Closing a Shift in IZI: X-Report & Cash Collection
Closing a Shift in IZI: X-Report & Cash Collection
Section titled “Closing a Shift in IZI: X-Report & Cash Collection”Closing a shift is the mandatory end-of-period operation that locks all financial totals for that working period — cash and card receipts, tariff and bar sales, bonus top-ups and deductions, and the final drawer balance. Until the current shift is closed, the next admin cannot open their own shift, so a clean handover depends on this step being done correctly every time.
What you need before you start
Section titled “What you need before you start”- All floor sessions must be finished. IZI blocks the close while any session is active.
- Physical cash counted. Have the banknotes and coins in front of you before you open the close dialog.
1. Confirm all sessions are finished
Section titled “1. Confirm all sessions are finished”Open the Floor tab and verify there are no active sessions. If a guest is still playing and their session cannot be ended immediately, coordinate with the incoming admin: transfer responsibility for that session, note it in the handover log, and agree on who will settle the payment.
2. Go to Shifts
Section titled “2. Go to Shifts”In the left sidebar, select Shifts. The current open shift opens automatically.
3. Generate the X-report
Section titled “3. Generate the X-report”Click X-report. The system displays a full shift summary without closing the shift:
- Total revenue broken down by payment method: cash, card, online
- Sales by tariff and bar
- Bonus top-ups and deductions
- Opening float and calculated current cash balance
Review each line. If anything looks unexpected — a revenue figure that seems too high or too low, a missing payment — investigate the individual operations before proceeding. It is much easier to resolve discrepancies before the shift is locked.
For a field-by-field breakdown of the X-report → Shift X-report: what each field means.
4. Count and reconcile the cash
Section titled “4. Count and reconcile the cash”Physically count every banknote and coin in the drawer.
Compare the total with the calculated cash balance from the X-report:
Calculated balance = opening float + all cash received during shift − all cash paid out − collections run during shift
| Outcome | Action |
|---|---|
| Actual matches calculated | Proceed to close |
| Actual is over | Record the overage; investigate before closing |
| Actual is short | Record the shortage, note a possible reason, notify owner if material |
5. Run a cash collection if needed
Section titled “5. Run a cash collection if needed”If the drawer holds more than your working cash limit, move the surplus to the safe before closing. Record the collection as a separate operation inside IZI so it appears in the X-report and the closing balance reflects only the float you are leaving for the next shift.
Details → Cash collection and safe.
6. Close the shift
Section titled “6. Close the shift”Click Close shift. Enter the actual cash amount in the drawer.
IZI records:
- Closing timestamp
- Actual cash balance you entered
- Variance (actual vs. calculated), if any
The shift is now locked and a shift report is generated.
7. Hand over to the next admin
Section titled “7. Hand over to the next admin”After closing, run the standard handover: drawer, keys, access codes, shift log, and any open issues (pending guest disputes, maintenance notes, guest accounts with manual adjustments).
Handover checklist → Shift handover: what to check.
What to do next
Section titled “What to do next”- Shift X-report: what each field means — detailed explanation of every line in the report.
- Shift discrepancy: how to investigate — step-by-step guide when cash does not balance.
- Cash collection — how to record a mid-shift or end-of-shift collection correctly.
Frequently asked questions
Can I close a shift while sessions are still running?
No. IZI will block the shift close if any sessions are active on the floor. Finish all active sessions or hand them off to the next admin before proceeding.
What is an X-report and how does it differ from a Z-report?
An X-report is an interim shift summary you can pull at any moment without closing the shift — the shift stays open and counters are not reset. A Z-report is the final report that resets counters; it is generated on the fiscal hardware side, not inside IZI. When you close a shift in IZI, the system produces the X-report equivalent as the shift summary.
What should I do if the actual cash in the drawer does not match the calculated balance?
Record the discrepancy in the shift-handover log: actual amount, calculated amount, difference, and a possible reason. Do not skip this step — the variance must be explained before end of day. If the gap is significant, notify the owner immediately.
Can I undo a shift close?
No. Once you confirm the close, the shift is locked. To continue working, open a new shift. All data from the closed shift remains visible in the shift history.
What happens if I skip the cash collection step before closing?
The full cash balance — including any surplus above your working limit — stays in the drawer and is recorded as the closing balance. You can still run a collection on the next shift, but it will appear in that shift's report, not the current one. Best practice is to collect surplus before closing so each shift's financials are self-contained.