Cash handling and banking modes

Before anyone opens a till, the restaurant has to say how it handles cash. RestroManage supports three models, and the one you pick decides what kinds of shift your staff can open at all.

Plans

Brasserie, Signature, Enterprise

Can it be switched off?

No. It is part of every plan that includes it and cannot be switched off.

Needs first

POS and in-house orders. This stays off until all of them are in your plan and switched on.

The three banking modes

Mode	What it means	Shift types allowed
Cashier (default)	Counter tills only: every shift is a drawer on physical hardware	Drawer
Server	Server banking only: staff carry a personal float, no drawer	Personal float
Hybrid	Both: a counter till, and servers with their own floats	Drawer and personal float

• Cashier is a takeaway counter, a bakery, a bar with one till. One drawer, whoever is on it is accountable for it.
• Server is a restaurant where each waiter carries their own money and cashes up at the end of the night. Nobody shares a drawer, so nobody can be short because of somebody else.
• Hybrid is a venue with both — a counter for walk-ins and waiters working the floor.

Set it under Setup → Business. Changing the mode does not touch shifts that are already open; it changes what can be opened next.

Pick the mode that matches reality

In Cashier mode a waiter cannot open a personal float, and the POS will say so when they try. In Server mode nobody can open a drawer, even on a till that has one. If your staff are getting refused at the start of service, the mode is usually the reason — see “Open a cash drawer shift” when I try to take payment.

How strictly it is enforced

Separately from the mode, there is an enforcement level that decides what happens when somebody takes cash without an open shift:

Level	Behaviour
Off	No shift is needed; cash can be taken with nothing open
Warn (default)	Cash can still be taken, but the gap is recorded
Enforce	Taking cash without an open shift is refused

Enforcement is set by RestroManage, not in your dashboard — it is an operations-level change, applied once a restaurant is actually ready for it. Ask us to raise it when your staff reliably open shifts; we check the restaurant’s readiness first, because flipping a venue straight to Enforce while half the staff still share a login turns a reporting gap into a refused payment at the counter.

Most restaurants should run at Warn for a few weeks, read the day reports, and then ask to move to Enforce.

Which device may host a drawer

A drawer shift is tied to real hardware. Only a device provisioned as a counter till may host one — the product is explicit that an unassigned device “is not a yes — it means nobody has said what the device is”. A personal-float shift has no such requirement, because there is no drawer to be accountable for.

So the setup for a counter is: provision the tablet under Devices with the purpose counter till, and assign it to the member of staff who works it.

One login per person

A cash shift is scoped to one person on one device. That is what makes the audit trail mean anything — and it is also why a shared login breaks: the same account open on two devices produces a shift on one device and a refusal on the other.

Give every member of staff their own login and one role. The full reasoning, and the error it produces when you do not, is on One login per person, one role per login.