Starting and Ending a Shift

Introduction

A shift is the unit of work for a cashier. Every payment transaction belongs to a shift. Starting a shift records the opening cash (float), and ending a shift produces the shift-end summary for reconciliation and handover.

Navigation

Main Menu → Financial Transaction Manager → Shift tab

Starting a Shift

1. In the Shift tab, click Start Shift. The Start Shift page opens.
2. Under Add Funds, choose the Payment Method (usually Cash).
3. Enter the opening float amount handed to you at the start of your shift. You may also enter the denomination breakdown (see Denomination Management).
4. Click + Add — the amount appears in the Funds List and Total Funds updates.
5. Click Start Shift. Your shift is now open, the drawer balance is set, and the initial fund receipt prints.

Tip: You can start a shift with a zero opening float, but the recommended practice is to record the actual cash you were handed so your drawer reconciles correctly at shift end.

If you try to process a payment before starting a shift, the system displays a visual alert on the Financial Transaction Manager dashboard.

Fields on the Initial Fund Bill Page

Field	Description
Date/Time	Auto-set to current time
Opening Amount	Total opening cash float
Denomination breakdown	Enter quantity of each note/coin denomination
Department	Your assigned department (auto-populated)
Notes	Optional remarks

Ending a Shift

1. In the Shift tab, click End Shift.
2. The system calls navigateToCreateShiftEndSummaryBillForHandover() and generates the Shift End Summary Bill.
3. Review the summary: collections grouped by payment method (Cash, Card, Credit, Voucher, etc.), total transactions, total amount.
4. If the shift end involves a handover to another cashier, proceed to Shift Handover.
5. Click Confirm to close the shift.

Shift End Summary Pages

Page	Purpose
shift_end_summery_bill.xhtml	Summary by payment method
shift_end_summery_bill_list.xhtml	Bill-by-bill listing
shift_end_summery_bill_by_bills.xhtml	Alternative bill grouping view
shift_end_print.xhtml	Print the shift end summary
shift_end_cash_in_hand_print.xhtml	Print physical cash breakdown for handover

Recording Cash in Hand at Shift End

If configured, a Record Shift End Cash in Hand button appears in the Shift tab:

1. Click Record Shift End Cash in Hand.
2. Enter the physical cash counted in the drawer by denomination.
3. The system compares against expected cash and flags any difference.
4. This creates a record used during handover verification.

Viewing My Shifts

Click My Shifts in the Shift tab to open cashier/initial_fund_bill_list.xhtml. This shows all shifts you have started: date, opening amount, and status (open or closed).

Legacy Shift End

A legacy End Shift (OLD) button appears when the configuration key "Legacy Handover is enabled" is true. This uses navigateToCreateShiftEndSummaryBill() without the new handover integration. Use the standard End Shift button unless your administrator directs otherwise.

Technical Reference

Item	Detail
Controller	FinancialTransactionController
Start method	navigateToCreateNewInitialFundBill()
End method	navigateToCreateShiftEndSummaryBillForHandover()
Record cash method	navigateToRecordShiftEndCash()
My shifts method	navigateToMyShifts()
Page: initial fund list	cashier/initial_fund_bill_list.xhtml
Config key	"Legacy Handover is enabled" (boolean)