How to Close the Day (Financial Daysheet)

 Related Training
Accessing the Financial Daysheet and Closing the Day Recorded Class

The Daysheet gives an overview of the day's finances, including all Daily Totals, Deposit Slip, Totals Summary, and Transaction Details. You can also print reports for each of these sections as needed.

Important: Perform this procedure at the end of each day. If you forget to close a day, you cannot go back to that specific day to close it.

To close the day:

1. From the Location tab, select Financial > Daysheet. The Financial Daysheet is displayed.
2. At the bottom of the window, click Close the day for [name of location].
   
   The Close the Day window is displayed.
   
3. Select each section of the Daysheet for which you want to print a report, and then click Confirm.
   A notification at the bottom of the screen is displayed when the Daysheet is finished closing.

Note: Closed Daysheets are automatically archived and no further action is needed.

For more information, see:
How to Use the Financial Daysheet
How to Read the Financial Daysheet Report