Back Office: Account Balance Report Settings

Back Office: Account Balance Report Settings


Navigation: Sign into the Back Office for your Store. On the left side, click Settings. On the Settings page, under Reports select Account Balance.
     


The Account Balance report settings page contains multiple fields to fill in to appear on the report.

  1. Enter a value in each field (letters and numbers acceptable) for it to appear on the Account Balance report:
    1. Paid Out and CC Tip Reduction
    2. Refund and Deposit
    3. Over/Shortage and Sales Open Items
    4. Combo Discounts and Comp Discounts
    5. Delivery Charge Cost and HA and GC Recharge
    6. Driver Tip and Tip/Gratuity
    7. Promo Discounts and Donation Discounts
    8. Loyalty Discounts


  2. Click Save at the upper-right. The banner â€˜Account Balance Updated Successfully’ appears, confirming that updates were appplied.