Complete the End of Day Process

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About the End of Day Process

It is important that you run this process at the end of each day you are open for business.

This process is simply comparing your expected and actual totals. Your expected totals are what SimpleConsign says you should have based on sales, payouts, returns, etc. Your actual totals are a total of what you entered when you closed out your terminals.

Ensure All Terminals Are Closed

Before the end of day process can be completed all terminals must be closed. This is different from closing the browser tab, logging out, and shutting down the computers.

Begin End of Day Process

This is a process that can be completed from either the Back Office or a Terminal.

On the Terminal side an override can be setup that restricts the action to manager level users and above.

Terminal

On the Admin Tab of a Terminal you'll find the option to Run End of Day Process.


Back Office

The option to Run End Of Day Process is located on the Dashboard Tab of the Back Office. If you have a multi-location company be sure to select the appropriate location from the dropdown first.


Complete End of Day Process

The top half of this window will show the store totals for the day. The bottom half shows you a breakdown of your individual terminals. If you only have one terminal in your store, these will look very similar.


At this point in time you can recount your cash drawer, checks, and credit card receipts. Fix anything that may be off. When you're confident the actual numbers on your end of day are correct, even if they don't match the expected, click Finalize End of Day. If you need to come back to the process later, choose Cancel End of Day instead.

Final Is Final

Once you finalize the End of Day Process, there is no going back to alter these numbers later. Be sure that they are correct before finalizing.

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