Workflows For End-of-Shift Actions

For experienced users who need a fast reference.

🗺️ Workflow Overview#

8 Steps to close shift: Enable Cash Count → Run Shift Report → Enter Float → Choose Method → Count Cash → Review Total → Confirm → Check Variances

2 Count Methods: By Denomination (recommended) | Total Amount (faster)

Quick Steps: Close Shift#

Report Types#

Shift Check (X Read)#

• Prints current totals
• Does NOT reset counters
• Use for mid-shift checks

Shift Report (Z Read)#

• Prints totals
• Resets counters to 0
• Use at shift end
• Includes cash reconciliation (if enabled)

Cash Count Methods#

By Denomination:

• Enter quantity of each note/coin
• System calculates total

Total Amount:

• Enter single total figure
• Faster but less detailed

Enable Cash Count#

Cash Reconciliation Steps#

💡 Blind counting: Don’t look at expected amount first

No Sale (Open Drawer)#

When: Need to open drawer without sale

Steps:

Review in HQ#

Navigate: Transactions > Shift Reports

Check columns:

• Cash In Drawer
• Float
• Counted Cash
• Variance

Quick Troubleshooting#

Key Rules#

✅ Float can be $0 if no float used ✅ No Sale logged in reports ❌ Cannot cancel after cash count confirmation 💡 Blind counting prevents bias