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Accounting / Advanced Ledger Features

Staff Sub-Ledger

When a register closes, the counted cash is in a person's custody until it is deposited or handed over. Traditionally each cashier had their own account head for this — which meant every hire added an account, every leaver left a dead head behind, and a 40-staff chain grew a forest of tiny clearing accounts.

The staff sub-ledger applies the same control-account discipline as the contact sub-ledger, but to your own people.

The staff sub-ledger and tender clearing are one mechanism enabled together: Staff Clearing is the cash side of the same clearing discipline that handles card money in transit.

What changes when it's on

  • POS cash payments collect on a single Staff Clearing control head during the day, with the specific staff member recorded on each line; the register close sweeps the counted cash to the branch's cash-in-hand in one consolidated entry.
  • Each cashier's custody balance is a row in the sub-ledger: who currently holds how much cash, in one report that always sums to the control account.
  • New staff stop generating account heads.

What it's for

The staff clearing report becomes a daily management tool: at any moment you can see which staff member holds company cash and how long it has been outstanding. A balance that should have been deposited yesterday stands out; a leaver's unreturned float can't hide.

Before you enable it

  • The Staff Clearing head must be mapped in the business's accounting settings — support sets this up with the migration.
  • Existing per-staff heads are folded onto the control account by support so history is preserved.
  • As with all ledger-shape changes: enable at a period boundary, with your accountant aware.

Frequently asked questions

Does this change what cashiers do at register close? No. Counting and closing are identical; only the accounting destination of the posting changes.

Can I see one cashier's history? Yes — drill into any staff member for their complete clearing statement.

Last updated August 24, 2026