Mastering End of Day Settings

Introduction

At the end of each business day, it's important to carry out certain tasks to ensure accurate record-keeping and a smooth transition for the upcoming day. The end-of-day procedures involve summarizing activities and generating reports that provide valuable insights into your business operations. This article will guide you through the steps of performing end-of-day tasks and utilizing the generated reports effectively.

Understanding End-of-Day Activities:

The end of the day marks a crucial time to capture the current status of checks and employee activities. It involves summarizing all ongoing data and resetting cash drawers to facilitate proper end-of-day management. By performing these tasks, you ensure that your business starts the next day with accurate information and a fresh slate.

Table of Contents

End-of-Day Report Highlights
End-of-Day Checklist

End-of-Day Report Highlights

The end-of-day report consolidates essential information for your business analysis. The report provides a summary of the following key metrics:



Total Number of Labor Hours: This metric accounts for the total number of hours worked by employees during the day. It gives you an overview of labor distribution and helps with workforce management.

Total Number of Orders Today: This figure indicates the overall number of orders received throughout the day. Tracking this data offers insights into the demand patterns and helps with inventory planning.

Today’s Sales: The "Today’s Sales" section reveals the total monetary value of sales made during the day. It's a crucial metric for understanding the financial performance of your business.

End-of-Day Checklist

Follow these steps to complete your end-of-day tasks effectively:



Unpaid Checks: Before closing, ensure all transactions are settled. Unpaid checks can lead to discrepancies in financial records, impacting daily reconciliation.

Open Checks: Verify any open checks. Address these to avoid errors in reporting and accounting. Finalizing all checks ensures accurate end-of-day reports


Clock-in Employees: Check employees who are currently clocked in. Confirm their end-of-day procedures are completed, ensuring accurate labor tracking and proper payroll management.


Cash Register Activity: Review the recorded cash register activities. Confirm that all transactions are accounted for, and that the register balances correctly with total sales.


Finalizing the Day




Once all tasks are complete, select "Close Restaurant" to secure the location for the next business day. Ensuring these end-of-day tasks are consistently managed will help streamline operations, improve financial accuracy, and set the stage for a successful upcoming shift.


What you can do:

One of the convenient features our system offers is the ability to set an end-of-day (EOD) reminder. This optional function helps you remember to initiate your EOD procedures on time.



Automatic run end-of-day tasks – this will automatically run the EOD task to close out open paid and canceled orders and clock out employees. Set a time to run the task. The device is set to automatically run end of the day 20 minutes after the EOD reminder.



Enable automatic run on the following task:
Clock out employees – if enabled it will automatically clock out employees that are still clocked in.
Close drawer – it will automatically close the drawer within the set time if enabled.
Print EOD receipt report – the receipt report will be printed automatically within the set time to run the automatic task. Toggle off to disable Auto-print EDO receipt report.
Close paid orders – the device will automatically close all paid orders if enabled.
Cancel unpaid tickets – the device will cancel all unpaid tickets during the automatic run of the EOD report.




Add user to send daily operation report.



Note: You can only add verified users/employees.


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Updated on: 10/13/2024