Shifts in IZI CRM

Shifts in IZI CRM

A cash shift is the working period during which IZI CRM records every financial event in your club — balance top-ups, gaming session charges, refunds, cash collections, and all payments across three channels: cash, bank cards, and mobile app. The shift starts when you open it (manually or automatically on the first transaction) and ends when you close it, generating a final report reconciled against your POS terminal.

While the shift is open, the dashboard shows two revenue figures in real time: cash-basis revenue (money actually received at the register) and accrual-basis revenue (value of services consumed). These two numbers can diverge — for example, when a guest topped up their balance last shift and is spending it now. Understanding the difference is essential for accurate POS reconciliation and financial reporting.

At closing, IZI compares its figures against the POS Z-report automatically. If the shift is not closed manually within 24 hours, the system closes it and opens a new one. All completed shifts are stored in Shift History with full detail by employee, spending category, and bonus transactions, giving you complete financial control over any period.

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Shift Dashboard

The Shift section in the main CRM menu is the cashier’s primary workspace. When no shift is active, the dashboard shows only an Open Shift button and the message “Open a shift to view the dashboard.” Once the shift is open, all key metrics and actions become visible.

Dashboard Metrics

Metric	What It Measures
Cash-basis revenue	Sum of balance top-ups (TOP_UP) processed during the current shift
Balance withdrawals	Sum of funds withdrawn from client balances (WITHDRAW) during the shift
Accrual-basis revenue	Charges minus refunds (CHARGE − REFUND) during the shift period
Cash	Breakdown of operations paid in cash
Bank cards	Breakdown of card transactions
App	Payments made through the mobile app (counted from the previous shift’s closing time)

Key distinction: cash-basis revenue is money physically received (top-ups). Accrual-basis revenue is the value of services delivered (charges from gaming balances). The two can differ significantly when clients pre-load their accounts and spend across multiple shifts.

Available Actions

While a shift is open, three buttons appear on the dashboard:

• Interim Report — prints an X-report without closing the shift (requires a configured POS integration; the button is inactive if no integration is set up).
• Cash Collection — removes cash from the register and logs the operation inside the current shift.
• Close Shift — ends the working period and generates the final report.

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Opening a Shift

A shift opens in one of two ways:

1. Manually — click Open Shift on the Shift dashboard.
2. Automatically on the first transaction — if a cashier starts a transaction (for example, a balance top-up) without an active shift, IZI displays an Open Cash Shift dialog and waits for confirmation before continuing.

After opening, the dashboard begins displaying live metrics. The status bar shows the opening time: “Opened HH:MM, DD.MM.YYYY.”

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Cash Collection

Cash collection is the removal of some or all cash from the register without closing the shift. The operation is logged as a separate transaction in shift history and does not affect revenue, but reduces the current cash balance.

How to perform a cash collection:

1. On the shift dashboard, click Cash Collection.
2. In the Collection Amount field, enter the amount, or click Full Amount to use the current cash balance automatically.
3. In the Destination Register field, select where to transfer the funds.
4. Add a comment (minimum 3 characters — the field is required).
5. Click Next, review the confirmation screen, and click Confirm.

After a successful collection, the system shows a notification: “Cash collection completed. Amount removed from register: {amount}.”

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Closing a Shift

When you close a shift, IZI presents a detailed financial summary and, if a POS integration is configured, runs automatic reconciliation.

Closing Report Structure

The report is divided into three sections by payment method:

Section	Contains
Cash	Revenue and withdrawals paid in cash
Bank cards	Revenue and withdrawals paid by card
App	Payments made through the mobile app

Two totals appear at the bottom:

• Register Total — cash + card payments. This is what reconciles with the POS Z-report.
• Grand Total — Register Total + app payments. May differ from the Z-report because the POS does not capture app payments.

If the shift includes app payments, IZI displays a warning: “Do not compare the Z-report to the Grand Total. Use Register Total for POS reconciliation.”

POS Reconciliation

When a POS integration is active, IZI automatically retrieves the terminal’s counters and compares them with CRM data. Possible reconciliation statuses:

• Match — IZI and POS totals agree.
• Discrepancy — amounts do not match. IZI offers two options: Review or Close Anyway. Closing with a discrepancy records the mismatch in the Z-report.
• Register unavailable — the POS is not responding; reconciliation could not be completed.

Closing Comment

Before closing, you can add a free-text comment. It is saved in Shift History and visible in the shift detail card.

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Automatic Shift Rotation

If a shift has been running for more than 24 hours without being closed manually, IZI closes it automatically and opens a new one. A warning dialog appears describing the rotation, and after confirmation a notification shows: “Shift exceeded 24 hours and was automatically closed. A new shift has been opened.”

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Shift History

The Shift History section stores all completed shifts for the club and is accessible from the main CRM menu.

Shift Card — Summary View

Each entry in the list shows:

• Date and time opened (“Opened DD.MM.YYYY HH:MM”)
• Status: In progress (current open shift) or closing date
• Shift duration
• Who opened and who closed the shift
• Total amount
• Cash balance remaining after closing
• Comment (if none was left: “No comment”)

Shift Card — Detail View

Opening an individual shift reveals extended analytics:

Block	Contents
Payment methods	Revenue share by cash, card, and app shown as a chart
Spending categories	Share of charges by sessions, bar, combo, and other categories
Bonuses awarded	Total bonuses credited to clients during the shift
Bonuses spent	Total bonuses redeemed when paying for services
All purchases	All charges deducted from client gaming balances
Sessions / Bar / Combo	Purchase breakdown by category

Filtering Shift History

Two filters are available in the section:

• Period — From and To date fields for selecting a date range.
• Employee — All employees or a specific user. Useful for auditing a particular cashier’s activity.

Pagination is displayed as “N–M of X.”

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Related Sections

• Transactions — Balance Top-up — how top-ups work and how they feed into cash-basis revenue.
• Financial Reports and Analytics — aggregated analytics across multiple shifts and periods.
• Roles and Access Settings — which roles can open and close shifts and view shift history.