The Point of Sale (POS) Shift Report shows all payments made into the Point of Sale (POS) system for the date and shift selected. You can select a specific shift or cashier to run the report on, or select All.
The report shows all payments, and provides totals as well as a breakdown of payment type (cash, credit card, room charge, etc). It is very similar to the Front Desk Shift report.
Shift report cannot be run if there are open checks with balances for that user.
Select POS Shift Report from the Reports section of the Main Point of Sale (POS) menu - Overview.
Enter the Drawer Opening Balance: Fill in the amount. Default amount is 0.
Enter the Date to Print: There are drop-down menus to choose specific year, month and date/day.
Select the Shift: A drop-down menu of all available shift options, configured to a specific property.
Select the Cashier(s): Can choose -ALL- or specify a cashier.
Format for a Receipt Printer: The report defaults to the receipt printer.
Show Detail: If selected, Show Detail will show payments separately for each check.
Separate Report for each Cashier Selected: Check this box to generate multiple reports as opposed to one.
Use Server assigned to Check: Can have a cashier or server assigned to the check - Default is Cashier, but MAY BE different people.
Outlet: A drop-down menu of all configured Outlet options available.
Once the desired options are selected, click the orange Show Shift Report button.
The bottom of the report shows what the closing balance should be, based on the drawer opening balance entered into the Point of Sale (POS) Shift Report screen.
If you prefer, you can select the Generate report to Excel check box for exporting the report to Microsoft Excel format instead of PDF.
Date Updated August 11, 2020