Start Daily Closing

  • Updated

In this How-To, you will learn how to start the Daily Closing centrally or for individual cash registers.

Requirements

  • You are authorized to start the central daily closing (setting under Business Account > User Access Rights > Sales tab > Functions Accounting area > Close Location Business Day.

    Owners are always entitled to start Daily Closing.

Start Central Closing

  1. From the POS menu, open Sales > Accounting.
  2. In the This Location area, tap on Current Business Day. 1_EN.png In this section, you can see all active cash registers and staff members of the POS location: 2_EN.pngIn our example, both cash registers Cash Register 1 and Cash Register 2 are online. You can recognize this by the green dot next to the cash register name. The two currently registered staff members are Mike Johnson and Thomas Johnson. The green clock symbols next to the cash registers and staff members represent a current accounting period. 3_EN.png
  3. Tap on [Close Business Day]. 4_EN.png ⮕ You have started the Daily Closing centrally. All staff members will be asked to finish their shift and complete the Business Day. Staff members will noticed this because of the message at the top of the screen. In addition, an orange box with the content Daily Closing appears next to the device and the staff member as well as at the current Business Day. The orange clock icons next to the active cash registers and active staff members indicate that shifts have not yet ended and Business Days have not yet closed. 5_EN.png

    After the Central Daily Closing is started, all staff members can continue to check out orders until the end of the shift and the closing of the Business Day.

Start Daily Closing for Individual Cash Registers

You have multiple staff members, each with their own cash register, and you want to prompt individual staff members to close their device's Business Day because, for example, you want them to get off work early? Then you can start Daily Closing for individual cash registers. Proceed as follows:

  1. From the POS menu, open Sales > Accounting.
  2. Tap on Current Business Day.
  3. Swipe from right to left on the device of the staff member whose Daily Closing you want to start.
  4. Tap on RequestFinish.svg.6_EN.png⮕ You have triggered the Daily Closing for the selected device. The staff member can now complete their device Business Day by tapping [Complete Business Day].7_EN.png

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