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Auto-Close Drawer
This article will define and go through the Auto Close Drawer button. This option is only enabled after the default Carry Over Cash in Parameters is set to a number greater than zero. The default Carry Over Cash will automatically roll over to the next day's beginning drawer balance. Any bank deposits (deposit slips) will have to be manually created.
Topics included in the article
How does Auto-Close initiate?
Auto-Close can be initiated manually or automatically.
Manually
To initiate the auto-close process, press the 'Auto Close Drawer' button. When selected, the close-for-the-day procedure will start without you needing further interaction. This option is only enabled after the default Carry Over Cash in Parameters is set to a number greater than zero. The default Carry Over Cash will automatically roll over to the next day's beginning drawer balance. Any bank deposits (deposit slips) will have to be manually created.
Here's how to get there
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Expert: Program Menu > #2 End of Day Processing
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Elite: Left menu > End of Day > Auto Close Drawer
Automatically
Point of Rental can be set up to initiate Auto Close for both Store 1 and remote stores. For more information on automatically auto-closing, see our article Setup Auto-Close Point of Rental version v2013 (v15) and later Setting up Auto-Close.
| If an auto-close is initiated at 9:00 p.m. or later and a close was already done that same day, the auto-close will be skipped. |
Auto-Close Reports
This section covers auto-close reports when initiated manually or automatically.
Automatic Auto-Close Reports
If you set up your store(s) to automatically close (via POR Task Runner or Windows Task Scheduler), system-generated reports will not print. ONLY automatic reports will generate depending on automatic report configuration: print, email, fax, and/or save to PDF, XLS, CSV, HTML, XML, or RTF. System-generated reports cannot be manually generated. You can manually generate Automatic Reports.
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For more information on auto-close, see our article Setup Auto-Close Point of Rental version v2013 (v15) and later.
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For more information on Automatic Reports, see the article Automatic Reports.
Here's how to get to Automatic Reports:
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Expert: Program Menu > Configuration > Reports and Notifications
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Elite: Configuration gear > App Configurations > Reports and Notifications
Manual Auto-Close
If you manually select the 'Auto Close Drawer' option, the system will generate both automatic reports AND the "Totals Summary" report. If you have an email set up in Account Numbers, that email account will receive a copy of the General Ledger after the End of Day completes.
See our article Account Numbers - Chart of Accounts for more information.