A useful daily closing routine starts during service. Orders and payments should be associated with the right transaction, tips entered deliberately and questions addressed while the details are still available. Decide who prepares the closing process and who reviews anything unclear. This gives everyone a shared understanding of the tasks that remain at the end of a shift.
Before completing the day, review recorded payments and their receipts. Look into unusual transactions individually rather than relying only on a total. A split bill or a payment whose completion is still unclear may need closer attention. Agree how the team should hand over these situations so relevant information remains available when responsibility changes between shifts.
Bonzumo includes a daily closing view with a Z report and access to recorded transactions and receipts. Sales and tip information help you distinguish different amounts. A closing report can be saved and provided as a PDF. This gives you a reference when a question about a service day comes up later or you want to compare the figures with your other records.
An organised view is useful across longer periods too. Archive and period functions help you find and review saved reports. A DATEV posting batch is available for accounting handover, with a preview and review messages. Discuss the required settings, account assignments and responsibilities with the people who will process your accounting data. The export needs to fit their working process.
Keep your internal routine clear: review transactions, resolve questions, create the closing report and make the records available. The details depend on how you organise your tills and shifts. In a Bonzumo demo, explore the path from an individual receipt to the daily report. Bring an example of your current closing records so you can discuss where you would like to find each piece of information in future.
For the system workflow, see review figures and save the closing report in Bonzumo. For unresolved payment amounts, read reconcile payments before the accounting handover.
