How to open a shift?
Opening a shift can help you manage your employee’s activities and understand the end of the day closing.
*Note: Make sure to add employees, groups and access levels prior to trying to open a shift. (i.e. These can be created in the Security Center under Administration).
- To open a shift go to Cash Management > Open Shift
- Select Employee opening shift
- Enter Password assigned to employee during user creation
- Enter the opening amount (this is usually the amount given from the Vault to the Station during the Manage Vault Process).
- Enter any notes if it applies.
- Click on open shift on the bottom right.
Once the shift is open you may start cashing checks.
How to close a shift?
Closing a shift can help you see the end of the day activity of your employee and understand the checks cashed and POS sales made during their shift.
- To close a shift go to Cash Management > Close Shift
- Review the shift closing information
- Enter the cash in drawer (i.e. You may use the currency counter to simplify the process).
- Review your short/over amount and enter any notes if needed.
- Click on close shift to save changes.
Once the shift is closed you may close QuickCheck or the next employee can open a shift.
If you have any questions contact Customer Service.
