Employee Z Out Report

Overview:

The Employee Z Out Report gives an end-of-day or end-of-shift summary for the employee currently logged in to foreUP. This report is useful when a staff member or manager needs to review sales, payment totals, tax totals, cash drawer activity, and over/short amounts tied to that employee’s activity.

Unlike the standard Z Out Report, which is commonly used to review total end-of-day activity, the Employee Z Out Report focuses on the logged-in employee. This makes it helpful for individual shift closeout, employee accountability, payment review, and cash reconciliation.

Prerequisites:

• Access to the Reports module.
• Employee permissions to view reports.
• The employee reviewing the report must be logged in to foreUP.
• Sales, payments, tips, taxes, and cash drawer activity must be entered in foreUP for the selected date range.
• If reviewing cash drawer totals, register/cash log activity should be properly recorded.

Why Use the Employee Z Out Report:

The Employee Z Out Report is used to help confirm that an employee’s sales and payments match what was collected during their shift or selected date range.

This report can help answer questions such as:

• How much did this employee process in payments?
• What sales were included in the employee’s Z Out totals?
• How much cash, credit card, or account balance activity was recorded?
• Were any tips recorded?
• Were taxes or partial returns included?
• Does the drawer count match the expected cash amount?
• Is there a cash overage or shortage?

Managers and employees can use the report to review activity before closing a drawer, ending a shift, preparing a cash drop, or investigating a discrepancy.

How to Run the Employee Z Out Report:

1. Navigate to the Reports module.
2. Select Employee Z Out from the report list on the left side of the page.
3. Choose a Date Range.
   1. Available options may include preset ranges, such as Today or Last 7 Days, or a custom date range using the From and To fields.
4. Review the Employee field.
   1. The Employee field displays the employee currently logged in. This report is intended to show the Z Out for that logged-in employee.
5. Select a Terminal.
   1. Use the Terminal dropdown to choose a specific terminal or leave the selection as All to include all applicable terminal activity for the employee.
6. Choose whether to include additional options:
   1. Show Cash Log: Displays cash log or drawer count information, when applicable.
   2. Use Tax Name: Displays tax information using the tax name, when applicable.
7. Click Run.:The report will generate based on the selected filters.

 

Information Provided on the Report:

Once generated, the Employee Z Out Report may include the following sections:

Payments

The Payments section shows the payment methods recorded for the employee during the selected date range.

Common payment rows may include:

• Cash
• Credit Card
• Account Balance Charges
• Other payment types configured in the account

This section may also display:

• Payment amount
• Tip amount
• Drawer count

The Payments section is especially useful for comparing system totals against the actual payment amounts collected by the employee.

 

Sales

The Sales section summarizes sales activity by item or sales description.

This section may show:

• Description
• Item count
• Sales amount

For example, the report may show items such as merchandise, green fees, cart fees, food and beverage items, or other products sold by the employee.

 

Revenue / Non-Revenue

The Revenue / Non-Revenue section separates payment activity into revenue and non-revenue totals.

This helps clarify whether the employee’s payments were tied to revenue-producing sales or non-revenue payment activity.

Taxes / Partial Returns

The Taxes / Partial Returns section shows tax amounts and partial return totals, when applicable.

This section helps identify taxes collected through the employee’s sales activity and any tax impact from partial returns.

 

Summary

The lower portion of the report summarizes the report totals.

This may include:

• Total sales
• Taxes or partial returns
• Total payment amount
• Difference
• Drawer count
• Cash over or cash short
• Check over or check short

This section is useful for identifying whether the employee’s drawer or payment totals balance as expected.

 

When to Use the Employee Z Out Report:

The Employee Z Out Report is most useful at the end of an employee’s shift or at the end of the business day.

Recommended times to run the report include:

• At the end of a cashier’s shift.
• Before closing a cash drawer.
• Before preparing a cash drop.
• When reviewing employee sales activity.
• When investigating a cash shortage or overage.
• When checking credit card, cash, or account balance payment totals.
• During manager review of employee activity.
• As part of a daily closeout or reconciliation process.

For best results, run the report after the employee has completed their sales activity for the period being reviewed.

 

Who Should Use the Employee Z Out Report:

The Employee Z Out Report is useful for:

• Cashiers and front desk staff who need to review their own shift activity.
• Managers and supervisors who review employee closeout totals.
• Accounting or finance staff who need supporting detail for reconciliation.
• Golf shop, restaurant, or operations managers who track staff payment activity.
• Owners or general managers who need visibility into individual employee reporting.

Because the report is specific to the logged-in employee, it is especially helpful when facilities require employees to close out individually.

 

Benefits of Using the Employee Z Out Report:

Using the Employee Z Out Report provides several operational benefits:

• Improves employee accountability by showing activity for the logged-in employee.
• Helps cashiers and managers verify payments before closing a shift.
• Makes it easier to identify cash overages or shortages.
• Supports daily reconciliation by separating payments, sales, taxes, and drawer totals.
• Provides a clear summary of what the employee processed.
• Helps managers investigate discrepancies quickly.
• Gives accounting teams supporting documentation for closeout and reconciliation.
• Creates a repeatable process for employee shift closeout.
• Reduces confusion when multiple employees use the POS throughout the day.

Notes:

• The Employee Z Out Report is based on the employee currently logged in.
• If a manager needs to review activity across all employees, another report, such as the standard Z Out Report, Sales Report, or employee-based sales reporting, may be more appropriate depending on the information needed.
• If totals do not match, review the employee’s sales, payments, cash log, refunds, voids, and credit card activity.
• If credit card totals need to be verified, compare the report totals against payment reconciliation or settlement information.
• For best reporting accuracy, each employee should use their own login and follow the facility’s standard register and shift closeout process.