Reports

Print Signatures & Fingerprints

From the Manager Screen, choose “Accounting” and then “Payments.” Choose the desired dates (From date → To Date) and then press “Load Invoices.” Locate the invoice you want to print the signature for, and press “Print Signature” or “Print Fingerprint”.

Viewing Location Reports

From the manager’s screen, choose “Location.” Choose “Reports.” Select date range. Click on “Load.”

View or Edit Employees’ Work Hours

From the Manager screen choose “Users.” Choose “Reports.” Next to “Selected User,” choose an employee name. Choose your date range. Click on the “Load” icon. .   To Add or Edit an Employee’s hours, follow the directions below: First click the “Add a Day” button. Next choose the Date, number of hours, and location. Then click the “Add” button.  You will see the information added to the “Hours and Hourly Salary by Day” box. Now click “Add Check in/out.” Now enter in either a Clock In Time, Clock Out Time, or both depending on your needs. Then click “Add.” Be Read more

Store Credits and Gift Card Management

From the Manager Screen choose “Accounting.” Choose “Store Credit.” Select a desired date range. Click “Reload.”

View Employees’ Breaks

You have two options: Option 1 From the Manager screen, choose “Users” and then “Reports.” Select the employee, choose the desired dates (From Date → To Date) and click the “Load” icon. From the optional tabs, click “Hours.” Edit existing hours or to add a new day, click the “Add a day” link and enter in the hours. Option 2 Either from the Manager screen or from the Sales screen choose “The Real-Time Dashboard.” Choose the region (or check-mark “Show All Regions”) and choose the desired date. You can see all employees checked in, under “Who is at work” (You Read more

View Employees’ Average Sales

From the Manager screen, choose “Users” and then “Reports.” Choose the employee, desired dates (From date → To Date) and then click the “Load” icon. You will then be able to see average daily sales for the specific date range.

Viewing the Inventory Change Log

From the Manager Screen select “Inventory.” Select “View Changes.” Select date range. Click “Reload.” Green = Items added to the inventory Pink = Items subtracted from the inventory Yellow = Changes to the Storage inventory

Managing My Company’s Expenses

There are 2 main ways to manage expenses in your Expenses report. Adding a one time expense and/or Adding Recurring expenses From the Manager screen, choose “Accounting” and then “Expenses.” Choose the desired dates (From date → To Date) and then press the refresh icon to load expenses. Click the link which says “Edit Available Categories.” Then enter a new category name and press “Save” (i.e. Mall Rent, Car Rental, etc.).   Adding a One Time Expense Fill in the fields to record your expense, then click “Save Changes.”   Adding a Recurring Expense Now, click on the button “Add a Read more

Viewing All Income

From the Manager Screen choose “Accounting.” Choose “Profit Loss Report.” Select desired date range. Click “Reload.”

View Hourly Average Sales

From the Manager Screen, choose “Users” and then “Reports.” Choose the employee and desired dates (From date → To Date) and then press “Load.” From the optional tabs choose “Hours.” You will then be able to see total hours at work as well as average sales per hour.