Work with the cash flow statement, shifts, budgets, and ABC, RFM, Kasavana-Smith and OLAP reports.
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
- Start with the period. Select one establishment, its time zone and the same date boundaries in every report.
- Reconcile money and shifts. In the cash flow statement, open the movement category; on the Shifts tab, check sales, hours and accruals.
- Compare plan and actuals. In the budget, select the required view and open the variance details.
- Explore analytics. Use ABC for item contribution, RFM for guest segments, Kasavana-Smith for the menu, and OLAP for your own combination of measures.
Check the result
Every total drills down to source operations, rerunning with the same filters reproduces the result, and the export reflects the current period and selected establishment.
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.