Managers End of Day Reporting

 Access from Point of Sale Terminal ToolBar - Daily Reporting

Daily Reporting clears out the sales at the end of the day. It also batches out the credit card sales to the processing company. It is important to do this function daily to ensure tips and credit cards are processed.

Using the closing features: Both the X And the Z Report print out the same data. The report prints out with the hourly totals, server totals, cashier totals, order type totals, tender totals and tax totals. There are additional reporting options that may print out set by upper management.

The payment totals will show the tip and the amount paid for the orders. It is important to realize that if credit card tips are paid out in cash from the daily sales the credit card tip total must be added back to the cash in hand so that there is not a negative balance.

1. Make sure all cashiers and servers have closed their shifts and all tips are entered. Refer to daily operations for more information.
2. Review the open orders screen to ensure there are no open orders.
3. Make sure that there is paper in the printer.
4. The default printer is selected for the report, if a different printer is desired, select it from the printer list.
5. Press the Print Z Report button. If there are any messages there are options to ignore, such as servers have not been closed, and there are open orders.