topic Re: Open Items approver? in Back Office & Team

Open Items approver?

nbunda — Thu, 22 Aug 2024 16:13:54 GMT

We require manager approval for Open Items. We need access to see who approved the Open Item, not just the owner of the check that the Open Item appears on. Is there any report showing Open Item approver? I've scoured the reports and can't find such data, but figured I'd ask here!

Re: Open Items approver?

adamj — Thu, 22 Aug 2024 19:55:14 GMT

This is a great idea. But I do not believe so at this time.

You can run a swipe card audit if using those.

Re: Open Items approver?

Sydney042100 — Thu, 22 Aug 2024 20:37:50 GMT

Agreed, this would be awesome to see. Do you happen to use the swipe cards? Maybe it'll appear in the swipe card log? That's the only thing I can think of. I wish there was a manager code "audit" section that was for the code and swipe cards.

Re: Open Items approver?

josh212 — Thu, 22 Aug 2024 21:35:58 GMT

If you have toast support run a check audit you can see who made what changes

Re: Open Items approver?

nbunda — Fri, 23 Aug 2024 12:04:56 GMT

We do use swipe cards but they’re not limited to them, and currently most managers end up using their code on the floor. Been considering forcing the swipe cards, but it would be a big change for them. Thanks for your reply!

Re: Open Items approver?

SpringCity — Sat, 04 Jan 2025 18:39:37 GMT

It's ridiculous that we have to have Toast run any report that we could easily have at our disposal. If I want to audit one of my managers and see everything they are doing with their number; why do I need to contact support for any of that?

Re: Open Items approver?

Rob — Mon, 06 Jan 2025 16:19:14 GMT

You can complete a check audit on your own, but you might need to request permission to access this feature. If you contact support, they can assist you in getting access. The following article serves as a reference for your request if you do not already have access.

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