Close the Day in 5 Minutes with This Routine
A 5-step end-of-day closing routine for AskBiz POS — reconcile cash, confirm M-Pesa totals, check session discrepancies, and close all cashier shifts cleanly every night.
Key Takeaways
- AskBiz generates a cashier session report the moment a shift is closed — no manual tallying needed.
- Close the till in the exact sequence: count cash → close session → compare to AskBiz expected total.
- Any discrepancy is highlighted automatically in red in the session report — no spreadsheet required.
- M-Pesa totals reconcile automatically via the Integrations connection — only cash needs manual counting.
Why end-of-day takes longer than it should
The typical end-of-day problem isn't counting the cash — it's reconciling it. If a cashier applies a discount that isn't in the system, or processes a return after the session report was run, the numbers don't match and the manager spends 30 minutes tracking the discrepancy. AskBiz eliminates this by keeping a live running total of every transaction in the session, which the manager can compare against physical cash in under 5 minutes.
Step 1 — Have the cashier count cash before closing the session
Before the cashier touches anything in AskBiz, count the physical cash in the till. Write the total on a slip of paper. This is important — if you close the session in AskBiz first, you risk reconciling against a figure you can't verify. The sequence matters: count first, then close.
Step 2 — Close the cashier session in AskBiz
At pos.askbiz.co, the cashier taps their profile icon and selects 'Close Session'. AskBiz generates the session report instantly showing: Total sales, Cash sales, M-Pesa sales, discounts applied, refunds, and Expected cash in till (Opening float + Cash sales - Cash refunds). This appears on screen within 2 seconds.
Free — no card needed
See this in action for your business
AskBiz tracks these metrics automatically — just connect your data and start asking questions.
Start for free →Step 3 — Compare the AskBiz expected total to your counted cash
Take the slip of paper with your counted cash total and compare it to the 'Expected cash' figure in AskBiz. If they match exactly, the till is clean — close and bank. If there's a discrepancy, AskBiz highlights it in the session report. Check the Audit log (Operations > Audit) sorted by today's date — any unrecorded transaction, void, or manual override will appear here and explain the gap.
Step 4 — Confirm M-Pesa totals via Integrations
M-Pesa totals don't need manual counting — AskBiz reconciles them automatically via the connected M-Pesa integration. Go to Operations > Integrations to verify the M-Pesa connection is active. The M-Pesa total in the session report matches your Safaricom till statement exactly. If there's a discrepancy, it usually means a payment was confirmed on M-Pesa but not acknowledged at the AskBiz till — check for pending transactions in the Audit log.
Step 5 — Review and lock the session in Operations > Staff
Once confirmed, go to Operations > Staff and verify the cashier's session shows as 'Closed' with the correct timestamp. If a cashier failed to close their session before leaving, a manager can close it remotely from this view. Set a rule: no one leaves the premises until their AskBiz session is closed and confirmed by a manager. This 5-minute discipline eliminates month-end reconciliation surprises.