Summary
On the Reports page, users can select settings for the Daily Sales and Cashout reports.
Configuration
DSR/Cashout settings
| Item | Description when selected |
|---|
| Reset sales totals to 0 when a staff member finalizes a cashout | Requires account feature toggle: 4.4 reset Totals when Staff Finalizes Cashout
This feature requires an account feature toggle to be set in order for this option to display. Please contact your NorthStar representative to have this setting enabled for your account. The site can choose to either display a cumulative sales total for the day for each server or to reset the sales totals to $0 each time the server cashes out. - Selected: When the cashout is finalized, the report will be reset to zero; each report will show the sales totals between the last and the current report
- Not selected: When the cashout is finalized, the printed cashout will reflect the total sales of the user for the entire day.
|
| Deduct charged tips in cash owed when a staff member finalizes a cashout | Requires account feature toggle: Charged tips can be included or excluded from cash
This feature requires an account feature toggle to be set in order for this option to display. Please contact your NorthStar representative to have this setting enabled for your account. When cashout is finalized, charged tips are deducted from cash owed and amount reported on the DSR and cashout reports (Labor Summary) When "Deduct charged tips..." is: - Selected - The tips and gratuities are deducted from the sum of cash refund plus tip share under Labor Summary
Computation:
Cash Payment - Cash Refund + Tip Share - Tips & Gratuities = Cash Owed to House
$35.10 (cash) + .86 (tip share) - 5.89 (tips/grats) = $30.07
- Not selected - The tips and gratuities are not deducted nor added from the sum of cash refund plus tip share under Labor Summary
Computation:
Cash Payment - Cash Refund + Tip Share = Cash Owed to House
$195.04 (cash) + 3.83 (tip share) = $198.87
|
| Display payment listing on the onscreen DSR | Requires account feature toggle: 4.1 Payment Listing on DSR/Cashout
This feature requires an account feature toggle to be set in order for this option to display. Please contact your NorthStar representative to have this setting enabled for your account. Displays a Payment Details section on the DSR, which includes check number, server name, card brand, payment amount, tip amount and total charge. (Payment and tip are hidden from cash payments.)
Onscreen DSR includes a Hide toggle to hide payment details.
|
| Print payment listing on the cashout | Requires account feature toggle: 4.1 Payment Listing on DSR/Cashout
This feature requires an account feature toggle to be set in order for this option to display. Please contact your NorthStar representative to have this setting enabled for your account. Displays a Payment Listing section on the cashout report, which includes check number, server name, card brand, payment amount, tip amount and total charge. (Payment and tip are hidden from cash payments.) 
|
| Do not print reports at EOD | Will not print end-of-day reports after EOD has completed. |
Report sales by: - Sales category
- Reporting category
| Requires account feature toggle: Reporting Categories
This feature requires an account feature toggle to be set in order for this option to display. Please contact your NorthStar representative to have this setting enabled for your account. Sales can be set to report by either sales category or reporting category. To use reporting categories, in ECM, go to Categories, Reporting Categories and associate reporting categories with sales categories for reporting. |
Finalize unfinished transactions to payment type (dropdown list) | Requires account feature toggle: Finalize unfinished transactions to payment type
This feature requires an account feature toggle to be set in order for this option to display. Please contact your NorthStar representative to have this setting enabled for your account. - If this setting is not enabled, open checks are closed with no payment specified and classified as unfinished transactions.
- When this setting is enabled, the site can choose to delay the closure of open checks by one business day and can finalize unfinished transactions to a specified payment type.
- Finalize unfinished transactions to payment type
- Default: None
- Site can select payment type from list for unfinished transactions to be closed to
|
Click:
- Save to save changes and exit page
- Cancel to discard changes and exit page
- Apply to save changes and remain on page