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Advanced End of Day Process

  • Updated

Run the End of Day process every day, at the end of your business day, after your last transaction and before midnight. Once you've run it for the day, don't put any more transactions through until the next business day.

1. Turn on Advanced End Of Day

  1. Click your profile icon top right and choose Settings.
  2. Go to Cash Register (POS).
  3. Scroll down and switch on Advanced End-Of-Day, then click Save.

2. Run the End of Day process

Once you've finished all your appointments and sales for the day (appointments should show as finalised on the Appointments page), you're ready to go.

  1. Go to POS.
  2. Click the Manage tab.
  3. Click Start End-Of-Day, above the Payment Method Types table.
  4. Go through each payment method and enter your figures in the Actual column. The Total column is what Simple Salon has recorded through POS. Actual is what you've physically taken, like the cash in your drawer or the total from your EFTPOS machine. A green tick shows in Matches once Actual matches Total, and if there's a difference, you'll be asked to add a comment before you can move on.
  5. Every payment method needs an entry in Actual before you can continue, even the ones with nothing to enter, leave those at $0.00. Once they're all done, click Next.
  6. Enter your Next Session Float, how much cash you'll keep in the drawer for tomorrow. Cash To Deposit updates for you, working out your cash total minus the float.
  7. Click Close Session, then Yes to confirm.

Back on the Manage tab, your float is ready for tomorrow, and the button now reads CLOSED: Show End-Of-Day Report. Click it any time to see a summary of the day, right there in the app, no pop-up blocker to worry about.

Enter Final Amounts dialog showing the Cash To Deposit field worked out automatically

3. Example: enter Cash and EFTPOS amounts

Cash

  1. In the Cash row, click Enter.
  2. Open your cash drawer and count how much cash you physically have, collected during the day.
  3. Type the actual amount into the amount field. Use the Cash Calculator to break it down by note and coin, it helps if you get interrupted or lose count.
  4. Click Save.

EFTPOS

  1. In the EFTPOS row, click Enter.
  2. Run the settlement on your EFTPOS machine to get your total for the day.
  3. Type that figure into the amount field.
  4. Click Save.

Once every payment method shows a green tick in Matches, you're ready to click Next.

Enter Actual Amounts table with a green tick next to the matched Cash row

Note: once your cash drawer's been reset, don't put any more transactions through until the next business day.

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If you have any further questions, send them to us via the Submit a Request option in your Help & Support page.

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