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Back Office & Team
Destination to discuss Payroll, Scheduling, Toast Integrations, Reporting + Analytics and beyond.
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Forum Posts

Received incomplete 1099-K

Hi all, We received a 1099-K with Toast last week, which only showed processing amounts from June to December of last year- all blanks for the first half of the year. I emailed the support email listed on the tax document, and was told " You may have...

balancing my end of day numbers

Brand new to toast and having  a hard time balancing my end of day numbers.  I need to know which numbers are important when figuring my balance for the day.  and how did the system derive these numbers.  Depending on which numbers i look at ie. shif...

Toast reporting with Restaurant 365

I have 3 restaurants using Toast. We use Restaurant 365 for our accounting and most operational reports. The "Dining Options" in Toast are creating issues with the R365 reports.  365 claims it's a Toast issue, but I think the issue lies more with 365...

Weekly Sales View

Is there a  way to view weekly sales by period, quarter or year?  I can see that I can view one week at at time but no option to view weekly sales trends over a period of time. Thanks Chris 

Report Printing

Does anyone have suggestions, work arounds for printing reports.  I came over to Toast a little over a year ago and very disappointed with the lack of PDF printing for reports.I am not an excel programmer and don't have time to rework reports every t...

Report: Monthly Revenu by Revenue Center

Hi - I am trying to view sales, month by month, for a specific revenue center (in this case it's for a seperate space that we have operated as an all day cafe within our larger space. I can't seem to find a way to see the sales over time for this spe...

Seeking Better a Dashboard

Hi all! I'm seeking a more advanced and customizable dashboard vs. the stock homescreen provided by Toast. Ideally, I would like to set a web browser or app to auto-refresh every "x" minutes, etc. w/ sales, food costs, labor costs, etc. info. Has any...

Gift Card Comp Payment Option

Does anyone know how to1. Pull a report for when gift card comp payment option is used and the details of that transaction?2.  There is the option to require manager approval that doesn't seem to work on my end as far as requiring a manager's code wh...

Resolved! Export POS Access Codes

Hi Everyone,Not sure if its possible.  We are looking to standardize the POS Access Codes for our employees.  We are trying to run a report that shows employees and their codes to see who is using the new standard to see who else needs to be changed ...

Sorry! Something Went Wrong ... Payroll Error

Is/has anyone else gotten/getting this message in Toast Payroll?  I'm trying to run my first payroll ever & I'm getting an error that says "Before processing payroll(s) in a new calendar year, the previous calendar year must be closed. This happens a...

Quickbooks Integrations

We have been using a 3rd party called UT&I to pull our information and then we download the information and upload into QuickBooks, does anyone else have service that they use to make the accounting process easier?