Step by step
- Open Cash Register > Approvals. The list shows the closings with Pending Approval.
- To see older closings change the Approval filter to Approved or Reopened. From Date, To Date, Cashier and the shop narrow the list.
- Check Expected, Counted, Diff and the Note of the cashier. A red Diff means less cash than expected.
- Click Action > View Z-Report to see the full report of the shift, or Print to print it.
- Click Action > Approve, type a note if you like and press OK. The status turns Approved with your name.
- If the count looks wrong click Action > Reopen For Recount and type the reason. The register opens again and the cashier counts and closes it once more.
- Excel and Print export the list.
Good to know
- Needs the permission Approve / Reopen Closings.
- Reopen is refused while the cashier, or that counter, has another open register: close that one first.
- A reopened register loses its counted notes, counted cash and difference; the cashier enters them again on close.
- Approval is needed only when "Closing needs manager approval" is on in Cash Register > Settings. When it is off a closing is approved at once.
- The cashier can open a new register while the closing waits for approval.