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Initiate a business sheet for the current week

Start a new Business Sheet week to ensure accurate tracking of sales, costs, and performance.

Jon Lee avatar
Written by Jon Lee
Updated over 2 months ago

To begin tracking your weekly performance, you will need to open a Business Sheet week in EPOS Manager. This allows you to monitor sales and reconcile expected versus actual takings.

Follow the steps below to get started:

  1. In EPOS Manager, navigate to Daily Sales and click on the Business Sheets link.

  2. Double-click on the location you wish to view.

  3. Select the relevant week from the list.

  4. The Business Sheet will open as a sales sheet.

  5. To reconcile expected card and cash figures, the Business Sheet uses the actual takings reported in the Cash Declaration.

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