Closing the day with open tabs still around

Vendion closes the day with a Z-report. Open unpaid tabs can remain after closing; creating the report does not pay or void them.

What is included in Z?

The Z-report’s sales figures use completed paid sales in the reporting period. An open unpaid tab is not included as a completed paid sale. When it is paid later, it belongs to the reporting period containing that payment.

Open tabs therefore need follow-up even though they do not by themselves prevent a Z-report.

Review open tabs

1. Open Tables in the POS and check occupied tables and their tabs.
2. Also review open tabs in the till view and side menu → Parked tabs.
3. Open each unclear tab and check its contents, table and any payment.
4. Take payment if the guest should pay now. If the guest moved, move the tab to the correct table; it still remains open.
5. Void only incorrect or duplicate tabs after checking, with the right reason and any required return ticket.
6. If the guest left without paying, have the responsible manager investigate how to handle the served but unpaid sale. Record what the next shift needs to know.

Always check an uncertain payment result before charging again. Do not start another payment merely because the tab appears open.

Preview and create Z

Open side menu → Skapa X/Z (Create X/Z). The dialog previews sales, VAT, payment methods and the cash drawer. You can print an X-report without closing the day.

The preview does not replace reviewing open tables and tabs. After completing the day’s checks, choose Create Z-report and follow the confirmation.

Vendion normally blocks another Z-report on the same day. If the dialog says Z has already been created, review that report and the next automatic run instead of trying to create another one.

If something is unclear

• A tab continues into the next shift: leave clear information about the guest, contents and who owns the follow-up.
• Printing fails: check whether the report already exists under Admin → Bokföring → Dagsavslut → X/Z-rapporter. A printing failure does not mean the day failed to close.
• The report shows an error or blocking message: follow the message and investigate the affected payment or report before continuing.

A useful closing routine is to review open tabs, payments and cash, then check that the Z-report has been saved.