For owners

Accounting and payroll

Check shift pay, rates and commission before paying employees.

Check shift pay, rates and commission before paying employees.

Who this guide is for: owners and managers. Before making changes, make sure the correct establishment is selected.

Before you begin

Sign in to the appropriate workspace and check the establishment name at the top of the page.
Prepare the information you will enter. Payment and integration settings also require the provider's connection details.
If an option is missing, check your plan and your role's permissions.

Setup steps

Open Accounting. Select the pay period and establishment.
Check the shifts. Resolve unclosed shifts or incorrect time intervals before calculating pay.
Review the role's pay terms. The rate, per-shift pay and commission must be up to date.
Calculate the total. Check the breakdown for each employee.

Staff section — Staff section: use the section names as a guide; values in your account may differ.

Check the result

The total is broken down into clear line items, and commission is calculated only on eligible receipts and categories.

Troubleshooting

Refresh the page and select the establishment again. Some data is only shown for the selected establishment.
Check required fields, phone number format, dates and numeric values. Save errors appear on the right below the header.
Do not create a duplicate just because a response is slow. Open the list first and check whether the record has already been created.

Next steps

Management finance and analyticsWork with the cash flow statement, shifts, budgets, and ABC, RFM, Kasavana-Smith and OLAP reports.Finance: sales, write-offs and stocktakesNavigate the consolidated Finance section and find documents by period, type and establishment.Manual sales and write-offsWhen to use a financial document and how to avoid duplicating a transaction already created by an order.Restaurant, ERP and staff reportsChoose the right report, set filters and obtain reproducible results.