Cash-up daily close report

Daily till reconciliation, variance tracking, cash in/out

Cash-up daily close

The Cash-up report is the audit trail for daily till reconciliation. Every day's close shows up here with its variance.

Where to find it

Reports → Cash-up sub-page.

KPI cards

  • Total Cash In – green
  • Total Cash Out – red
  • Total Variance – blue (or red if negative)
  • Cash-Ups Count – purple

Daily Breakdown table

One row per day:

  • Date (formatted)
  • Opening Balance (yesterday's closing)
  • Cash In (incoming cash, from sales)
  • Cash Out (outgoing cash, on expenses)
  • Closing Balance (what was counted at close)
  • Variance (expected vs actual, ±)
  • Status (Open / Closed badge)

Variance color

  • Green – no variance (perfect)
  • Yellow – positive variance (more than expected, rare)
  • Red – negative variance (less than expected, something's off)

Totals row at the bottom for every column.

Date filters

  • Today, Yesterday, Last 7/30 days, This Month, Custom

Export

CSV button. Useful for your accountant or internal audit.

When to use it

Scenario 1, after the evening close Cash-up ran, you just check the table. No red rows (variance 0 everywhere) → go home in peace.

Scenario 2, weekly accountant alignment "Last 7 days" preset. Export → Excel. Send weekly till reconciliation to the accountant.

Scenario 3, one red day Variance -2,500 HUF on Monday. Drill-down: Sales → List → Monday. Check transactions. Possibly a misrecorded payment.

Scenario 4, lots of small variances ±200-300 HUF daily. Maybe tips aren't recorded consistently or opening balance isn't always set precisely.

Scenario 5, preparing for tax authority audit "This year" preset. Cash-up daily log → Export → Excel + PDF. Archived for the tax authority.

How cash-up is created

At end of day, staff clicks "Day Close" on the Cash Register page. They count physical cash in the drawer and compare to the system-expected balance:

  • Expected balance = opening + cash in – cash out
  • Actual balance = what was counted
  • Variance = actual - expected

Zero is perfect. If it differs, a reason is recommended.

Tips

  • Zero variance is gold, many salons never see it. ±100-200 HUF is typical and not worth worrying.
  • 1,000+ negative variance is a warning sign, either recording error or theft. Investigate.
  • Positive variance is also odd, usually means a deposit wasn't recorded but cash is in. Check it.
  • Status: Open means it wasn't closed that day, which is bad because the next day's opening is incorrect.
  • Check weekly, not just monthly. Resolving a 30-day-old variance is way harder than yesterday's.
  • Keep a paper cash log too, so you always have two sources.

Related articles

#cash-up#pénztárzárás#variance#reconciliation#napi
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