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Revenue Allocation Account setup & Report

30
Nov

Revenue allocation Accounts are amounts or portions of revenue that is assigned to a particular recipient. For example employee commissions, Tips, Etc.

Revenue Allocation Account Setup

Creating the Account

To create a Revenue Allocation Account navigate to Settings > Revenue Allocation Accountsand click on New. If you can not find it there, you will need to Edit Menu Entries.

Next, Give the account a Number, Name, and Default Value. Once done click Save.

Assigning the Account

After you will need to apply the account to the proper employee. To do so simply navigate to Employees > Cashiers. Select the desired employee and click Edit. On the bottom right corner of the page, Click on Commission settlement. listed are the Revenu Allocation Accounts. Select the appropriate account and click Save.

Revenue Allocation Account Report

The Revenue Allocation Account Report gives you an overview of your revenue allocation accounts. It has both Net and Gross Revenue for each account.

You can Filter this report according to Organizational Units and Revenue Allocation Accounts and can be adjusted for a specific Date.

Finally, You may extract this report into a PDF or Excel simply by selecting one from the top of the screen.