Alt: Closing with Server Banks

Written By David Henkel

Last updated 5 months ago

When Server Banking is enabled, each server manages their own drawer and is responsible for reconciling their cash and tips at the end of their shift. This workflow allows for more accurate tracking of server activity and simplifies tip distribution.

Enabling Server Banking

Server Banking can be enabled in BackOffice under Drawer Management in Settings. Each server will have their own handheld device and drawer associated with them.

Server Bank Drawer Behavior

With Server Banking active:

  • Each server opens a drawer with a total cash amount set and supplied by the house.

  • Servers manage their own cash throughout the shift, typically keeping it on hand (e.g., in an apron).

  • All non-cash tips and gratuities are recorded against the server’s drawer total during the shift.

At the end of the shift, the Close Drawer screen will automatically calculate the total cash collected by the server. This includes:

  • Starting cash amount

  • Paid-ins and paid-outs

  • Non-cash tips

  • Cash refunds

  • Cash drops (if applicable)

The system then subtracts the total amount of non-cash tips and gratuities. The result is a single final value indicating whether:

  • The server owes the house, or

  • The house owes the server

Note: In rare cases where tips and payments are equal, the number will be 0 and the house and server will already be reconciled.

Submitting for Review

To begin closing a server drawer:

  1. Tap ☰ in the top-left corner of the screen and select Close Drawer.

  2. Review the totals shown for cash collected, non-cash tips, and the calculated final amount.

  3. Reconcile cash with the house. (i.e. usually at the safe or a master drawer.)

  4. Tap Submit For Review to close the drawer and send the data to a manager for final approval.

Note: Any remaining cash after the house and server have been reconciled is considered the server's cash tips and is not returned.