Given the delicate nature of editing or adding closing payments, rights to update such data is restricted. Only those with a manager or owner permission can edit register closure for a past date. 

  1. At the center level, click the Reports icon.

  2. Navigate to Finance > Select Accounting from the filter.
    The Reports Dashboard appears. 

  3. From the list of reports, click Register Closure Report.
    The report opens in a new tab.

  4. Select a time period for which you wish to view the report.
    Note: You can select a period of up to six months.

  5. Click Refresh.
    The Register Closure report displays. 

  6. Identify the record you want to edit and click Edit.
    The Close Payment screen appears. 

  7. Enter the correct values (updated values) for any of the fields on the right side of the report. It is best to add notes to explain what changes you made and why.
    This serves as a good record for any future reference - anyone else seeing the report will understand why a change was made to the closing payments.

   8. Click Save.
       The records are updated. The notes you enter appear in the report in the
       appropriate column.
       Example: Here, the manager updated the credit card details and added notes. 

   9. If the front desk has missed out on closing the register for a date, and you want to
       add register closure for this date in the past, click Add Closure.
       The Close Payment screen appears.
  10. Select the date for which you want to add the register closure.
  11.  Enter values for the various sections and add any relevant notes for future
   12. Click Save.
        The application saves the register closure for the date you selected.

See Also

Add Closing Payments of a Past Date
Close the Cash Register for the Day

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