Head Office | Site Master

Created 18 August 2025 • Updated 18 August 2025

Finance

Per sales the configuration of reporting for payments and tips can be managed.

Finance Topics
Navigate to Base Data → Estate Structure → Sales Area Settings → Finance

Settings

The following table outlines each setting and its corresponding functionality.

Setting Description Additional Information
Report Payments & Tips Against

When reporting on payments and tips there are two options that can be selected either

  • Payment Taker - the person who processes a payment

  • Account Holder - the person who is assigned as the owner of the account

Additional functionality can be given to point of sale terminals to allow the transfer of ownership of accounts to other employees

Further settings on account ownership for accounts opened by Tables can be managed in Base Data → Estate Structure → Site Settings → Mobile Ordering → Allow Account Ownership