How do I end my shift and cash up?
Short answer
Click your name in the top bar > Sign Out, answer Yes, count the cash in the Denominations table and click Shift End.
Steps
- Click your name in the top bar > Sign Out, then Yes to Are you sure you want to Sign out?
- The Shift Details dialog shows Payment info: Opening Balance and your totals for Cash, Bank, Card, Others, Direct Billing, with Refund and Delete rows, Miscellaneous Income and Expense.
- Under Denominations type each Quantity (how many notes and coins of each Currency value you counted). Total Cash In Drawer is calculated.
- Compare with Total Amount (cash in minus refunds and expense plus income).
- Click Shift End. Cancel also signs you out but does not close the shift.
For a period cash-up use the reports Cashiers and Daily Shift (collection report).
Check the result
The shift closes and you are signed out. Next login asks for a new shift.
Common problems
- Difference between counted and system cash: check for payments entered under another user, extra expense/income (income) and refunds.
- If shifts are disabled you sign out directly.
- Messages: General messages.