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Completed

Employee sales details including side cc breakdown by visa, mc, amex, etc

Krish 5 years ago in BACKOFFICE / RESTAURANT BACKOFFICE updated by Product Engineering 2 months ago 1

Do you have a report that will give me the sales transactions by employee with a breakdown of side cc by card type with a total quantity and amount at bottom? I have managers who need to reconcile each employee transaction by card type. If there are hundreds of transaction in a day, it's very hard to calculate each cart type for each employee like how many visa transaction did employee A have and what is the amount for Visa for that employee. It's very time consuming. The transaction report is almost there but not very easy to work with without the employee filter.

The ideal report would be the transactions report sort by employee filter added. That way they could pull up only one employee at a time and get total at the bottom. Also it needs to have quantity of card type at the bottom.

You should also allow the top headings like

Check NumberDatePayment NoEmployee NameTender NameCard TypeCard Number
(Last 4-digits)
Auth CodeStatusCC Tip Charge $CC Service Charge $Amount $Tip $

to be sortable by the column I want. For example if I click on card type, it will put all visa together and mastercards together, etc...If I want to sort by amounts or by check number, I would simply click on column header.
Thank you,

Completed

Hi Krish, 

This has been implemented in the sale recap and cashier-out report. They need to enable Card based Service charge in the payment Settings. 

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