End Shift - hmislk/hmis GitHub Wiki

Path: Menu > Financial Transaction Manager > Shift Management > End Shift

This is used to end an ongoing shift. Here, all the payments collected will be displayed, along with the total. To end the shift, enter a comment (if necessary) and select "end shift." Then a shift-end bill will be generated.

Ending a Shift When Handovers or Float Transfers Aren't Practiced Systematically

By default, HMIS blocks "End the Current Shift" whenever any of the following are true for the logged-in user:

  • A float transfer sent by this user has not yet been accepted by the recipient.
  • A float transfer sent to this user has not yet been collected/accepted.
  • A handover created by this user has not yet been accepted by the recipient.
  • A handover sent to this user has not yet been accepted.
  • (If the relevant "Must ..." config options are enabled) any outstanding fund transfer or handover in either direction.
  • (If "Require Handover Before Shift End" is enabled) the handed-over amount does not yet match the total collections for the shift.

Some hospitals do not practice handover / float-transfer acceptance systematically — a cashier's shift should still be closeable even if a colleague hasn't gotten around to accepting a transfer yet. For those hospitals, an administrator can enable the application-scoped config option:

Allow Shift End Without Handover Acceptance (boolean, default false)

When enabled, every guard listed above is bypassed and the shift can be ended regardless of pending handovers or float transfers. The page shows a non-blocking informational banner so the bypass is visible and auditable, and the "End the Current Shift" button stays enabled instead of being greyed out:

The pending handover/float transfer itself is not cancelled or silently resolved — it still shows up wherever it normally would (Float Transfers to Receive, Handover, etc.) for whoever needs to accept or collect it. Only the shift-end block is lifted. After ending the shift, the usual Shift End Summary print is produced as normal:

Configure this option from the Config button on the End Shift page (visible to Admin users) or via Admin > Configuration Options.

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