Shift Won't Close — What to Do

Shift Won’t Close — What to Do

A shift in IZI is a cash period that records all transactions. If it won’t close, there’s a specific reason — the system always shows why.

Step 1 — Read the Error Message

When you click Close Shift, CRM will show the reason if there’s a blocker. Common messages:

• “Active sessions exist” → step 2
• “Pending transactions” → step 3
• “Insufficient permissions” → step 4
• “Server error” → step 5

Step 2 — End All Active Sessions

The shift won’t close while any session is active.

1. Open the Hall section
2. Find all PCs with active sessions (highlighted in green or active color)
3. End each session: click the PC → End Session
4. For stuck sessions use force-end — instructions

After all sessions are ended, try closing the shift again.

Step 3 — Check for Pending Transactions

Unfinished operations may be blocking the shift:

1. Open Transactions → Current Shift
2. Filter by status “Pending” or “Processing”
3. For each pending transaction:
   • Wait 2–3 minutes — bank transactions sometimes take time
   • If a transaction has been pending > 5 minutes — cancel it manually (Cancel button)
4. After clearing pending transactions, try closing the shift again

Step 4 — Check Permissions

If you see “Insufficient permissions”:

1. Make sure you’re logged in with an account that has the Close Shift permission. The built-in Administrator role includes this permission. If your account uses a custom role (such as a Manager or Cashier role your owner created), check in Settings → Roles that “Close Shift” is enabled for that role.
2. If your role does not have this permission — ask the Administrator or the account owner to grant it or to close the shift on your behalf.

Step 5 — Force Close

If the shift won’t close technically (server error, frozen interface):

1. Refresh the CRM page (F5) and try again
2. Try from a different browser or device
3. If nothing works — contact IZI support with the shift ID (visible in the address bar) — support can force-close it from the server side

After Closing the Shift

Check the summary report: Finance → Shift History → [date]. Confirm that cash and non-cash totals match your records. Note any discrepancies immediately — they become harder to track down after a few days.