HOW DO WE OPEN A SHIFT IN THE REVO XEF APP
HOW DO WE CLOSE A SHIFT IN THE REVO XEF APP
REPORTS


The cash control, as its name suggests, is a control tool used to determine how much money goes in and out of the cash drawer during each day of business operation.

In the COMPANY section of the back-office, the following options can be configured:



  • Opening Time: To use Cash Control, it's essential to input the desired time for the day change. It's recommended to set a time when your business is closed. For example: 05:00:00 (5 am).

  • None: No cash control.

  • Simple: The total amount of the initial cash fund is requested before closing/cashing the first order of the day, and the final cash fund is requested before closing the shift (Report X). Multiple shifts can be opened and closed during a day.

    It's recommended to open the shift and indicate the initial cash fund before opening the premises to customers.

  • Complete: The detailed amount (all monetary units) of the initial cash fund is requested before closing/cashing the first order of the day, and the final cash fund is requested before closing the shift (Report X). Multiple shifts can be opened and closed during a day.

    It's recommended to open the shift and indicate the initial cash fund before opening the premises to customers.

  • Auto: A single daily shift is automatically generated without specifying the initial and final cash funds. At the end of the day, the Z Report can be printed from the app to see the summary of sales in the different forms of payment used.

  • Blind Cash: With this option activated, we prevent the user from printing the Z Report before closing a shift (Report X). This way, they cannot know the cash collection before closing the shift.


How do we open a shift in the Revo XEF app?

Let's see a step-by-step example of how we open a shift with simple cash control, and then how we close it at the end of our workday and after having a series of sales.

It's important to remember that cash control is done on cash and not on other forms of payment.

1. Tap on the REVO menu r.

2. Search for and tap on Cash Control.



3. Tap on New Shift.



4. Enter the total amount of money with which we start the day in the cash drawer (initial cash fund). In this example: €300 and tap on to confirm. The shift is now open.



How do we close a shift in the Revo XEF app?

We have finished the shift with the following values:

  • Cash Sales: €1189.95
  • Card Sales: €828.00
  • Entry/Exit Difference: €30
  • Initial Cash: €300
  • Total: €1747.95

1. Tap again on the REVO menu r.

2. Search for and tap on Cash Control.

3. Tap on Close Shift and the previous screen appears again.



If everything went well, we need to indicate as the final cash fund, €1519.95. This comprises the €1189.95 that we collected by cashing orders in cash + the initial €300 with which we started the shift + the €30 cash out difference.

As seen in the example, there has been a cash in/out, so it's necessary to consider the value to avoid discrepancies at the shift closing. Learn more about cash ins/outs here.

4. Enter €1519.95 in cash and €828.00 by card. Tap on to confirm and close the shift.





Reports

When a shift ends, the Report X is printed on the cash register printer. It contains the following information in paper format:



There can be two or more shifts (Report X) per day. After closing the last shift, the Report Z can be printed, which is the summary (total) of all the shifts (Report X) of the day.



As can be seen in the image, the cash difference (cash discrepancy) is 300 € positive, which is the initial amount we indicated was in the cash drawer, indicating that the Report X is perfectly balanced.

Additionally, Revo XEF offers the following additional report printing options:



  • Delivery Report: Prints all data related to home deliveries for the current day.
  • General Z Report: Prints Z reports for all cash registers in the establishment. The standard Z report only displays data from the current cash register.
  • Daily Summary: Prints all billing data for the current day.
  • Shift Summary: Prints all data for the current shift.