Cash Close

To create a cash close report, you can follow these steps:

1. You can click the icon on the bottom navigation bar in the left corner. This will open the sidebar navigation.
   
   

2. In the report section, press the “cash close” menu. Then, once you are in the “cash close” feature, press “+ Create”.
   
   
   
3. Fill out the form that appears, then press “submit” to save.
   
   
   
   
   
4. Please note that the cash close process is recorded on the specific device used to perform it, so the report will not appear on other devices. To view consolidated cash close reports from multiple devices, please visit [https://portal.payflo.com.au]

5. After logging in, go to the Report menu and click on Cash Close

6. This page displays all cash close reports for each device. By default, the device name is set to the name of the user who performed the cash close, but it can be changed in the edit section.

7. Once updated, this new name will be used for all future reports.

8. Click 'See Details' to view the transaction details.