User Report

Reports

Michelle

Last Update 8 months ago

  1. User Reports: Includes sales, voids, discounts, tips, receivable amount & settled amount for each User
  • Open User Report: Go to Tools->User Report
    • Gross Sales: Total sales (excluding taxes, including unpaid orders)
    • Voids: Voided amount
    • Discount: Discount amount
    • Net Sales: Net Sales = Total Sales - Discount Amount
    • Tax: Tax amount
    • Tax2: The second type of tax amount (such as liquor tax)
    • Grand Total: Total Amount = Net Sales + Tax Amount + Second Tax Amount
    • Gift Sale: Gift card sales, that is, the amount of money received by selling gift cards
    • Cash Gratuity: The total amount of the pre-added gratuity paid by cash
    • Card Gratuity: The total amount of the pre-added gratuity paid by credit cards
    • Gift Card Gratuity: The total amount of the pre-added gratuity paid by gift cards
    • Card Tips: The total amount of card adjusted tips
    • Total Tips: Tip for all payment methods, credit card pre-added gratuity + cash pre-added gratuity + gift card pre-added gratuity
    • Account Receivable: Account receivables = total amount + total tip
    • Cash, Card, Gift Card, Online-KP, 3rd Party: The amount received by these payment methods
    • Paid: The total amount of the orders paid
    • Account Settlement: Total amount of all orders, receivable amount
    • Paid Tips: Total amount of tips paid to employees
    • Unpaid Tips: Total unpaid tip amount
    • Payout: Total amount of expenditure recorded in the system on the current day
    • House Cash: Current day cash change value = cash amount after business day of the day - cash amount before business on the day = Cash received on the day - tip payment to the employee - other expenses for the day (Payout) - cash box has cash in the morning 

    Things to Check when Closing

    1. Paid Tip is what needs to be paid to user
    2. Print user report of each user if needed
    3. Check each user is clocked out
    4. Account Receivable should match Account Settlement
    5. House Cash should match amount in cash drawer
    6. Card Amount + Gift Card Amount = Total amount in Credit Report   

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