thread Re: When will cash drawer pay ins/outs be shown on the daily report in Archived Discussions (Read Only)

How do you track or account for paid outs?

ABaker — Tue, 07 Feb 2017 19:27:45 GMT

I processed two $50.00 paid outs from my register. They reflect in the reciept printed when I end the drawer for the day but I see no tracking for this when I look at the sales summary. Based on the money in front of me and the Square report I am exactly $100 short. It says I took in X amount in cash today....but that number is exactly $100 less than what I have. It has not been stolen (before anyone suggests). How do you track or account for paid outs (other than the end o day slip pinted from the register)?

Re: Paid Out from register and End of Day

VanKalkerFarms — Sat, 25 Jun 2016 20:15:14 GMT

what do you mean "paid outs"? you took cash from the drawer like petty cash to give to someone?

This link has info on cash managment feature of square register. It contains info on recording cash in and out of the drawer.

https://squareup.com/help/us/en/article/5152-cash-drawer-management

Re: Paid Out from register and End of Day

Spenser — Mon, 27 Jun 2016 17:53:41 GMT

Your Sales Summary will still reflect the total amount of cash taken in, so any pay-outs in Cash Drawer Management will not be reflected there. However, if you review your cash drawer reports in your Dashboard, you'll be able to reconcile the difference. Hope that helps clarify!

Re: How do you track or account for paid outs?

TBuddah — Sun, 07 Jan 2018 00:58:51 GMT

I would also like to know where one can see paid outs from the dashboard? And no, none of these answers help me.

Re: How do you track or account for paid outs?

katieand — Tue, 09 Jan 2018 19:10:40 GMT

Hi @TBuddah - Just to clarify - are you tracking cash sales in your Square POS and are "paid outs" taking cash out of that drawer?

There's a tab in the Dashboard under "Sales" (on the left hand side)" that includes "Cash Drawer" which Sean linked above. That tracks cash sales, but if you're looking for something else let us know!

Re: How do you track or account for paid outs?

DawgonGrill — Sun, 22 Apr 2018 01:34:17 GMT

Paid outs.. I am a small restaurant and occasionally my employees need to purchase food from the closest store. They will take cash from the register and make the purchase, example tomatoes. When they "ring in" a paid out, they enter it in square as paid out and as tomatos in the description. But I too am having a hard time finding out how to compile this data. Definitely need a good answer.

Re: How do you track or account for paid outs?

Helen — Sun, 08 Jul 2018 20:28:39 GMT

Hi DawgonGrill! You can see the cash Paid In/Out history from the cash drawer history on an iPad. If you're not using an iPad in your restaurant you should see this information from your online Square Dashboard.

It sounds like you're not seeing enough information though. Can you share a bit more about your set up so we can share your feedback with the team?

Re: How do you track or account for paid outs?

MJS — Sun, 06 May 2018 21:29:31 GMT

I would also like to see all the cash paid outs in a report. I need to know how much we paid out last year from the cash register in my shop.

We record them this way, but aren't sure how to view them in our dashboard/backoffice:

Record Cash Paid In and Paid Out

With the Paid In/Out feature, you can record deposits and withdrawals from your cash drawer. Cash paid in and out appears in the drawer history on the iPad, with both the description you enter and the total amount in the drawer.

To record cash paid in and out:

From your in-app menu, tap Reports > Current Drawer.
Tap Paid In/Out.
Enter the cash amount and a description.
Tap Paid In if you add cash, or Paid Out if you remove cash from the drawer.
Tap Confirm Paid In or Confirm Paid Out.

Re: How do you track or account for paid outs?

Helen — Sun, 08 Jul 2018 20:31:12 GMT

@MJS You're able to view your cash drawer history from your online Square Dashboard. Keep in mind it's not possible to download/export cash drawer reports at this time.

To view your cash drawer history:

Sign in to your online Square Dashboard from a computer/laptop.
Click Sales from the menu on the left > then select Cash Drawers from options at the top of your screen.
Click the date selector tool and select Last Year.
Click a drawer session from the list to view details.

Re: How do you track or account for paid outs?

NaturesTable — Wed, 16 May 2018 16:20:33 GMT

It would be greatly beneficial if paids in/out were part of the sales report. This way we could quickly see where the cash went. If we have to make a purchase using cash out of the drawer, which is very common for a lot of businesses, we can see where the missing cash went on our daily report.

Currently, if we do a paid out, we have to look under cash drawer reports to verify there was a paid out.

On the sales summary, it just tell us we are short.

Please add, Paid In and Paid outs to the reports. Also, if we could print a receipt for a paid in and paid out would help.

This would save a lot of people a small headache! Thank you!

Re: How do you track or account for paid outs?

katieand — Fri, 18 May 2018 21:23:58 GMT

Sorry about the headache @NaturesTable, but thanks for sharing such a clear vision for this feature request. The team appreciates your clear use case and I'll pass it along to them.

Re: How do you track or account for paid outs?

DawgonGrill — Sun, 20 May 2018 04:58:47 GMT

I uderstand that we can see paid outs in the drawer report but this is actually very inefficient. I have two drawers 360 days a year.. if I want to look at my end of the week, month or year totals, I have to individually go through each drawer. Not easy. I need a way go look at paid outs from a selected date set to compile and compare what is being spent out of my drawers. It would help to keep a closer eye on emoyees spending as well as for tax purposes.

Re: How do you track or account for paid outs?

Bar901 — Fri, 06 Jul 2018 12:12:15 GMT

I'm in agreement here with you Natures Table. When I take my cash deposit to the bank I want to look at the summary and go (Cash Minus Tips minus Paid Outs minus Starting Drawer) so I know exactly what I should have to take to the bank for deposit.

Re: How do you track or account for paid outs?

mintandserif — Fri, 06 Jul 2018 18:55:36 GMT

Hi! I heard you say "at this time" you are not able to download the details for these transactions. Can you tell me when and if this is going to be available? Also, in the meantime, how to you recommed we extract this data to be used for our business? Thanks!!!

Re: How do you track or account for paid outs?

Helen — Sun, 08 Jul 2018 20:38:26 GMT

@mintandserif I can't share a timeline for when you'll be able to export this report but as soon as any updates are available we'll let you know!

In the meantime you can view Cash Drawer reports from your online Square Dashboard. Or if you have an iPad you can view your cash drawer history from the Reports section of the app. You could take a screenshot of either to keep for your records.

Re: How do you track or account for paid outs?

HerculesRecords — Sat, 28 Jul 2018 02:29:45 GMT

Yes I totally agree. I want to be able to include paid outs in my reports. It is pretty darn important. I do a lot of paid outs. Used record store, my staff use the paid out system to buy records. I need to be able to access the totals in different date ranges. Please work on this issue. It is important. To me anyway.

Re: How do you track or account for paid outs?

VSGC — Fri, 17 Aug 2018 02:49:12 GMT

+1 here as well - it seems only logical to include cashouts on the summary reports.

Re: How do you track or account for paid outs?

luckycatbarbers — Sun, 09 Sep 2018 18:25:10 GMT

+1 Currently struggling with this.... seems like a major flaw to not be able to run a report showing all paid out/paid in activity. If I want to see any petty cash ins and outs I have to manually search every single cash drawer for every day we are open. Seems a bit ridiculous. Please update.

Re: How do you track or account for paid outs?

EJ_ — Sun, 09 Sep 2018 19:08:47 GMT

Thanks for sharing your thoughts on this @luckycatbarbers

I'll pass this up to our Reporting team and advocate to get this prioritized in the future. Hopefully we get some movement, as it makes sense to have this capability.

Re: How do you track or account for paid outs?

luckycatbarbers — Sun, 09 Sep 2018 19:10:11 GMT

Thank you, that would be greatly appreciated:)