My shift
What it does
Section titled “What it does”My shift is the front desk’s page in Finance. It shows what your open drawer has taken today (Cash received, UPI, Card and Total you collected), the cash you should have in the drawer (opening float, cash received, paid out and Expected in the drawer), today’s arrivals, and the guests in the house who pay themselves and still owe. From it you open or close the drawer, send a guest a payment link, and download your shift report.
Who can use it
Section titled “Who can use it”The front desk.
Where to find it
Section titled “Where to find it”Sidebar → Money → My shift.
How to open and close your drawer
Section titled “How to open and close your drawer”- Open My shift. With no drawer open, click Open the drawer and enter the opening float.
- When your shift ends, click Close my shift, count the cash (or count it by notes), add a note if it does not match, and click Close the shift.
How to collect from a guest who owes
Section titled “How to collect from a guest who owes”- Under Guests in the house who still owe, find the guest. The list shows the Bill so far, what is Paid and the Balance, largest first.
- Click Send payment link. The guest gets a link for the balance by WhatsApp and SMS.
- Click Full list to open the whole in-house report.
How to download your shift report
Section titled “How to download your shift report”- Under Your downloads, click My shift report (PDF or Excel), Arrivals (Excel) or In-house guests (PDF).
- Or click My shift report at the top to open it on screen.
Tips & good to know
Section titled “Tips & good to know”- UPI goes to the bank by itself and card payments settle the next day; only cash stays in your drawer.
- A company or OTA bill is not on your list: those are collected by the accounts team.
- Your shift report shows your own shifts only.
Troubleshooting
Section titled “Troubleshooting”- “Count the cash in the drawer first” → Enter the counted cash before closing.
- “That shift is already closed” → Someone closed it already. Open a new drawer if you are starting a shift.
- “Online payment is switched off - collect at the desk and record it.” → Your hotel does not take online payments; collect at the desk.