yesterday
Does anyone know how to find a report that shows adjustments made to House Accounts? I know I can look in each individual House Account, but that is too time consuming. We are a tech college and we have multiple House Accounts for departments so they can charge. Then at the end of each month we adjust their accounts to zero in Toast and transfer the balances to our fiscal system so the charges can be recorded. We need to be able to reconcile from Toast to our fiscal system and a report showing each House Account and the adjustments would be very helpful.
12 hours ago
Thanks for reaching out to the community! Unfortunately, the only way is to click into each house account to view the adjustments.
However, you might try asking Toast IQ to show all the adjustments made during a given period. Another option is too do the following:
9 hours ago
Thanks, Rob. The adjustments are all going to be made in back office and not at the POS terminal. Can we take payment on accounts in back office?