Closing out your POS station at the end of the day or a shift is simple with the Tendy Cash Management feature. This process helps ensure all your cash and card payments are accurately counted and reconciled.
Step 1: Access the End Day Summary
On the main screen, tap the Settings gear icon in the top-right corner.
From the drop-down menu, select Cash Management.
On the Cash Management screen, tap the END DAY button to bring up the End Day Summary window.
This summary provides a snapshot of your daily sales, showing information like the daily POS start time, starting float, and the employees who started and closed the shift.
Step 2: Complete Your Cash Count 💵
The Cash Count process helps you reconcile the physical cash in your till with the expected amount. Please note that you can skip this step by tapping the SKIP button. Tap on the Cash Count field, and a pop-up window will appear.
Tap the OPEN DRAWER button and begin counting the cash in your till.
Use the + or - buttons to enter the total quantity for each bill and coin denomination.
Once your count is entered, tap CONFIRM to proceed to the card count.
The system will show you the actual cash count (what you counted), the expected cash count (what the system expects), and any difference between the two.
Step 3: Input Your Card Count 💳
Next, you'll record the total card payments for the day. Please note that you can also skip this step if you did not record any card payments for the day.
Tap on the Card Count field.
In the pop-up window, input your total card count from your shift's card transactions.
Tap CONFIRM to save the entry.
The summary will show your actual card count (what you entered), the expected count (what the system tracked), and any difference.
Step 4: Finalize the Closeout
After completing both the cash and card counts, you can finalize the process.
The End Day Summary will also display the total tips, tomorrow's float (the cash left for the next day), and the end-of-day cash drop (the amount you're depositing).
Scroll down the End Summary panel and tap END DAY to complete the process and save your report.
The Tendy POS app will now have a detailed record of your cash and card movements for the day