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  1. MicroSale
  2. Using the Registers
  3. Time Clock, Audits and Cash Drawers

Server/Bartender Audits and Assigning Cash Drawers

  • Updated
An Audit (employee shift report or server report), is a sales report that tracks the individual employee’s sales and activity during a shift.

By default, audits automatically start when the employee clocks in, and no additional action is needed.

A Server Audit is used for each employee who will be taking orders and payments including wait-staff, bartenders, managers, delivery drivers, and possibly hosts.

Opening/Starting an Audit

By default, an audit starts when a server/bartender clocks in and no action is needed. However, if your establishment requires a manager to start an audit for the employee, please follow these steps: 

  1. Select Manager Menu, enter your number and select OK
  2. From the Managers Menu, select Sales Audit
  3. Select an employee
  4. The employee’s audit is now open and ready
  5. When using a table layout;
    1. You will be prompted to assign the employee to a specific floor section. You can change the section at any time using “Change Section” on the table layout

    When a cash drawer is connected to the terminal and an audit is not yet assigned to the cash drawer; A prompt appears, “Do you want to assign a cash drawer?”

  • Select No, if this specific employee will not be using the drawer
  • Select Yes to assign this employee to the cash drawer. Enter the beginning drawer amount when prompted

You can also assign an employee to a cash drawer after the audit has already been started.

  1. Go to the Managers Menu, and select Assign Drawer, and select the employee’s name from the list of open Audits below the terminal name
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  3. Touch the empty box under “Cash Drawer #1”. If you have two drawers on one terminal, you can assign an employee to Cash Drawer #2 as well
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  5. Touch the blue button, Drawer 1 or Drawer 2, to enter the beginning drawer amount
  6. Select Start Drawer
  7. EMPLOYEES SHOULD ALWAYS MANUALLY COUNT THE DRAWER TO ENSURE ACCURACY
  8. The employee assigned to the terminal and cash drawer will appear in the top right corner of the ID screen

 

Applying Tips

  1. Log in with your server number and go to the Server Menu
  2. Select Apply Tip
  3. When prompted, select Done to display a list of all of your closed checks. Or, if you have the credit card slip, you can type in the check number
  4. Touch the field Tip Amount and type in the tip
  5. Press Done when finished
  6. To verify that checks were not forgotten, Press Apply Tip again and press done without typing in a check number, this will show missing tips in RED

 

Unassigning an employee from a cash drawer, without closing the audit

Use the Close Drawer button to un-assign the cash drawer from the employee. This allows an employee to keep their audit open but detaches their audit from the cash drawer. The unassigned employee can continue to place orders and take payments (using server banking) without having to stay at the terminal with the cash drawer. The drawer will no longer open for the employee and the payments collected will not be accounted in the drawer’s balance.

 

Closing an Audit (for a server without a cash drawer)

Credit card tips must be applied before the audit is closed.

A manager can add or edit a tip if necessary: Managers Menu > Credit Card Menu > Select the correct row > Select Gratuity Amount

  1. To close a Server Audit, login from the ID Screen, go to the Server Menu
  2. From the Server Menu, touch Server Report. You will be prompted, “Would you like to close Name’s Audit? Yes or No?” If you select No, the audit will only print
  3. If your access level does not allow you to close an audit, it will only print when you select “Server Report”– your audit will remain open until a manager closes it for you

Closing an Audit (for a bartender with a cash drawer)

Credit card tips must be applied before the audit is closed.

A manager can add or edit a tip if necessary: Managers Menu > Credit Card Menu > Select the correct row > Select Gratuity Amount

  1. To close a Server Audit, login from the ID Screen, go to the Server Menu
  2. From the Server Menu, touch Server Report. You will be prompted, “Would you like to close Name’s Audit? Yes or No?” If you select No, the audit will only print.
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  4. When a cash drawer is attached to the audit, a second prompt will appear to deposit cash collected (cash tickets) to the cash drawer.
  5. Select Yes, to deposit the cash.
    Select No, if you do not need to deposit the cash collected.
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  7. If your access level does not allow you to close an audit, it will only print when you select “Server Report”– your audit will remain open until a manager closes it for you

(Optional) Manager Closing the audit or multiple audits at one time

  1. Select Close All Server Audits from the Server Reports Menu
  2. Select Yes to confirm closing all audits
  3. Select Yes to Print Audit Splits
  4. Confirm the cash deposit by selecting Yes; Select No to enter a different amount (you can edit this total before running the close out if a mistake is made)
  5. If you receive a message that checks are open, you must go back and close all checks before proceeding.

Reprinting a Server or Bartender Audit

Go to Order Screen > Server Menu > Server Reports > Reprint Server Audit

You can reprint a closed server audit from the current day or previous days) After you select your day or date range, “Print to Screen?” prompts.  If you select yes, the audit shows onscreen in the form of a text document. If you select No, the audit prints on the attached receipt printer.

In Version 8 and below, you need to use the other Server Reports to obtain the information such as Server Income, Server Sales Mix and Payment Report.

Reopening a Closed Server or Bartender Audit

Go to the order screen > Server Menu > Server Reports > Reopen Closed Audit

This function allows a manager to reopen a closed server’s audit. This could be because a server accidentally closed an audit or that the server had to go back on the floor.

**Must be on the SAME business day. You cannot reopen an audit after the daily closeout runs.

 

Reading a Server or Bartender Audit

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Optional Print Settings for the audit printout

  • Manager Menu > Register Setup > Terminal Configuration > Register Options > Full Service > Additional Options > The following are options you can enable or disable on the Sales Audit:
    • Server/Bartender department sales prints on audit close
    • Payment types print on audit close