Closing a shift and the Z-report — Paloma365 Classic (Windows POS)

This article is about Paloma365 Classic, the Windows POS application. Closing the shift is the daily end-of-day operation: the POS checks that all orders are paid, runs cash collection if required, prints the Z-report on the fiscal register, and synchronizes data with your account.

Shift closing steps

The shift is closed from the cash screen with the "Закрыть смену" (Close shift) button.

1. Pay or cancel all open orders. If unpaid orders remain, the POS shows "Нельзя закрыть смену, если есть неоплаченные счета!" (you cannot close the shift with unpaid orders) and asks "Закрыть только фискальную смену, не закрывая смену кассира?" (close only the fiscal shift, keeping the cashier shift open?). Answering no stops the closing: pay or cancel those orders and retry. Answering yes makes the POS print the Z-report on the fiscal register (if the outlet setting "Print Z-report on shift close" is enabled) and close the shift on connected bank terminals, while the cashier shift and the open orders stay — work can continue. Exception: if the "Allow transitioning of orders to a new shift" checkbox is enabled in the POS local settings, the shift closes and the open orders are carried over to the new shift.
2. If delayed fiscalization is enabled and some receipts are not fiscalized yet, the POS warns that after closing they can no longer be fiscalized — fiscalize them first. Use the "Fiscalization" button on the cash screen (visible when delayed fiscalization is on): it asks "Perform bulk fiscalization for ALL bills in active section that require it? If declined, only current bill will be fiscalized" and reports "Fiscalization completed!", "Fiscalization not completed for all bills!" or "Fiscalization failed!".
3. Confirm the "Хотите закрыть смену?" (close the shift?) prompt.
4. Cash collection (if the "Cash out by the end of the shift" checkbox is enabled in the POS local settings): the POS first syncs any pending receipts — refusing the synchronization cancels the shift closing — then opens the "Инкассация денег в кассу" (cash collection) window. Declining the collection also cancels the shift closing.
5. Z-report: if a fiscal register is used and the outlet setting "Print Z-report on shift close" is enabled, the POS prints the Z-report; it closes the fiscal shift on the device. With a Halyk, Forte, Freedom, Alatau or BCC (Bank CenterCredit) bank pinpad connected, the POS also closes the shift on the terminal; on failure it shows "Ошибка при закрытии смены на терминале!" (error closing the shift on the terminal — this message appears in Russian) and asks "Close shift anyway?" — declining cancels the shift closing.
6. Every order must have an employee. If the shift contains orders with no employee assigned, the POS shows "There are bills without employees in current shift!" with the order numbers and stops; the shift stays open. This check runs only after cash collection and the Z-report, so make sure every order has an employee beforehand. To fix it: in the cashier interface open the "All" tab, find the orders without an employee (their cell in the "Table" column is highlighted purple; if "Hide "TABLE"" is enabled in the local settings, that column is not shown), press "Options" → change the employee.
7. If the employee has the final report permission (or enters the report password), the POS prints the final report automatically on the receipt printer, then offers to print reports — on yes, the total report and the sales act (if you have the rights) open in a preview window. Finally it synchronizes data and returns to the login screen. Do not switch the computer off until sync finishes.

Shift note

The cash screen has a "Примечание к смене" (shift note) button — at any time while the shift is open you can type a note (e.g. an explanation for a shortage or handover). It is saved with the current shift and uploaded to the account during synchronization. The POS does not ask for a note during shift closing — enter it before you close.

The cash collection window

• "Касса:" — where the money goes; required.
• "Сумма в кассе:" — cash on hand according to the system, filled in automatically.
• "Инкассировать:" — the amount you actually take out.
• "Отклонение:" (deviation) — system amount minus collected amount; the field is editable — entering a deviation recalculates the collected amount automatically; negative values show in red. Entering more than is on hand triggers a confirmation prompt.

Press "Принять" to post, or "Отмена" to cancel — the shift then stays open.

If a target cashbox and category for the collection are set in the workplace settings in the dashboard, the "Касса:" and category fields come pre-filled and locked (with both set, the "Sum in the cashbox" field is locked too). A posted collection is recorded in the money-documents journal as a "Transfer" document (money moved from the workplace cashbox to the chosen one) and an encashment receipt is printed on the receipt printer.

X-report vs Z-report

• The X-report ("X отчёт" button) is a preview: it prints current shift totals and closes nothing; print it as often as you like.
• The Z-report ("Z отчёт" button) closes the fiscal shift and resets counters. The POS asks for confirmation. Open orders do not block it: the fiscal shift closes while the cashier shift and the orders stay. Normally you never press it yourself — with the outlet setting "Print Z-report on shift close" enabled, it prints automatically during shift closing.

Fiscal shift longer than 24 hours. If a payment fails because the shift on a "ШТРИХ" fiscal register or in the WebKassa or KaspiKassa online register has run for more than 24 hours, the POS offers "Смена на ФР превысила 24 часа. Снять отчёт с гашением (Z-отчёт)?" (the fiscal shift exceeded 24 hours — take the Z-report?). On yes it takes the Z-report at once and reports "Z-отчёт снят, фискальная смена закрыта. Можно повторить оплату." (Z-report taken, fiscal shift closed, you can retry the payment) — pay the order again. The offer is shown only to an employee with the X/Z-report right; others see the usual payment error — call a senior cashier or administrator.

If the buttons are greyed out: both work only with a fiscal register or an online cash register (WebKassa etc.) configured. The Z-report button is additionally active only for the "ШТРИХ" fiscal register type and for online registers — with other register types it stays grey and the Z-report is taken during shift closing or on the device itself.

Common problems

• "Невозможно выполнить перенос счетов" (unable to move orders into the new shift) — while closing a shift the POS moves unclosed orders into the next one and could not. The shift stays open: close or pay the open orders and try again.
• "Не удалось закрепить сотрудника" (unable to assign the employee) — the POS offered to assign an employee to an order that has none, and the write failed. Retry; if it persists, message us here without closing the program.
• "Ошибка печати Z-Отчета" (Z-report printing error) — check the fiscal register is on, connected, and has paper. You may close the shift anyway, but the fiscal shift stays open on the device; fix it or message us here — a specialist will join.
• "There are bills without employees in current shift!" — some orders have no assigned employee (the POS lists their numbers). Open the "All" tab, find the orders with a purple "Table" cell and assign an employee via "Options".
• Error closing the shift on the bank terminal (message "Ошибка при закрытии смены на терминале!", shown in Russian) — the Halyk, Forte, Freedom, Alatau or BCC pinpad could not close its shift. Check the terminal connection and retry; answering "Close shift anyway?" with yes closes the POS shift without the bank shift — then close it on the terminal separately.
• "Смена уже закрыта" — the shift was already closed; open a new one to continue.

FAQ

Is cash collection mandatory?

If the "Cash out by the end of the shift" checkbox is enabled in the POS local settings — yes; declining cancels the shift closing. Otherwise the step is skipped.

What does "deviation" mean?

The difference between the cash the system expects and the amount you collect. A red value means you entered more than the system shows — recount the cash.