By following this guide, you will create and configure POS tills, open and close shifts, reconcile cash at end of day, and investigate variances.
The FBO module must be enabled for your workspace. Contact your workspace administrator if you do
not see the FBO section in the sidebar.
Till management requires the FBO Manager or Admin role. Front desk staff can open and
close their assigned till but cannot create new tills or modify till settings.
Create a New Till
Step 1: Navigate to Tills
Navigate to FBO > Tills in the sidebar and click New Till.
Enter the till configuration:
| Field | Description |
|---|
| Name | Display name (e.g., “Front Desk Register”, “Ramp Till”, “Hangar Office”). |
| Location | Physical location within the facility (optional, for reference). |
| Default till | Toggle on to make this the default till for new orders. Only one till can be default. |
Click Save. The till is created in closed status and is ready to be opened for a shift.
Open a Shift
Navigate to FBO > Tills and select the till you want to open.
Step 2: Enter the opening balance
Enter the cash amount in the till at the start of the shift. This is the starting float that will be used to make change. The system records this amount for reconciliation.
Click Open Till. The till status changes to Open and is available for processing transactions. All cash transactions on this till are tracked against the opening balance.
Process Transactions During a Shift
While the till is open, all cash transactions processed through the POS update the till’s running balance. The till detail page shows:
- Opening balance — the amount the till was opened with.
- Cash received — total cash payments collected during the shift.
- Cash paid out — total cash refunds issued during the shift.
- Expected balance — calculated as: opening balance + cash received - cash paid out.
- Transaction count — number of transactions processed on this till.
Keep the till detail page open during busy periods to monitor the running balance. If the expected
balance diverges significantly from the physical cash, investigate before end of day.
Close a Shift and Reconcile
Step 1: Count the physical cash
At the end of the shift, physically count all cash in the till.
Navigate to the till and click Close Till. Enter the counted cash amount in the Actual Balance field.
Step 3: Review the variance
The system compares the actual balance to the expected balance and displays the variance:
| Variance | Meaning |
|---|
| $0.00 | Perfect balance. No investigation needed. |
| Positive | More cash than expected. Possible over-charge or missed refund. |
| Negative | Less cash than expected. Possible under-charge, theft, or counting error. |
Step 4: Document the variance (if any)
If there is a variance, enter a note explaining the likely cause. Variance notes are part of the till’s audit trail and appear in the end-of-day report.
Click Confirm Close. The till status changes to Closed. The shift record is archived with opening balance, closing balance, variance, and all associated transactions.
Once a till is closed, no further transactions can be processed on it for that shift. If you need
to process additional transactions, open a new shift with a new opening balance.
View Till History
Navigate to FBO > Tills and select a till to view its shift history. Each past shift shows:
- Shift date and operator.
- Opening and closing balances.
- Variance amount and notes.
- Transaction count and total volume.
Use the history to identify patterns in variances that may indicate training needs or process issues.
Use the FBO Point of Sale
Process orders and manage the POS workflow.
FBO POS Reference
POS data structures, payment methods, and product catalog.
Run FBO Reports
End-of-day and financial reports that include till reconciliation.
FBO Statuses
Till statuses and lifecycle transitions.
