For owners

Finance: sales, write-offs and stocktakes

Navigate the consolidated Finance section and find documents by period, type and establishment.

Navigate the consolidated Finance section and find documents by period, type and establishment.

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 Finance. Select the relevant tab.
Set the filters. Choose the period, establishment, status and document type.
Open a record. Check the reason, items and person who created the transaction.
Reconcile the totals. Match sales to orders and write-offs to inventory history.

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

Check the result

Totals for the same period agree across tabs, and every document has a date, number and source.

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

Manual sales and write-offsWhen to use a financial document and how to avoid duplicating a transaction already created by an order.Accounting and payrollCheck shift pay, rates and commission before paying employees.Restaurant, ERP and staff reportsChoose the right report, set filters and obtain reproducible results.Management finance and analyticsWork with the cash flow statement, shifts, budgets, and ABC, RFM, Kasavana-Smith and OLAP reports.