In this video, we'll guide you through the step-by-step process of closing out your day with accuracy and ease. Whether you're managing a bustling café, a busy restaurant, or a retail shop, a smooth end-of-day process is essential for keeping your accounts balanced and your team organised. We’ll show you how to finalise sales, and generate a Z report for multiple POS terminals, ensuring your business wraps up each day seamlessly. Let’s get started!
Make sure you have the right permissions to access Reports.
1. Log in to the POS system, then select Reports and X and Z Reports.
2. Here we see all reports generated throughout the day. To finalise the day, we double-click on each pending POS report, combining them into a Consolidated X Report. This allows us to see all figures in the one report.
3. We check our totals, and once we are happy that the X Report is accurate, we select finalise.
4. This action converts the Consolidated X Report into a Consolidated Z Report, officially closing off our day.
5. If required, use the print button to print a hard copy of the report.
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Just submit them to us at Triniteq Support or call us on 1300 784 276.