X-Report vs. Z-Report – The Difference

X shows the current position; Z closes the period

An X-report shows sales so far in the open reporting period. A Z-report closes the day and stores the completed period. Use X when you want to check the position without closing the day.

An X-report does not replace the Z-report required for every sales day on which the cash register is used. Skatteverket's cash register guidance.

Generate an X-report

1. Open Admin → Bokföring → Dagsavslut → X/Z-rapporter.
2. Click Ta ut X-rapport.
3. The report appears in admin chat. Review sales, VAT, payments and the other report details.
4. Continue using the POS when reconciliation is complete.

You need permission to generate X-reports. The report does not reset the reporting period or sequence number and does not create an accounting voucher.

X is useful before shift change. Cash counting is a separate action where you count the physical drawer; a sales report does not automatically know about a missing coin or unrecorded deposit.

Generate a Z-report

On the same page, select Gör Dagsavslut (Z-rapport) when the day's reporting period should close. Then check the saved report in history and the accounting records under Verifikat & export → Verifikat.

The report can contain a main report and per-register appendices. Use the main report's accounting records to avoid posting the same sales again from the appendices.

Vendion normally handles one daily close per restaurant and day. If you are told the report already exists, open history. Use X for extra checks during the day rather than planning several shift Z-reports without a supported process.

Example daily routine

• Opening: record the float through Växelkassa in the POS menu.
• After lunch: request X if you want to check sales and payments.
• Shift change: use Räkna kassa for a control count, or Stäng pass to close the cash shift. Shift close is separate from a Z-report.
• End of day: check payments, count cash and generate Z using the restaurant's process.
• After close: check that report and voucher exist and any Fortnox transfer succeeded.

Drawer contents depend on float, cash sales, deposits, withdrawals and cash back. Do not compare the whole drawer directly with only the day's cash sales.

Automatic Z

Under Bokföring → Dagsavslut → Automatisk Z, select activation, time and weekdays. Check Dagar utan försäljning and schedule around actual closing. Open, unpaid bills are not included as completed sales.

If an automatic close is missing, review history and errors before trying a manual close. If the report exists but export failed, download from the existing report.

Common questions

Can I use X for accounting instead of Z?

Use the Z-report and its voucher for the completed daily flow. X helps with reconciliation but does not replace daily close.

Can I undo a daily close?

There is no ordinary undo or delete action for a saved Z-report. Investigate using the existing report and follow the correction process with the person responsible for accounting.

What if I forgot daily close?

Check the period in the next report and inform the bookkeeper. Do not attempt a backdated report or change previous receipts. Configure automatic Z to support your daily routine.

How do I obtain older reports?

Open Z-history under X/Z-rapporter and select the report. PDF and SIE records are available there. Use Dagsavslut → Periodrapport for several days.