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Configuring End-of-Day Settings in Shortcuts

Setting up your end-of-day options in Shortcuts ensures a smooth cash-up process and employee management. Follow the steps below to configure your settings effectively.

1. Enable End-of-Day Settings

  1. Go to the Main Menu:
    • Navigate to Setup > Configuration.
  2. Enable "Use End of Day":
    • Ensure the "Use End of Day" option is ticked.
  3. Optional: Enter Float at Start of End of Day:
    • Tick the box labeled "Enter floater at start of end of day."
      • This allows you to edit your float and adjust cash-up by entering the total cash minus the float.
      • You'll need to count the float at the start of the day before processing any sales.

2. Start the Session at the Beginning of the Day

  1. Navigate to Sales Transactions:
    • Go to the Main menu and navigate to Point of Sale > Transactions.
  2. Click “Start Session”:
    • Input your float into the Float Column.
    • Press Start Session.
  3. Finalize the Session:
    • Press Done to complete the session setup.

3. Additional Configuration Options

Within Setup > Configuration, you can further refine end-of-day settings:

  • Restrict Cash Drawer Adjustments:
    • Tick this box to prevent manual changes to the cash drawer during end-of-day processing.
  • Allow Negative Till Balances:
    • Enable this option if you want transactions with negative balances to process.
  • Enable EFT Auto-Population:
    • Automatically populate EFT takings to streamline reporting.

4. Employee Management during End of Day

You can configure how employees clock off during the end-of-day process:

  1. Auto Clock-Off:
    • Enable this feature to automatically clock employees off at the end of their shifts.
  2. Delay for Extra Duties:
    • If employees have extra tasks (cleaning, tidying, etc.), set a delay time (15 minutes, 20 minutes, etc.) before they are clocked off.
  3. Auto Clock-On at Login:
    • Employees can be set to auto clock-on upon login.

After you configure these options, press Done to save your changes.

5. Save Changes and Restart

Once you’ve set all your preferences:

  • Press Done to save changes.
  • Restart Shortcuts to ensure that the new settings take effect.

By configuring your end-of-day settings properly, you can optimize cash management and ensure employee schedules run smoothly.