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Routines template

End-of-day cash count workflow template

The cashier starts it at closing, from the app or a QR code at the register, counts the drawer against the register report and photographs the report. A manager reviews only when the count does not match.

2 steps 10 fields Photo evidence
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Free for 14 days. No credit card. You can change every step and field.

How it runs, step by step

The process reads from top to bottom. Each step goes to its owner with a deadline, and everything that happens is recorded in the request's timeline.

  1. Count

    Whoever starts the request

    Count the cash in the drawer and enter what the register report says should be there.

    8 fields in the request form
    • Register or store * Text
    • Date * Date
    • Expected cash *What the register report says should be in the drawer. Amount
    • Counted cash * Amount
    • DifferencePositive means extra cash, negative means short. Calculated
    • Bills and coinsColumns: Bill or coin value, Quantity, Subtotal Table
    • Photo of the closing report * Photo
    • Why the count does not match * Long text · when needed

  2. Manager review

    The requester’s manager

    The count does not match the report. Read the explanation and record the outcome.

    Due in 1 day (business time) Runs only when needed
    2 fields
    • Outcome *Explanation accepted, Needs investigation Choice
    • Notes Long text

Make it yours

  • Rename and reorder steps and add the fields your team actually needs. Totals and formulas are calculated as people type.
  • Choose who does each step: a person, a team, the requester's manager, or someone picked earlier in the form.
  • Set the approvals, including approval limits by amount, and let approvers decide straight from their email.
  • Add deadlines and reminders, counted in business hours if you want, and escalate late steps.

Guides on this process

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