Smarter Week

How to automate it

How to automate “count tills and do end-of-day cash-up paperwork”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

25 min
typically, every day
40%
of the time can be automated
Easy
to set up

Fix 1 of 1

Automation

Let the POS send the end-of-day and sales reports automatically

Your POS already knows sales, payments and labour. Set it to email the daily summary to head office and only count cash by hand.

Typically saves about 60% of the time30 min to set up
  1. 1Find the end-of-day, sales and labour reports in your POS back office.
  2. 2Schedule them to email to you and head office every day.
  3. 3Use the POS cash-up screen so card totals fill in themselves.
  4. 4Ask head office to drop any spreadsheet that repeats these numbers.

Tools: Toast, Square, Lightspeed, Clover or Shopify POS

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Store / shift managerRetail associateHotel front desk / guest services

HourLeak · the 8-minute work audit

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Other common tasks for Store / shift managers