We have a video guide on the End of Shift settings - End Of Shift

Before you start to setup your end of shift, you should ensure that your float values are all set up correctly - click HERE for more information.

End of Shift Settings

1. From the main screen of Retailer, click on the End of Shift icon.
   
1. The option is also available under Tasks → End of Shift Routine.
2. Once the graphs load, click Setup in the bottom left corner.
   
3. Use the arrow buttons in the top left corner to move between different terminals (the name of the terminal is shown in the grey box to the right of the arrows).
   
4. In Terminal, choose between performing an end of shift using the figures from This Terminal, All Terminals or Selected Terminal(s). Select Terminals using the tickbox grid to the right.
   
5. In Till Balance And Float:
   
1. Automatically Reset Till Balance to the Float will automatically reset the till's float to a preset amount.
   
2. Manually Reset Till Float will allow you to set a specific float amount each time.
   
6. In Options, you can choose from the following:
   
1. Transfer The End Of Shift Sales will provide a prompt to transfer and reset the daily sales figures.
   
2. Count Notes and Coins will provide a screen in which the number of each denomination can be entered in.
   
3. Include Float When Counting Notes and Coins will take the float into account when calculating cash totals.
   
4. Count Notes & Coins in Descending Order will list the denominations from highest ($100) to lowest (5c).
   
5. Clear Suspended Sales will remove any suspended sales that are in the Point of Sale screen.
   
6. Send All Reports Directly to the Printer will automatically print reports as they are generated.
   
7. Use Receipt Printer as Printer will print End of Shift reports to the receipt printer.
   
8. Change Banking Amount / Add Cheques allows you to change the amount of cash taken from the till as well as adding cheques. This will alter the float and figures accordingly.
   
9. Perform PC-EFTPOS Settlement will perform a settlement if you're using the PC-EFTPOS/Linkly application.
   
7. In Reports to Produce, select the report types that you want generated and/or printed. Click HERE for information about what reports are available, and details of each report.
   
8. In Detailed Sales Options, set the desired options for the Detailed Sales report if set to run in Reports to Produce
   
9. In Email, expand the email options using the down arrow button ⍌, then click the 3 dots ... button. The available options are:
1. Management Email Address - The Email address to send End of Shift reports. Multiple email addresses can be separated by a semi-colon ;
2. Email End of Shift Reports to Manager - Enable sending the End of Shift reports to the Management Email Address
3. Email Latest Reports Only - If the End of Shift is run on the same terminal multiple times in the same day, only the latest reports will be sent if this option is ticked
   Note: The reports emailed are the same ones selected to be produced in Reports to Produce
4. Include AI Audit Summary - If enabled, an AI Summary of the Audit Log will be included in the End of Shift Email. This requires the AI Tools to be enabled. See Getting Started with AI
   
5. Include AI Business Analysis Summary - If enabled, an AI Summary of the End of Shift Reports will be included in the End of Shift Email. This requires the AI Tools to be enabled. See Getting Started with AI
   
10. Click Proceed or the green tick icon on the top-left to save any changes.
    

If multiple staff members are working shifts and are required to complete an end of shift report for their shift, it can be arranged either for all staff to transfer their own separate shifts to avoid conflicting with the next staff member or for the prior staff to do the End of Shift process without transferring sales, allowing only the last staff member to fully complete the final End of Shift report for the day that includes all sales.