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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

Open a Shift

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

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.
Last modified on April 11, 2026