Access Reports Anywhere
Please enable Register Balancing to get the report: Register Balancing with Cash Drawer
- On the Dashboard, navigate to the Reports tab and proceed to the Register Subcategory tab.
- Adjust the Report type and Date Range according to your preferences. The best way to view the closed register summary is by changing the report type to "Closed Register Summary."
- Click the "View Report" button to access the report. This will display a breakdown of payment methods used by customers to pay for sales, including petty cash in and out records, EFTPOS cash-out records (if enabled), actual cash on the till, and all other payment methods.
Ensure that your EFTPOS settlement is processed correctly and that your register is opened and closed at the designated time each day. It is crucial that this report aligns with your EFTPOS settlement. Avoid opening and closing the register multiple times a day; do so only at the end of the day to maintain accurate financial records.
