Finance Shift End Summary Report

Shift End Summary Report

Introduction

The Shift End Summary Report is generated automatically when a cashier ends their shift. It provides a complete record of all collections during the shift, grouped by payment method, and serves as the primary document for shift reconciliation, handover, and archiving.

Navigation

Main Menu → Financial Transaction Manager → Shift tab → End Shift

Or access directly from Reports tab → My Shift Summary / My Shift Details.

How the Shift End Summary Is Generated

When a cashier clicks End Shift (navigateToCreateShiftEndSummaryBillForHandover()):

1. The system scans all payments recorded under the cashier's active shift.
2. Payments are grouped by payment method (Cash, Card, Cheque, Voucher, Credit, etc.).
3. Totals are calculated per method and overall.
4. A Shift End Summary Bill entity is created and stored.
5. The cashier reviews the summary before proceeding to handover.

Summary Pages

Page	Description
cashier/shift_end_summery_bill.xhtml	Summary view — totals by payment method
cashier/shift_end_summery_bill_list.xhtml	List view — all bills in the shift
cashier/shift_end_summery_bill_by_bills.xhtml	Alternative grouping by individual bills

Print Options

Print Page	Purpose
cashier/shift_end_print.xhtml	Standard shift end summary printout
cashier/shift_end_cash_in_hand_print.xhtml	Physical cash breakdown by denomination for handover

Viewing Another Cashier's Shift Report (Admin)

Supervisors and administrators can view the shift end report of any specific cashier:

• cashier/shift_end_report_bill_of_selected_user.xhtml — all bill types
• cashier/shift_end_report_bill_of_selected_user_opd.xhtml — OPD bills only

Navigate to these via the Reports tab → Cashier Bill List → select user.

Excel Export

The shift end summary can be exported to Excel using:

• CashSummeryControllerExcel — standard Excel export
• CashSummeryControllerExcel1 — alternate format for specific reporting needs

Report Columns

Column	Description
Payment Method	Cash, Card, Cheque, Voucher, Credit, etc.
Number of Transactions	Count of bills paid by this method
Total Amount	Sum of payments for this method
Opening Float	Cash at shift start
Net Collections	Total collected (all methods)
Deposits Made	Cash deposited to safe/bank during shift
Float Transfers Out	Cash transferred to other cashiers
Float Received (Net)	Net float transfers received
Closing Balance	Expected drawer balance at shift end

Technical Reference

Item	Detail
Controller	FinancialTransactionController, CashSummeryController
Excel controllers	CashSummeryControllerExcel, CashSummeryControllerExcel1
End shift method	navigateToCreateShiftEndSummaryBillForHandover()
Legacy end shift	navigateToCreateShiftEndSummaryBill() (config-gated)
Config key	"Legacy Handover is enabled"