Set up cash management
About cash management
Cash management promotes greater cashflow accountability by letting you know how much cash you start with and what to expect in the drawer at the end of the session.
Before you start
You have two options for setting up cash management.
You can turn cash management on directly from your Square Point of Sale app or Square Hardware.
You can turn cash management on via a mode from the Square Dashboard.
You can only use cash management in your Square Point of Sale app on the following devices and Square Hardware.
Android tablet
iPad
Square Terminal
Square Register
If you are setting cash management up from the Square Dashboard, you need to have a mode created. Learn to create and assign modes.
Step 1: Add the cash management add-on
You need to add the cash management add-on from the Square Point of Sale app or your Square Hardware, or via a mode in the Square Dashboard.
To turn cash management on from the Square Dashboard, you need to have a mode created. Enabling cash management in a mode will add cash management capabilities to all devices assigned to that mode.
- Sign in to your Square Dashboard and click Settings > Device Management > Modes.
- Select the mode you want to add cash management to.
- Click Manage under Settings in your mode summary.
- Click Cash Management from the left-hand side bar.
- Toggle Use on this mode ON.
- Click Save.
Step 2: Edit your cash management settings
Once you have added the cash management add-on, you can edit your cash management settings.
- Sign in to your Square Dashboard and click Settings > Device Management > Modes.
- Select the mode you want to add cash management to.
- Click Manage under Settings in your mode summary.
- Click Cash Management under Add-ons.
- Customise your default starting cash and email preferences for your cash report.
Any changes you make to your settings will automatically save on all devices assigned to that mode.
Step 3: Use cash management on additional POS devices (optional)
If you set cash management up from your Square Point of Sale app or Square Hardware, it will only be enabled for that specific device. To use cash management on additional devices, you will need to turn cash management on per device.
Open the Square Point of Sale app.
Tap ≡ More > Settings.
Scroll down to Add-ons and tap Cash Management.
Toggle Use on this device ON under Manage add-on.