Check search

Summary

Check Search allows users to locate open and/or closed checks created within the last 90 days. This includes scheduled take-out order checks. (To search for advance orders, use the Advance Orders search on the Location Menu.)

Depending on the state of the check and the day, checks can be reopened, adjusted, reprinted, refunded or just viewed. 

• Open checks: Can open and make adjustments to the open check before payment and finalization
• Closed checks - Current business day: Can be reopened in order to make changes and corrections to the check
• Closed check - Previous business day: Can be reopened (read-only) only to reprint or refund the check
• Scheduled take-out order checks - 
  • Check not sent to the kitchen: Can be reopened and adjusted 
  • Check sent to the kitchen (either via scheduler or manually): The check is now read-only and cannot be adjusted

Operation

To use Check Search:

• Attach to a table
• Swipe to the Location Menu 
• Tap Check Search to open the Check Search screen
  
• Default date/time setting: The search results display checks that have been opened from Start of Day to Now

The search options can be changed to search for a closed check within the last 90 days.

• Click the From or To link to open the date-and-time selector.
• Tap Done, then Search to refresh the search criteria and display the new list. 
• Tap Reset to return to clear all search criteria that has been changed and return to the default setting.

Search criteria 

• Date
  • Tap Check Search. The default search options are from Start of Day to Now.
  • To change the time or date of the search, tap Start of Day. A date/time selector pop-up will open.
    • Today - Change time: With Today selected, select a time range from the list 
    • Date - Change date: Tap Date to launch the calendar and select a new date
  • Tap Search to refresh the search results section. Any check that was created within the search criteria parameters will be displayed.

• Approximate Amount
  • Tap the text field under Approx. Amt. to open the numerical keypad.
  • Enter the approximate amount of the check's balance. Do not include tip into the check's balance. 
  • Tap Search to refresh the search results. Any check that has a balance within $5 of the approximated balance will be displayed.

• Location Number
  • Tap the text field under Location Number to open the numerical keypad.
  • Enter the number of the location that the check was created on.
  • Tap Search to refresh the search results. Any check that was created on that location will be displayed.

• Card
  • Tap the text field under Last 4 Digits on Card to open the numerical keypad.
  • Enter the last four digits of the card that was used to pay the check. 
  • Tap Search to refresh the search results. Any check that was paid for with a matching card will be displayed.

• Owner
  • Tap the blue plus sign to open a list of possible check owners.
  • Tap an owner's name to select it. Multiple owners can be selected at one time to include in the search.
  • Tap Search to refresh the search results. Any check that was created by any owner meeting the search criteria will be displayed.

Filter by Order Types

In addition to searching by specified criteria, the search can be filtered by Order Types to display only specific types of orders, such as closed or delivery orders. This filter can be applied before or after setting other search criteria to help narrow down the search results. 

To filter the check search by order type:

• Tap Order Types and select the desired order types, session types and/or status. 
• Tap Done; tap Search 
  

Filter Check Search Results

The criteria in the left panel of the Check Search window are used to perform a search on the server and return matching search results. These search results can be filtered further to narrow the results and locate a check or checks. 

In general, to filter the check search results by guest identifier, check # or location #:

• Tap in the filter field above the search results and enter the filter criteria.
  
  
  
• After locating the check or checks, tap the check to expand and view. Options to go to the location, reopen the check or print will vary depending on the state of the check. 
  

• Guest identifier 
  • Tap in the Filter by ... field above the search results
  • Enter one or more characters for the Guest Identifier
    
• Check #
  • Tap in the Filter by ... field above the search results
  • Use the numerical keyboard to enter the check number 
    
    
    
• Location #
  • Tap in the Filter by ... field above the search results
  • Use the numerical keyboard to enter the location number 
    

Related Articles

Reopen a Check Video

Adjust tip on a reopened check

Reopen Closed Check