Close your day and reconcile sales
Use the end-of-day workflow to compare recorded sales with actual takings and capture exceptions while they are fresh.
Updated July 2026 · Open to everyone
Video walkthrough coming soon
The complete written walkthrough is available below. This space is ready for the Compazz how-to video as soon as the recording is published.
Use a consistent cutoff
Choose a predictable time when the trading day is complete. Make one person responsible for the close and pause late changes until the report is finished.
Reconcile each payment method
Compare cash and non-cash takings separately. A correct combined total can still hide an issue within one payment method.
Review exceptions
Pay particular attention to activity that can explain a difference.
- Refunds and returns
- Cancelled or corrected sales
- Unusual discounts
- Cash overages or shortages
Leave a useful handover
Give each unresolved difference a short note, an owner, and a time for follow-up. A same-day explanation is far more useful than an unexplained number discovered later.
Compazz tip
A short checklist repeated every day is more dependable than a complicated close used inconsistently.
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