To initiate ‘Close Shift’ procedures, navigate to Cash Handling. Depending on whether or not you have the 'Use Dynamic Float' configuration enabled — or in other words, if you support a 'static' or 'dynamic' float — will determine what fields are visible to you on this page and the steps required to close a shift.
Static Float
Follow these steps for closing out a shift if your float remains consistent shift-to-shift.
Step 1: From the ‘Shift Report’ page, find the ended shift that you would like to close.
NOTE: Should you need to, you can click on the 'Click to Enable Date Filtering' button in the upper right-hand corner of the page to sort the shifts by date or shift status.
Step 2: Click the Shift Options (...) icon on the corresponding line and tap Close Shift. This will open the Close Shift window.
Since your shop uses a 'static' float, we’ll simply display your float amount on the Close Shift window. This indicates how much money should remain in the drawer.
NOTE: The carrots can be clicked in any of the bill/coin fields to display the denomination boxes where you can enter the number of each denomination, not the value, in lieu of a cash counter.
Step 3: From the cash contained in the drawer, count out the amount indicated under ‘Cash Drawer Float’ and set it aside.
Step 4: Proceed by counting the remaining cash in the drawer and enter your cash ‘Actuals’ in the Cash Drop Out - Bills/Coins field(s), followed by the ‘Actuals’ for any additional payment types you accept. The amount you enter in these fields should not include the cash that’s associated with the float
For example, if you have a $300 float and transacted $500 in cash sales during a shift, you’d enter $500 in the ‘Cash Drop Out’ fields and leave the $300 float in the drawer.
Step 5: Verify the amounts you’ve entered are correct and tap Close Shift > Confirm.
Once this process is complete, the sum of the amounts entered in ‘Cash Drop Out’ fields, will be transferred to the Main Vault. Additional payment types will be routed to the accounts you have configured to receive them (via Configurations > Config Page > Cash Handling > Payment Types).
Close of shift information can be viewed and edited on the Daily Totals tab (via Cash Handling > Shift Report > Daily Totals), which is similar to the End of Shift report. From here, managers can make edits to any actuals by tapping on the edit icon within the ‘Cash Drawers Actuals’ section.
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Dynamic Float
Follow these steps for closing out a shift if your float is dynamic and is subject to change shift-to-shift.
Step 1: From the ‘Shift Report’ page, find the ended shift that you would like to close.
NOTE: Should you need to, you can click on the 'Click to Enable Date Filtering' button in the upper right-hand corner of the page to sort the shifts by date or shift status.
Step 2: Click the Shift Options (...) icon on the corresponding line and tap Close Shift. This will open the Close Shift window.
Since your shop supports a 'dynamic' float (which may change daily), we’ll display additional ‘Ending Float Bills/Coins’ fields where you can enter the updated float amount.
NOTE: The carrots can be clicked in any of the bill/coin fields to display the denomination boxes where you can enter the number of each denomination, not the value, in lieu of a cash counter.
Step 3: From the cash contained in the drawer, count out the amount indicated below ‘Beginning Float’ and set it aside.
Step 4: Proceed by counting the remaining cash in the drawer and entering the ‘Actuals’ in the Cash Drop Out - Bills/Coins field(s), followed by any additional payment types you accept.
NOTE: Your float and your ‘Actuals’ should be accounted for separately on this page. The amount you intend to leave in the drawer as the float should never be included in the amount you enter in the ‘Cash Drop Out’ fields, and vice-versa.
Step 5: If you’re updating the float (to account for any leftover coins, for example), enter the amount of money you’re going to be leaving in the drawer in the Ending Float Bills/Coins fields. The values entered here should include the money you set aside in step 3.
For example, let’s assume you began with a $300 float in the drawer and transacted $500 in cash sales during the shift. When you close this shift, you choose to update the float to $310 to account for some leftover change in the drawer. In this case, you’d enter $490 in the ‘Cash Drop Out’ fields and $310 in the ‘Ending Float Bills/Coins’ fields, since you only account for your cash in a single place.
NOTE: Changes to the float (+/-) will affect the amount of cash that’s transferred to the Main Vault, but won’t affect the ‘Total Shift Actuals’. That’s always going to be the amount of money transacted on that drawer during the shift.
Step 6: Verify the amounts you’ve entered are correct and tap Close Shift > Confirm.
Once this process is complete, the sum of the amounts entered in ‘Cash Drop Out’ fields, plus or minus the float difference that's accrued when the float is adjusted, will be transferred to the Main Vault. Additional payment types will be routed to the accounts you have configured to receive them (via Configurations > Config Page > Cash Handling > Payment Types).
Close of shift information can be viewed on the Daily Totals tab (via Cash Handling > Shift Report > Daily Totals), which is similar to the End of Shift report. From here, managers can make edits to actuals by tapping on the edit icon within the ‘Cash Drawers Actuals’ section.
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