Reports, shifts and expenses

Cashiers close their own shift; admins get the bigger picture across everyone.

Who

Cashiers close their own shift; admins read the reports

Where

Reports in the navigation

1. 1

   Step 1: Open your daily report

   Choose Reports in the navigation and enter your PIN. You see the orders and expenses of your current shift — from your last Print & Clear until now, or from the start of the day. Overnight shifts are handled correctly.

2. 2

   Step 2: Print the report

   Print the shift report at any time without closing the shift.

3. 3

   Step 3: Print & Clear to close

   Press Print & Clear at the end of your shift. Cafizio prints the report, saves the shift as a Shift Session and resets your shift so the next one starts clean.

4. 4

   Step 4: Admin reports

   The admin Reports page shows revenue, average order value, Net Profit, top products and a 7-day sales trend. Net Profit is sales minus expenses, salaries and delivery fees — Cafizio does not record product purchase costs. Filter by period (today, this week, this month, last month, three or six months, this year) or by cashier.

5. 5

   Step 5: Recent Sales and Shift Sessions

   Recent Sales lists orders and lets admins remove one when needed. Cashier Shift Sessions keeps the history of every closed shift with its sales, expenses and order count.

Keep the money going out next to the money coming in, so your reports tell the whole story.

Who

Cashiers log expenses; admins manage salaries and hours

Where

Expenses in the navigation; Admin panel›Salaries

1. 1

   Step 1: Record an expense

   Open Expenses, add a title (for example Rent or Utilities), an amount, and optionally a category and a note. Expenses can be edited or deleted only within 24 hours of creating them.

2. 2

   Step 2: Organize with categories

   Create your own expense categories under Expense Categories so reports group costs the way you think about them.

3. 3

   Step 3: Record salaries

   Admin panel›Salaries›Add Salary. Choose the employee, the amount and the date. A salary record can be deleted only within 7 days of creating it.

4. 4

   Step 4: Track working hours

   Signing in with a PIN clocks the employee in and signing out clocks them out. Working Hours in the admin panel shows attendance with clock-in and clock-out times and total hours worked.