Edit Close-Out Reports for Previous Shifts

What It Does

This feature allows managers to edit close-out reports from previous shifts to correct discrepancies, such as uncounted cash in the drawer, ensuring accurate financial reporting.

For example, if the "Auto-Close Out" setting runs without counting cash in the drawer, the system may record the excess as "Over." Managers can reconcile the cash later and update the report accordingly.

How to Edit Close-Out Reports

1. Access the Shift Report

   • Open your POS app
   • Navigate to piggy bank icon

2. Find the Shift to Edit

   • Use the arrows on the left to go to the previous shift

3. Edit the Report

   • Click the Edit button for the selected shift.
   • Adjust the cash in hand 

Example Use Case:

• The system automatically runs the close-out, recording $200 as "Over" because cash wasn’t removed from the drawer. The next day, the manager counts the drawer and finds $200 matches the expected amount. The manager edits the close-out report to remove the "Over" discrepancy.