Start and Close Day

The following Encounter POS topics are related to starting and closing the business day.

Clock In/Out

Nota

At least one (1) minute must transpire between clocking in and clocking out.

  1. Swipe the Manager card using the card reader.

  2. Type the Badge number.

  3. Select Clock In/Out.

  4. Place finger on Fingerprint Reader (Biometrics) for verification (if applicable).

Start Day / Log On Insert

Run Insert Status Report

  1. Swipe the Manager card using the card reader.

  2. Select the Manager button.

  3. From the Management Console, select the Quick Reports tab.

  4. Run an Insert Status Report to ensure no inserts are logged on from the previous day.

Log On Insert

To start the business day and enter custom orders, log on an insert at each terminal.

  1. Clock in an employee to assign to the insert.

  2. Swipe the Manager card using the card reader.

  3. Select the Manager button.

  4. Type the Badge number to log on to the insert.

  5. Select Log On.

Cashier Log On

Nota

Employees must Clock In before they can Log On to an insert.

  1. Swipe the Manager card using the card reader.

  2. Select Manager.

  3. Type the Badge number of the cashier.

  4. Select Log On.

Close Insert

  1. Log Off (or Deactivate) the insert.

  2. From the Management Console, select the Insert Close tab.

  3. From the dropdown, select the insert.

  4. Count the pay types in the insert and type the totals in the provided fields.

  5. Confirm the over/short amount is correct.

    Importante

    If there is a discrepancy, DO NOT submit the insert close. Contact Xenial Support.

  6. Select Submit.

Close Shift

Navigate to Shift Close

  1. Select the Sales tab.

  2. Select the Tasks tab.

  3. Select Shift Close.

Close the Shift

All closed inserts and deposits are accounted for when a shift is closed.

In the Cash Deposits Made this Shift field, type any additional deposits that were made during the shift.

Add the Bank Deposit

  1. Type the Bag ID.

  2. Type the Deposit Amount.

Add the Safe Count

  1. Type the Safe Count amount.

  2. Type the Username / Password of the manager who verified the deposit.

  3. Verify the totals, and then select Submit.

Close Credit Card Batch

Navigate to Credit Card Batch

  1. Select the Sales tab.

  2. Select the Tasks tab.

  3. Select Electronic Payment Manager.

Close the Credit Card Batch

  1. Select Close Current Batch.

  2. Please wait for the credit card batch to close. This may take several minutes.

View Batch Reports

  1. From the Report for dropdown, select the Batch Report.

  2. Select the Report Format.

  3. Select Report – All Transactions or Summary Report.

Add Bank Deposit

Navigate to Add Deposit

  1. Select Sales.

  2. Select the Tasks tab.

  3. Select Add Deposit.

Add a New Deposit

  1. Type the Bag ID.

  2. In the provided fields, type the quantity of each denomination amount (e.g. if there are five 10 dollar bills, type 5 in the $10 field).

    Sugerencia

    Select Use Currency Calculator to use a calculator to add the currency amounts for the deposit.

  3. Select Add Record.

Daily Close

The Daily Close includes a list of required tasks. This task list is customizable. Permission may also be granted to bypass tasks on the list. Contact the database administrator for assistance.

Navigate to Daily Close

  1. Select the Sales tab.

  2. Select the Tasks tab.

  3. Select Daily Close.

Complete the Daily Close

  1. From the dropdown, select the Labor End Date and Time (if enabled).

  2. Select Submit.