

The system will log your transactions under that shift.

Shift Log Confirmation

How do I add cash to the register during a shift?

To add cash manually:

1

Click on the 9-dot menu and select "Cash In/Out."

2

Choose "Cash In."

3

Enter the amount and select the payment type.

4

Optionally, enter a reason in the Notes field (e.g., "Petty cash for change.").

5

Click "Save." The cash will be added to the register balance.

Click Save to Add Cash

How do I remove cash from the register?

To withdraw cash:

1

Click on the 9-dot menu and select "Cash In/Out."

2

Choose "Cash Out."

3

Enter the amount and select the payment type.

4

Add a note (e.g., "Cash removed for bank deposit.").

5

Click "Save." The deducted amount will be recorded.

Click Save to Withdraw Cash

Can a register shift stay open for multiple days?

Technically, yes, but this is not recommended. Keeping a register shift open for multiple days can cause reconciliation issues and make it difficult to identify discrepancies in cash handling.


What happens if the opening balance doesn’t match the previous closing balance?
1

The system will allow you to enter the actual amount available.

2

You must enter a reason in the Notes section (e.g., "Cash counted incorrectly in the previous shift.").

3

This discrepancy will be recorded in the Transaction Log Report for future review.


Are manual cash transactions recorded?

Yes. Every Cash In and Cash Out transaction is automatically recorded in the Transaction Log Report under the corresponding shift.


Can multiple users use the same register?

Yes, users can:

1

Join Shift: If a shift is active, another user can join.

Join Shift
2

Switch Users: A new user can enter their Access PIN to make transactions. (Learn more)

Switch Users
3

Use a Shared Register Profile: A general profile (e.g., "Cash Register") can be created for multiple employees to log in and transact.

Shared Register Profile

What happens if there is a discrepancy when closing the shift?
  • The Difference (Over/Short) field will display any variance.
  • The user can check the Transaction Log Report for errors.
  • Notes can be added for clarification before closing the shift.

What happens after closing the shift?
  • A Reconciliation Report is generated.
  • If enabled, an alert is sent via email or SMS to the store owner.
  • The shift details are stored in the Z-Report for auditing.

Can I reopen a shift after closing it?

No. Once closed, a shift cannot be reopened. A new shift must be started for further transactions.


How can another employee end a shift they didn’t start?

The employee must have access to the cash register and must join the shift to access ‘End Shift’ action in the 9-dots menu. They will be required to verify the total at the end of the shift before closing it.

Employee Access to End Shift
Verify Total at Shift End

All shift closures will be reflected in:

  • Z Report
  • Transaction Log Report
  • Reconciliation Report
  • Employee Activity Log Report
What happens when an employee ends a shift that someone else started?
  • The original shift starter (Employee A) will receive a notification that their shift has been ended by Employee B.
  • The system will prompt Employee A to start or join a new shift if they wish to continue working.

What if the original shift starter (Employee A) has ongoing transactions when another employee (Employee B) tries to end the shift?

If Employee A has active transactions, the system will notify Employee B and prevent the shift from closing until the transactions are completed or reassigned.


Can store owners or managers force-close any shift?

Yes, a Super User (such as the store owner or manager) can now end any active shift directly from the Z-Report.

Super User Ending Shift

Will employees be required to start or join a new shift after ending the previous one?

This depends on the store settings. In Cash Register Configurations, if the trigger for making ‘Start/Join Shift’ mandatory is turned on, then an active shift will be required.

Cash Register Configurations

Can store owners get alerts when a shift is closed?

Yes, automated alerts can be set up to notify store owners via email or SMS when a shift is closed.

1

Go to 9 dots > Store Settings > Cash Register > Notifications.

2

Select which employees you want to send SMS and/or Emails to on Shift Close.

3

Tap Save Changes.

Save Changes

What is the Z-Report?

The Z-Report provides a summary of all register shifts, including:

  • Opening and closing balances
  • Total transactions
  • Cash discrepancies and adjustments (Learn more)