Get Started With Cash Management

Last updated: Dec 31, 2025, 11:41 AM

This page contains a video tutorial and an all-inclusive, printable guide covering your cash drawer usage, Shift Review, and Close Out Day.
This article covers legacy Cash Drawer functionality. An updated version of Cash Drawer functionality is currently in limited release with select customers. If the Cash Drawer experience on your Toast POS differs from what is described here, please refer to the Cash Drawers Technical Documentation for details on the new functionality.

 

In this Article:

 

Cash Management Steps

Step 1: Grant Cash Management Permissions to Managers

To update a manager's permissions so they have access to cash management functions, follow these steps:
 

  1. In Toast Web, navigate to Employees > Employee management  > Jobs. Select the manager Job Title that needs updating.
    1. If you simply want to update a single employee to add permissions, navigate to Employees > Employee management > Employees and then select the pencil icon beside the employee's name.
  2. Ensure the following permissions are enabled:
    1. Under POS Access
      1. Cash Drawer Access
      2. No Sale
  3. Under Manager
    1. Shift Review
    2. Close Out Day
    3. Cash Management (Full)
    4. Cash Drawer Lockdown (Override)
    5. Adjust Cash Drawer Start Balance
    6. Pay Out

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Step 2: Set Up Your Cash Drawer

Depending on your Toast Onboarding process, you may need to be hands-on in configuring how exactly cash flow is tracked through your cash drawers. Get started by reading Set Up Cash Drawers. You'll learn how to create a new cash drawer, different cash drawer settings, and the difference between cash in hand and cash in drawer.


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Step 3: Understand Cash Drawer States

Cash drawers can be Active, Open, or Closed. Learn what these cash drawer states mean by reading Cash Drawer States Overview.


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Step 4: Use Your Cash Drawer

Whether you're a manager, server, bartender, or cashier. You'll want to know how to use a cash drawer during your shift. Learn the basics in Use Cash Drawers. This article covers the following:

  • Viewing cash drawers
  • Various cash drawer actions
  • Closing a cash drawer
  • Opening a cash drawer for a new shift
  • Updated a closed cash drawer's balance


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Step 5: Lock a Cash Drawer to an Employee (Optional)

Cash drawers can be locked to specific employees. Toast makes it easy to hold your employees accountable because you'll know exactly who has access to cash transactions. Read here to learn how to set up Cash Drawer Lockdown. 

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Step 6: Shift Review 

Shift Review is a tool that walks an employee through all the steps that need to be completed before ending their shift and clocking out. Get started with Shift Review Overview.

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Step 7: Close Out Day

Closing out the day is the final step before ending your business day. In this step, you can view your Z-report, see any clocked-in employees, review checks that haven’t been closed out, and more. Read Close Out Day, Z-Report & Auto-Capture Overview to learn how. 

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Additional Resources


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