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 ‘Account Balance Updated Successfully’ appears, confirming that updates were appplied.

    • Related Articles

    • Retail Back Office: Account Balance Report Settings

      Navigation: Sign into the Back Office then select a Store. On the left-side Navigation Panel, click Settings. On the Settings page, under Reports click Account Balance. The Account Balance page contains multiple fields to fill in. Enter a value in ...

    • Back Office: Account Balance Report

      Sign into the Back Office and select a Store. On the left-side Navigation Panel, click Reports then Account Balance. The Account Balance page displays the store’s Account Balances. Select a Date (calendar view). Only 1 date can be selected at a time. ...

    • Retail Back Office: Account Balance Report

      Navigation: Sign into the Back Office for your Retail Store, then select Reports > Account Balance The Account Balance page displays the Balances of the Store’s Account on a selected Day. Select a Date (calendar view). Only 1 date can be selected at ...

    • Back Office: Enterprise - Reports

      Sign into the Back Office. On the left-side Navigation Panel, click Enterprise. Then click Enterprise Reports. Under Enterprise Reports are options to access specific reporting Dashboards: Enterprise Reports Sale Report The Sale Report dashboard ...

    • Back Office: Home

      Sign into the Back Office. then select a Store. You should be taken to that store’s Home page. If not, then on the left side navigation, click Home. Tip: Type the name of the Store in the Search bar for quicker Store selection. For every dashboard ...