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System StatusDaily Closing report
Table of Contents
Resubmit the Daily Closing Report to Xero
Learn how to manually submit the Daily Closing Report on the Merchant Portal.
Note: This article only discusses how to resend the Daily Closing Report. For information on how to configure Daily Closing Report settings, refer to Manage System Preferences (Full Service, Quick Serve, Food Court).
The Daily Closing Report, generated after performing the End of Day, provides a comprehensive breakdown of all transactions and sales processed in all Eats365 POS terminals, modules, and third-party integrations.
If you have Xero integrated with your Eats365 system, the Daily Closing Report is submitted to the Xero system automatically. If needed, you can manually resubmit the Daily Closing Report to Xero's system through the Merchant Portal.
Tip: You can view your Daily Closing Report even before performing End of Day. However, the report only shows the transactions at the time of checking.
Important: (Food Court restaurants)
- The Daily Closing Report includes reporting data for all vendors under the Food Court restaurant. In the POS, this option is only visible to the central cashier.
- The Daily Closing Report may include reporting data of all vendors under the Food Court restaurant. To generate the report for a specific vendor, make sure to select the appropriate vendor in the "Vendor" selector.
- If a vendor has a Merchant Portal account, they can access their individual Daily Closing Report.
Manually submit the Daily Closing Report to Xero
To initiate the resubmission of the Daily Closing Report to Xero, follow the steps below:
- Log in to the Merchant Portal.
- On the left panel, click on Reporting
Daily Closing Report. - Select the date range that you wish to include in the report. If you chose custom, specify the Date Range.
Tip: You may also choose from the previous daily closing reports. To do this, click on the drop-down list next to “Time Period,” then select a report. - If you have a Specific Period set up and would like to include just that period in the report, select the specific period that you’d like to include.
- To retrieve the records, click on Submit.
- From the report result, click on the Action drop-down menu and select Resubmit Xero Data.
- Click on Submit to confirm.
