---
title: "Opening a Register at the Start of a Shift or Day"
slug: "opening-a-register-at-the-start-of-a-shift-or-day"
updated: 2026-07-29T08:22:41Z
published: 2026-08-11T18:57:24Z
canonical: "help.idibilling.com/opening-a-register-at-the-start-of-a-shift-or-day"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Opening a Register at the Start of a Shift or Day

At the start of a business day or shift you open the register by floating an initial amount of cash. The system will not let you perform any other register-related transactions without first performing a float. Note: The Auto Float Register Policy setting lets you set up your system to automatically perform floats; however, you can still perform manual floats as needed using the kebab menu option for any register with a status of Reconciled.

To open a register for business:

- Choose a register where Status = Reconciled (or not already Open).
- Choose **Float** from the kebob menu to initiate a Float transaction.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/88999.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A27%3A38Z&se=2026-11-14T12%3A27%3A38Z&sr=c&sp=r&sig=YpxBkgURZfoZ9KSO8f%2BtPUajX0i9hNiVL2oVsm9l%2Fiw%3D)
  - Select a reason as configured in POS Back Office > Setup > Transaction Reasons. This may also default to a reason set via Order Field Configuration.
  - Confirm the amount to float. This defaults to the amount specified by the Register Policy. You can adjust the amount if necessary.
  - As an option, you can enter a Note and/or choose to view a receipt for the float transaction.
  - Click **Submit**. Once the float transaction is completed and the float is confirmed, the register status changes to Open and the register is ready for business.