An audit is an employee shift report (also known an Employee Shift Report or X Report), that tracks all sales activity for a specific employee or group of employees (e.g. 3 bartenders tending together and sharing tabs/tips).
for quick service
A Cashier Audit is linked to a specific employee and a specific terminal with a cash drawer attached. If a terminal has two cash drawers attached to it, then it can accommodate two Cashier Audits at the same time, each assigned to a different employee. Cashiers can only ring up sales and collect payments at the terminal where their Audit was assigned and can only access their own cash drawer.
- Audits are typically opened and closed by a manager; however, cashiers can be setup to open and close their own audits.
- Limited Access Roles: Certain roles like cooks or dishwashers, with no need for full POS access, are restricted to the Timeclock function.
- Security Measures: If an employee tries to access the order screen when the POS and cash drawer are already assigned to another individual, they'll be limited to the Timeclock function.
- Manager Access: Regardless of assigned cashiers, managers always have full access to the order screen and other POS functions.
for bars and table service
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. Once a Full Service Server Audit is started, it can be assigned to a cash drawer at a specific terminal for access to the drawer. If a bartender is assigned to a cash drawer, payments collected from any checks closed at any other terminal will still be included on that bartender’s Audit.
- Allowing servers to start their own audit, for manually starting audits (by default, server audits open automatically when the employee clocks in)
- Closing and/or printing a server or bartender audit
- Applying tips
- Editing tips (after the audit is closed)
- How to read the server/bartender audit
- Reprinting the audit
- Reopening a closed audit
for in-house delivery (driver audits)
A Driver Report tracks the total sales, tips, and fees a driver has accumulated during the shift.
Viewing individual audits
The Audit History Report (or Assigned Drawer depending on configuration) is a date range report generating data from closed days (historical sales) that provides a list of audit information on individual employees. The Audit History gives concentrated information on individual employees’ audits. The audit information is also available by solitary day in the Daily Sales Audit.