Cash Shifts in IZI CRM

Cash Shifts in a Gaming Club: Open, Close, and Collect with IZI

A cash shift is the foundation of financial accountability in a gaming or computer club. It is the working window during which IZI records every money movement — from the moment you open the drawer to the moment you close it. Each shift tracks three revenue streams (cash, card, and in-app payments) alongside refunds, cash collections, and the running cash-in-drawer balance.

While a shift is open, the dashboard updates in real time: the cashier always sees current totals without refreshing the page. The live view separates cash-basis revenue (money that physically entered the register) from accrual revenue (services delivered during the shift), giving you two complementary financial pictures in one screen. When you close the shift, IZI produces a final snapshot; if your club uses a fiscal printer, a hardware reconciliation runs automatically. Any shift left open longer than 24 hours is auto-closed by IZI and a new one opens in its place, preventing a single shift from spanning multiple calendar days and distorting daily statistics. All you need is a browser with CRM access — permission management is covered in role settings.

What the Shift Dashboard Shows

When a shift is open the dashboard displays two groups of financial metrics.

Cash-basis revenue — money that actually entered the register: the total of all balance top-up transactions (type TOP_UP) in the current shift. It breaks down by payment method:

• Cash — payments taken by the cashier in cash
• Bank Cards — payments via the card terminal
• App — payments made through the mobile app (ACQUIRING)

Accrual revenue — service charges (CHARGE) minus refunds (REFUND) within the shift window. This is the management metric: it shows how much customers spent on session time, bar items, and combo deals, regardless of when that money physically arrived at the register.

Cash in Drawer (cashInCashbox) — the actual cash balance: opening amount plus all cash receipts minus all disbursements and collections. This figure updates live for an open shift.

When no shift is open, the dashboard dims with a “Shift closed” message. Metrics become active again once a new shift is opened.

How to Open a Shift

1. Go to the Shifts section in your club’s CRM.
2. Click Open Shift — the button appears whenever there is no active shift.
3. IZI records the current drawer balance as openingCashAmount and starts the shift timer.
4. From this point all club transactions are recorded against this shift.

The action requires the CASH_SHIFT_OPEN permission. Without it the button is hidden.

How to Close a Shift

Click Close Shift in the action panel. A modal opens with three summary sections.

Closing Modal Sections

Section	What it shows
Cash	Revenue, withdrawals, and cash-payment turnover
Bank Cards	Same breakdown for card payments
App	Payments made through the mobile app
Cash Register Total	Cash + cards — use this to reconcile with the fiscal Z-report
Grand Total	Cash Register Total plus in-app payments

If the shift includes in-app payments, IZI shows a notice: Grand Total will differ from the fiscal Z-report — this is by design, as the fiscal printer does not see app transactions. Always use Cash Register Total when reconciling with the fiscal printer.

Closing Comment

Before confirming you can add an optional comment (up to 200 characters). It is saved and displayed in the shift card in history.

Fiscal Printer Reconciliation

If your club has a fiscal printer integration, IZI fetches the current hardware counters and compares them to CRM totals. Three outcomes are possible:

• Figures match — closing proceeds with one click.
• Discrepancy detected — IZI shows a warning. You can still close the shift, but you must explicitly confirm with “Close anyway.”
• Printer unavailable — reconciliation could not complete; you can close the shift without it.

The close button stays disabled until reconciliation finishes — this prevents accidental closing before results arrive. For a deeper look at the discrepancy, click Detailed Reconciliation to open the cash audit section.

The CASH_SHIFT_CLOSE permission is required to close a shift.

Cash Collection

Cash collection lets you remove cash from the drawer without closing the shift — for example, to transfer money to a safe or bank mid-day.

To run a collection:

1. In an open shift, click the … button (more actions menu).
2. Select Cash Collection.
3. Fill in the form:
   • Destination register — choose from the list (required).
   • Amount — cannot exceed the current cash-in-drawer balance. Click Full Amount to pre-fill the maximum available figure.
   • Comment — required, minimum 3 characters.
4. Click Next — a confirmation screen shows the final amount.
5. Confirm the operation.

After a collection, the amount is deducted from Cash in Drawer. The action requires the club.finance.op.cashCollection permission.

Interim Report (X-Report)

The … menu in an open shift includes Interim Report — the equivalent of a fiscal X-report. It shows current shift totals without closing the shift, useful for an internal mid-day check or a cashier handover.

This option is only available when a fiscal printer integration is configured. If no integration is set up, the menu item is disabled with the tooltip: “To use this feature, configure the fiscal printer integration in settings.”

Automatic Shift Rotation

If a shift stays open for more than 24 hours without a manual close, IZI automatically closes it and opens a new one. The cashier sees a notification: “Shift exceeded 24 hours and was automatically closed. A new shift was opened at [date/time].”

In the history the auto-closed shift is marked isAutoClosed = true. This prevents a shift from “floating” across multiple days and distorting daily statistics.

Shift History

The Shift History section displays a chronological list of all club shifts — both closed ones and the current open shift if one exists. By default the page shows the most recent open shift and all closed shifts.

Filters

• Date range — select a period to narrow the shift list.
• Cashier — filter by the employee who opened the shift. The employee list is built automatically from data in the selected period.

Pagination supports page sizes of 50, 100, and 200 shifts.

Shift Card

Each row in the history is an expandable card. In the collapsed view you see:

• Opening date/time → closing date/time (or status “Open”)
• Who opened / who closed
• Shift duration
• Total — overall shift revenue
• Cash in Drawer — cash balance at closing (or live balance for an open shift)

Expanding a card reveals:

• Cashier’s closing comment (or “No comment left”)
• Full financial breakdown: cash / cards / app with revenue and refunds
• Payment methods — share of cash, cards, and app in total revenue
• Spending categories — share of charges by category: Sessions, Bar, Combo, Other
• Bonuses earned / spent — total bonus-point movement for the shift
• All purchases (game balance) — game-balance deductions split into sessions, bar, and combo

Viewing shift history requires the CASH_SHIFT_READ permission.

Permissions Summary

Action	Required permission
View dashboard and history	CASH_SHIFT_READ
Open a shift	CASH_SHIFT_OPEN
Close a shift	CASH_SHIFT_CLOSE
Cash collection	club.finance.op.cashCollection

Permission configuration lives in access and roles settings.

Related Sections

• Roles and permissions — control who can do what in the CRM
• Club settings — where you configure the fiscal printer integration for X/Z-reports and reconciliation
• Balance top-up transactions — how top-ups work and how they appear in shift revenue