POSShifts and cash

View, print, or export X and Z shift reports

An open shift provides an X report; a closed shift provides a Z report with totals, payment breakdown, and cash movements. Open Shifts and select a shift, open its report, and review sales, VAT, discounts, service charge, payments, movements, and variance. Count and document cash carefully; verify the shift and movement record before retrying a drawer action.

Before you start

An authenticated POS session on the intended branch and terminal.
The current shift ID and drawer state are known before recording cash or closing the shift.

Review an X report

Open X report while the shift is still active.
Review the current sales, tender, cash, and variance figures without treating it as shift closure.
Print or export only after confirming the active shift and terminal.

Review a Z report

Open the completed shift and select its Z report.
Review final sales, tender, cash, variance, and closure figures.
Print or export only after confirming the closed shift identity.

Expected result

The X view leaves the shift open, while a Z or close action reflects the finalized shift state only once. Count the drawer and review shift history before entering another movement or attempting closure again.

Permissions

The staff member needs shift access for the active branch; variance approval, no-sale, cash movement, safe drop, and closure may require a manager capability.

Troubleshooting

The workflow stops while staff open Shifts and select a shift, before they can open its report.

First confirm the following access and record state: An authenticated POS session on the intended branch and terminal. The current shift ID and drawer state are known before recording cash or closing the shift. Return to /shifts without changing user, branch, or record. Try the blocked step once; if it remains unavailable, stop and provide Support the shift ID, terminal ID, movement, amount, branch, status, and time; omit drawer keys and credentials. Keep evidence of the result when staff open Shifts and select a shift.

The shift, cash movement, variance, approval, queue, or closure history is inconclusive after the final checkpoint: Print or export CSV as needed.

Compare the active shift, movement ledger, counted and expected cash, variance, approval, and closure state. Do not repeat a movement or shift transition while it is pending or queued. Retry only when history proves it absent. Do not repeat the action if the records conflict; ask Support to review the shift ID, terminal ID, movement, amount, branch, status, and time; omit drawer keys and credentials. Before another attempt, establish whether staff could print or export CSV as needed.

Open a shift
Shift opening records the opening float, optional denominations, notes, cashier, branch, and stable terminal identifier.Close a shift
Shift close compares counted cash with expected cash, records denominations and notes, and applies variance approval rules.Handle a cash variance
TajerGo classifies the difference against the branch threshold and requests explanation or manager authorization when required.Record cash in
Cash In adds a documented amount to the active drawer with a reason and audit context.