Finance My Shift Summary

My Shift Summary

Introduction

The My Shift Summary report shows a cashier's complete financial activity for their current or most recent shift — total collections, payment method breakdown, float movements, shortages, and the closing balance. It is used for self-review before handing over and as the basis for the handover document.

Navigation

Main Menu → Financial Transaction Manager → Shift tab → My Shift Summary OR Main Menu → Financial Transaction Manager → Reports → My Shift Summary

Viewing Your Shift Summary

1. Navigate to the Shift Summary page.
2. By default, the current open shift is shown.
3. To view a past shift, enter the shift date or select from the shift history.
4. The summary loads automatically.

Summary Sections

Collections by Payment Method

Column	Description
Payment Method	Cash, Card, Credit, Cheque, eWallet, etc.
No. of Bills	Count of bills collected using this method
Total Amount	Sum of all collections for this method

Float Movements

Row	Description
Opening Float	Cash in drawer at shift start
Float In	Cash received via float transfers
Float Out	Cash sent via float transfers
Cash Collected	Cash from patient billing
Handover Amount	Cash handed over at shift end
Closing Balance	Opening + In + Cash − Out − Handover

Discrepancies

Row	Description
Shift Shortage	Any recorded shortage amount
Shift Excess	Any recorded excess amount

Printing the Shift Summary

Click Print to print the shift summary report. The printed format matches the handover summary and is used as the base document for supervisor sign-off.

Using the Summary at Shift End

Before ending your shift:

1. Review each section of the shift summary.
2. Physically count your cash drawer.
3. Compare the physical count to the Closing Balance in the summary.
4. If there is a discrepancy, record a shift shortage or excess before proceeding.
5. Proceed to Shift Handover.

Shift History

Supervisors and finance managers can view shift summaries for any cashier:

1. Navigate to Reports → Cashier Shift Summary.
2. Select the cashier and date range.
3. All shifts in the period are listed with totals.

Technical Reference

Item	Detail
Controller	FinancialTransactionController
Related reports	Shift End Summary Report, Cashier Summary Reports
Handover	Shift Handover