End of Shift

The end of shift should only be ran once you are done performing transactions for the day.

The end of shift will generate your totals since the start of your shift, give you to amount that should be in your till and the amounts to be deposited.

Important

Once an end of shift is ran the assigned till will be released and any other transactions performed by the user won't be registered toward a shift report.

Performing a End of Shift¶

To perform your end of shift go to your assigned till and click on the End of Shift button.
This will open up the End of Shift Form where you will need to count the physical cash and coins from your till/cash register.
Once the total value of your till is counted enter it in the Actual Closeout Cash field on the form.
Depending on the amount of cash in your till and the expected cash the system has estimated you might have an overage or a shortage on your end of day.
Enter some notes if needed then click on the Save button to complete your end of day.
This will generate the report where you will be able to see a summary of your transactions for the day.
If you have a POS thermal printer connected and setup the End of Shift receipt will be automatically printed.
Once your receipt is printed your cash register will open.
The end of shift receipt has an area at the bottom that can be used to assign accountability by having the employee and the manager sign the receipt.

Overage Shortage¶

On the final end of day receipt you will have an Overage Shortage calculation. This calculation is based on the following:

Expected Closeout Cash: this is calculated by the system and it's based on the transactions that were made during the period of time the till was assigned to the user.
Actual Closeout Cash: this is the total cash value that was in your till/cash register at the time the end of shift report was generated.
- This value is manually counted by the user who's performing the end of shift.
Overage Shortage = (Actual Closeout Cash - Expected Closeout Cash)

Actual Deposit¶

On the final end of day receipt you will have an Actual Deposit calculation. This calculation is based on the following:

Actual Closeout Cash: this is the total cash value that was in your till/cash register at the time the end of shift report was generated.
- This value is manually counted by the user who's performing the end of shift.
Overage Shortage = (Actual Closeout Cash - Expected Closeout Cash)
Opening Float Amount: this is the total cash that was in the opening till and entered as the till's starting float amount.
- This amount is manually counted by the user at the beginning of their shift.
Actual Deposit = (Actual Closeout Cash +- Overage Shortage - Opening Float Amount)

Note

The Opening Float Amount is not included into the final deposit amount calculation.
The opening float amount should stay in the till stored away in a safe at the end of your day.

Force End of Shift¶

The force end of shift allows a user to forcefully close another users till. This is useful for example if a user has left for the day and you would need to close their end of day to balance up their till/float.

To access the force end of shift option first go to the Till -> Manage Till from the menu.
This will open up the till's panel where you will be able to see all of the tills currently assigned to you and other users.
Find the user who's till you would like to forcefully close and click on the More Option button and select Force End of Shift
You will then be prompted letting you know that you're about to forcefully close another users till; click on Yes.
Then you will be ask to fill out the End of Shift Form on behalf of the user.
Fill in the form the same way you would fill it in for your end of shift.
Once the form is saved you will get your end of day report.
Notice how the Completed by and the Till User are different.
This indicates that the till was closed by j_rainbow and the till was opened by j_peladeau.