Skip to main content

Business operations

EPoS Manager: Daily business management and operational procedures.

Overview of Business SheetsA business sheet is a weekly financial summary used to reconcile income and expenditure within the Access EPoS Manager.
Business sheets

Manage your business sheets.


Reopen a closed business sheetProcess for requesting reopening of previously closed business sheets.
Add wastage to the business sheetAdd wastage formulas to business sheet by day of week.
Control user access to prevent data overwrites in business sheetsPrevent business sheet data overwrites with protection parameter.
Business sheet layout is not visible in the location configurationActivate new business sheet layouts for location use.
Forfeited deposit entries in the business sheetTrack forfeited deposit income on business sheet reports.
Access banked figures per location in the business sheetAdd banking tab to track deposited amounts on business sheet.
Business sheet adjustments requiredContact account manager for business sheet customization quotes.
View weather information on the business sheetEnable weather data display on business sheet with location setup.
Upload an image to the business sheet bankingAttach receipt images to business sheet banking entries.
Initiate a business sheet for the current weekStart a new Business Sheet week to ensure accurate tracking of sales, costs, and performance.
Excel formulas on business sheetUnderstanding business sheet formula limitations.
Review business sheets after VAT updateYou can review your business sheets and stock results to ensure VAT changes are correctly reflected in your reports.
Business sheet fails to save dataFix missing sales data in financial reports.
Remove the petty cash entry on the business sheetDelete petty cash transactions from financial records.
Update business sheet with new location templateChange financial reporting templates
Update till float and safe float figures in the Business SheetEdit the till float and safe float values in the Business Sheet to ensure accurate daily cash reporting and reconciliation.
Add email to weekly business sheetManage business sheet report email recipients.
Service charge and tips formula for the business sheetAdd automated tip and service calculations.
Edit your business sheet layoutRequest custom business sheet modifications.
Close a business sheetClosing a business sheet is a crucial step in finalizing transactions and maintaining accurate records.
Find a variance on the business sheetIdentify sources of financial discrepancies.
Close a business sheet with variancesWeekly Business Sheet closure process for financial variances
Configure your business sheet for Eat Out to Help OutAdd government scheme to financial reports