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Review and close the day

Review sales, cash variance, stock attention, and operational work before handing over or closing a shift.

Who can do this​

Managers and owners. Cashiers can close only the shifts permitted for their role.

Steps​

1. Open Insights​

Select Insights on Android or Reports on web. Choose the reporting period you need.

2. Review sales and exceptions​

Check sales, invoice count, payment mix, cash variance, discounts, and low-stock signals. Use the visible date range when comparing numbers.

3. Resolve open work​

Open Operations to review items such as approvals, transfers, and employee or location exceptions.

Operations hub

4. Close the shift or day​

Open Shifts or Day close, count cash where required, and submit the close action once. Keep the resulting record for review.

Expected result​

The day or shift shows its recorded totals, variance, status, and any follow-up work. Use export actions only after confirming the selected reporting period.