Close the till and the day

Open the till with starting cash at the beginning of your shift; at the end count and close it, then close the whole day.

A new closing is blocked when the business is locked after the trial. Past closings stay readable.

1. 1. Open Till Closing (sales.close_till). Press "Open your till" and type the "Opening cash": the starting money.

   

   Example · O9-1

2. 2. During the shift you see "Cash sales" and "Expected cash": the money that should be there.

   

   Example · O9-2

3. 3. At the end press "Count and close". Type "Counted cash": the money you counted, and the amounts for the other payment methods.

   

   Example · O9-3

4. 4. The difference is recorded and goes to a manager for review ("Pending review"). Write the reason if you know it.

   

   Example · O9-4

5. 5. Your past shifts show under "Your past shifts".

   

   Example · O9-5

6. 6. Closing the whole day (Daily Cash Closing): someone with reconciliation permission and access to all branches chooses the "Business date" and closes the day.

   

   Example · O9-6