Learn from the business

Understand the day's activity before you close up

After a busy service, you want to understand the day and see which transactions still need attention. Bonzumo supports daily closing, reports and receipt organisation, giving your follow-up work a clear structure.

What it supports

Reporting & closing, in the context of your business.

Bonzumo brings together the operational work around closing and reporting – from Z reports through cash book and archive to preparation for accounting workflows. Legal and fiscal requirements are always checked for each configuration.

  • Review day closing, Z report, payments and cash movements in a structured way
  • Organise cash book, receipts, tips, advances and archives in the flow
  • Review export and accounting workflows, including DATEV requirements, concretely in setup
bonzumoReporting & closing
In focus01
Today↗
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Active work12:45Team handoverliveReport ready✓

Next step

Let us review the workflow together.

A demo is most useful when we take your current process as the starting point.

Request a demo

The last guest has left, but the day's work is not quite finished. Payments need reviewing, cash movements need checking and the supporting records need bringing together. Bonzumo supports this work with daily closing, Z reports, a cashbook and an archive. These provide a working structure for considering the day's figures alongside the transactions behind them.

Closing turns individual sales into a view that can be reviewed. Payment information and cash movements are brought together in the intended closing process. Your team can check the relevant details and follow up on questions. This is especially useful when several people or cash areas have been involved during the day and memories of individual transactions are no longer clear.

Saved Z reports remain available for later inspection. PDF outputs and period exports support further processing and sharing. You can revisit one day or prepare records for a selected period. When the office has a question, you can work with the relevant reports instead of collecting the entire close again from several different sources.

The cashbook adds context for cash movements. Receipts and associated information help explain individual entries. Tips and their intended accounts and workflows also form part of the wider organisation. This gives your business a foundation for handling responsibilities and follow-up questions with reference to records. Clear working routines during the shift are still an important part of making the later review useful.

Accounting preparation includes account assignments, posting rules and suggested entries. The available DATEV export provides a preview for preparing a posting batch and considers required information and checks that may prevent export. It is configured with the details your accounting workflow needs, including adviser and client identifiers where required. This supports a planned handover to the person responsible for your accounts.

Bring your existing daily closing routine and a typical accounting question to the demo. Explore the reports, archive and export preparation in that context. You can judge where Bonzumo would add structure to your end-of-day work, how your team would use the records and which setup details need to be agreed for your business.