Closing the shift and the Z-report — Paloma POS 2

This article is about Paloma POS 2 — the new Paloma register app (a touch interface on a tablet, POS terminal, or Windows device). If you are not sure which product you have, start with «How to tell you have Paloma POS 2». Closing the shift is the end-of-day operation: the register checks that every check is paid and fiscalized, prints the Z-report, and ends the shift. Until the shift is closed, the day does not count as finished.

Overview

Closing a shift in Paloma POS 2 is a two-step wizard: «Pre-checks» → «Confirmation». The register itself finds what blocks the close (open and unfiscalized checks, open tables) and tells you what to fix. There is no manual drawer-count step inside the wizard — the cash figure comes from the report, and cash movements are recorded with «Cash In/Out».

Where to open it:

• Register menu screen → reports tile → «Close shift (Z-report)».
• The «Shifts» section → «Fiscal close (Z-report)» (in the US — also «Close batch»).
• You can reopen a shift with «Open Shift» on the same screen (see «PIN login and opening a shift»).

The wizard screen is titled «Close Shift». The report for the current or closed shift is the «Final Report».

Step 1. Resolve the checks first

On the «Pre-checks» step the register lists blockers — checks and tables you must close. Possible lines:

• «… unpaid order» / «… partially paid check» — pay or void these checks.
• «… open table» — walk the floor and close guest tables before closing the shift.
• «… unfiscalized check» — paid checks not yet sent to the fiscal service.

The «Resolve» button opens the order list straight on the «Open» tab so you can finish the outstanding checks quickly. Fully unpaid open checks carry over to the next shift — the register warns «… open check will carry over to the next shift». Partially paid checks do not carry over and must be closed now.

Besides the blockers, this step also shows money-discrepancy warnings. The «Possible duplicate payment» warning appears when a check was paid on more than one device — including when a payment discrepancy was recorded while several registers worked on the same check together. The register lists such checks and advises: «Verify the cash drawer before closing the shift.» The warning does not block the close, but when it appears, reconcile against the reports (for example the «Final Report») before closing the shift.

When everything is clear the register shows «No blockers — ready to close.» Tap «Next» to reach the «Confirmation» step.

Step 2. Fiscalize the remaining checks

If the shift still has paid but unfiscalized checks, send them to the fiscal service before closing. Two ways:

• On the pre-checks step — the bulk fiscalize button.
• In the order list — the «Fiscalize checks» button in the header.

Both open the «Fiscalization retry» dialog. In it:

• «Fiscalize all» — sends every unfiscalized check at once.
• Each check has a per-row retry action.
• «Skip remaining» — closes the dialog, leaving the rest as they are.

When everything is sent, the register shows «All today's orders are fiscalized.» The dialog only lists debt from the current shift.

Step 3. Confirm and close the shift

On the «Confirmation» step the register shows the shift summary: «Total», «Cash», «Card», «Reversals». Tap «Close Shift» — you will see a closing status and then «Shift closed.»

If Z-report printing is enabled, the register prints it automatically: «Shift closed, Z-report printed.» After the close, a shift result screen opens with the opened, closed, and generated-at times. Fiscal Z printing is configured beforehand under Settings → receipt → the «Shift close» section.

Step 4. The Final Report: X and Z

Paloma POS 2 has two shift reports:

• «Final Report» (the X-report) — read-only: it shows totals for the open shift and for an already-closed shift and closes nothing. An open shift shows «Open», a closed one shows «Closed». The report screen pins «Print»; PDF export, «Cash In/Out», and «Copy to clipboard» live in the header menu.
• «Z-Report» — the fiscal closing document printed at shift close; it closes the fiscal shift.

The «Cash drawer» block in the report shows drawer-in, drawer-out, and net. To record a cash-in or cash-out during the shift, use «Cash In/Out».

Step 5. Closing the card batch (US)

If card payments run through the built-in terminal, close the batch at end of day. The «Shifts» section → «Close batch», or the «Close-batch history» screen with the «Close batch» button.

The register asks «Close batch?» and shows the day's total — order count, sales, and tips. After settlement: «Batch closed.» History for this register is under «Close-batch history».

Step 6. Shift handover (without closing)

If the cashier changes but the shift should stay open, record a handover. When the active employee changes, the register shows a «Hand over shift?» banner with «Record handover». The wizard is titled «Handover Shift» and includes a cash count with an expected amount, a variance, the incoming cashier's PIN, and a «Confirm handover» button. A variance requires a comment.

Common problems

• "Не удалось распечатать Z-отчёт." / "Не удалось напечатать итоги смены" — the shift is closed, only the report did not print: print it again from the shift history.
• "Не удалось подтвердить состояние смены на сервере" — the app could not reconcile the shift with the cloud; check the connection.
• "Фискальное закрытие не удалось." — the POS shift is closed, the fiscal one is not. Fix the fiscal device and close the fiscal shift: see Fiscalization.
• "Смена закрыта; ошибка отправки Z на фискальник." — same thing: the shift closed, the Z report did not reach the device.
• "Последняя ошибка: {reason}. Либо исправьте принтер и повторите, либо закройте без печати" — printing the report on close is required by a setting; either fix the printer or close without printing deliberately.
• "Не удалось загрузить историю закрытий: {error}" — the list of past closes did not open; the shift itself is unaffected.
• «Resolve open or unfiscalized checks before closing the shift.» — blockers remain on the pre-checks step. Tap «Resolve», close the open checks, fiscalize the rest, then retry.
• «Failed to close the shift.» — the close did not go through. Check the connection and retry; if it persists, message us here — a specialist will join.
• «The shift was closed remotely.» / «Shift already closed» — the shift was already closed on another device. Open the «Final Report» or start a new shift.
• «Enter the employee PIN before closing the shift.» — sign in with your PIN and retry.
• «Shift closed, Z-report printed.» did not appear («Shift closed but Z-report not printed.») — the shift closed but printing failed. Check the printer and print the Z-report from the «Final Report».
• «Terminal did not respond» — during batch close, the card terminal did not confirm settlement in time. Reconcile against the terminal's own report before retrying.

FAQ

Do I count the cash in the drawer during the close?

The close wizard has no drawer-count field — only pre-checks and confirmation. Cash figures appear in the «Cash drawer» block of the Final Report, and cash-ins and cash-outs are recorded with «Cash In/Out». A count with an expected amount and variance is part of the «Handover Shift» flow.

How does the Final Report differ from the Z-report?

The «Final Report» is read-only — totals for an open or closed shift, closing nothing, viewable any number of times. The Z-report is the fiscal closing document printed at shift close; it closes the fiscal shift.

What do I do with unfiscalized checks before closing?

Open the «Fiscalization retry» dialog («Fiscalize checks» in the order list or on the pre-checks step) and tap «Fiscalize all», or send the checks one at a time. See «Voiding and fiscalizing checks».

Do open checks carry over to the next shift?

Fully unpaid open checks carry over — the register shows a carry-over notice. Partially paid checks do not carry over and must be closed before the shift close.

Another cashier closed the shift — how do I see the totals?

Open the «Final Report»: a closed shift shows the «Closed» status and the open/close times. Refunds on a closed shift work as usual — see «Refunds».