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The Adjustment Details (After Posting) report shows the final transaction details affecting deposits (payments and refunds) and non-deposits (corrections and transfers). The transaction date and time, user completing the transaction, customer POS ID, customer name, amount, check number/check date (if applicable), and transaction totals are included in the report.
Step 1: Click on Adjustment Details located in After Posting.
Step 2: Establish Adjustment Details - After Posting options. Then, click Ok.
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Step 1: Click on Amount Tendered located in After Posting.
Step 2: Establish Amount Tendered - After Posting options. Then, click Ok.
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Step 2: Establish At-Cost Meals - After Posting options. Then, click Ok.
- Filter by Cafeteria - Select a filter.
- Cafeteria
- Region
- Cluster
- Entire District
- Dates Range (inclusive) - Use the calendars to choose a date range.
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Step 1: Click on Bank Deposit located in After Posting.
Step 2: Establish Bank Deposit options. Then, click Ok.
- Cafeteria - Use the drop-down menu to select a cafeteria.
- Operating Date - Use the calendar to choose an operating date.
- Report Layout - Use the drop-down menu to select a report layout.
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Step 2: Establish Cash Drawer Report - After Posting options. Then, click Ok.
- Cafeteria - Use the drop-down menu to select a cafeteria.
- Operating Date - Use the calendar to choose an operating date.
- Meal Types - Select meals types to include in the report.
- Breakfast
- Lunch
- Snack
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Step 1: Click on Daily Recap located in After Posting.
Step 2: Establish Daily Recap options. Then, click Ok.
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The Double Card Usage report displays customers who had multiple sales during a meal, the serving lines in which transactions occurred, the line user, transaction date, type of purchase, and item description(s). If no double card usages occurred or issues have been cleared prior to posting the operating day, no information will be displayed in the report.
Step 1: Click on Double Card Usage located in After Posting.
Step 2: Establish Double Card Usage - After Posting options. Then, click Ok.
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Step 1: Click on Function Key Sales located in After Posting.
Step 2: Establish Function Key Sales - After Posting options. Then, click Ok.
- Filter by Cafeteria - Select a filter.
- Cafeteria
- Region
- Cluster
- Entire District
- Dates Range (inclusive) - Use the calendars to choose a date range.
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Step 1: Click on Initial Summary located in After Posting.
Step 2: Establish Initial Summary - After Posting options. Then, click Ok.
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Step 2: Establish Line Details - After Posting options. Then, click Ok.
- Cafeteria - Use the drop-down menu to select a cafeteria.
- Operating Date - Use the calendar to choose an operating date.
- Meal Types - Select meals types to include in the report.
- Breakfast
- Lunch
- Snack
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Step 2: Establish Meal Summary - After Posting options. Then, click Ok.
- Filter by Cafeteria - Select a filter.
- Cafeteria
- Region
- Cluster
- Entire District
- Dates Range (inclusive) - Use the calendars to choose a date range.
- Options
- Split Students and Adults
- Include Monetary Figures
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Step 1: Click on Multiple Transactions per Meal located in After Posting.
Step 2: Establish Multiple Transactions per Meal - After Posting options. Then, click Ok.
- Cafeteria - Use the drop-down menu to select a cafeteria.
- Operating Date - Use the calendar to choose an operating date.
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Step 1: Click on Reimbursable Meals Served located in After Posting.
Step 2: Establish Reimbursable Meals Served - After Posting options. Then, click Ok.
- Cafeteria - Use the drop-down menu to select a cafeteria.
- Operating Date - Use the calendar to choose an operating date.
- Meal Type
- Breakfast
- Lunch
- Dinner
- Customer Categories
- Free Student
- Reduced Student
- Paying Student
- Employee (Adult)
- Adult
- Special/Other (Adult)
- Group By
- Price Category
- Grade
- Homeroom
- Sort By
- Student Number
- Name
- Include POS Customer Types
- School Fed by Cafeteria
- Automatic Feeder Rules
- Feeder School
- Feeder Group
- Manual Subscription
- Guest
- None
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Step 1: Click on Void and Edit Comments located in After Posting.
Step 2: Establish Void and Edit Comments - After Posting options. Then, click Ok.
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- Cafeteria
- Region
- Cluster
- Entire District
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