Opening a Shift

A shift is one person's session at the counter — from the cash they start with to the cash they count at the end. Kassly uses it to reconcile the drawer, to attribute sales to a cashier, and to produce the X and Z readings for the day.

Needs the Cash Drawer & Expenses add-on (₱300 per branch each month), or any bundle that includes it. See Plans and add-ons. Without it there are no shifts — selling still works, you just have no drawer reconciliation and no readings.

What a shift covers

A shift belongs to one user, at one branch, and optionally on one terminal. It runs from the moment you open it to the moment it is closed.

Sales are matched to a shift by who rang them up, at which branch, and when — between the shift's open and close. Nothing is stamped onto the sale itself. That has three consequences worth knowing:

• Two cashiers sharing one tablet each have their own shift, and each gets their own reading. The shift follows the person, not the device.
• One cashier moving between two devices in the same branch still has one shift, and the sales from both devices belong to it.
• A sale rung up at another branch is never part of this shift.

Who can open a shift

Role	Can open a shift	Can see shifts
Owner	Yes	Every shift in the store
Manager	Yes	Shifts in the branches they can access
Cashier	Yes	Their own shift only
Staff	No	No

The Shifts list in the back office (Sales → Shifts) is for owners and managers. A cashier sees their own current shift in the app. See Users and roles.

Declaring the opening float

Count the cash physically in the drawer before you start selling, and declare that figure. Do not work from memory or from yesterday's number.

Field	Required	Notes
Branch	Yes	Which location you are selling at
Terminal	No	The device or register this shift runs on
Opening float	No	₱0 or more. Defaults to ₱0 if you leave it blank

The opening float is recorded as a movement of its own — Opening Float — and it becomes the Beginning Balance line on your closing reconciliation. It is also the reason you never subtract the float when you count down: Kassly expects the whole drawer, float included.

Opening with ₱0 is perfectly valid. It records no float movement, and the closing count is then expected to be your cash sales, less anything you paid out.

One open shift per person

You can only have one shift open at a time. Trying to open a second one is refused:

You already have an open shift. Close it first.

This is per person, not per device — so the answer is always to close the shift that is still open, not to look for another tablet.

Shifts without a terminal

A terminal is optional, and a shift without one still opens, still reconciles, and still produces readings. What changes is the numbering:

• With a terminal, the shift's Z-reading number comes from that terminal's own Z counter — the sequence the BIR expects a register to keep.
• Without a terminal, Kassly numbers the reading by counting the branch's previous readings instead. That is fine internally, but it is not a register sequence.

If your store is BIR-accredited, the sale itself will refuse to go through on an unpaired device:

Terminal must be paired before processing a sale. Please bind to a registered POS terminal in Settings → Terminals.

See Terminal management.

You can sell without a shift

Kassly does not force a shift before a sale. Sales, payments and receipts all work with no shift open, and nothing warns you.

What you give up is everything a shift is for: no expected-cash figure, no over/short, no X or Z reading covering that stretch of the day, and no record of cash paid out of the drawer. If you are using shifts at all, open one before the first sale of the day.

One action genuinely requires an open shift: handing back cash when you void a sale that was paid on credit and had already been partly collected. Without a drawer to take it from, Kassly stops you rather than quietly turning the refund into store credit:

Open a shift to refund cash on a void, or choose store credit instead.

Opening a shift offline

The app can open a shift with no internet at all. When it reconnects, the shift is created carrying the time you actually opened it, so sales you rang up in the meantime land inside this shift rather than falling outside every reading.

Three guards keep that from being abused by a wrong device clock:

Guard	Why
Never a time in the future	A device clock set ahead would open a shift that has not started
Never more than 96 hours ago	The offline window is 72 hours; anything older is a stale queue, not a real shift
Never earlier than your previous shift closed	Overlapping shifts would count the same sales into two readings

If the app retries an open it never got an answer for, it gets back the shift it already created rather than a duplicate. See How offline works.

Next

Once the shift is open, During your shift covers Cash In, Cash Out, and everything else that moves the drawer.