Close Out Summaries

The Close Out Summary is used for counting from drawer(s) and closing the selected sales period.

 

  1. Create a new summary and set the date and time range, drawer, and staff criteria as desired. Select the Calculate Summary action.

 

  1. Enter the counted amount in the Payments lines, either the total amount or by denomination, if available for the Payment Method.

 

  1. Select the Post Summary action from the side menu to finalize.

 

Any difference will be posted to the General Ledger according to the Payment Method settings.

 

The summary is now posted and can be reviewed in the Posted Close Out Summary window.