Review the day’s sales
Use the register day summary for recorded sales and checks for deposit. Review waiting sales separately.
In this chapter
Open the summary
Open Receipts and press Day summary. Choose This register or Every register. Leave the date blank for today at the store, or choose the date you need.
The summary uses Roadside’s recorded totals and the store’s timezone. Check its date and register scope before comparing it with your paperwork.
Read the amounts
The summary separates cash handed over from change given. Cash taken, after change is different from the amount customers handed you. Refunds and returned-check collections have their own lines.
Expected cash from sales does not include the opening float or a counted drawer. Use the store’s drawer-count procedure for those amounts. This summary does not close the drawer.
Print and export
Press Print summary for a paper copy. Download checks (CSV) saves the checks-for-deposit list as a spreadsheet-readable file. Check that the download arrived and that its date and register scope are correct.
Check waiting sales before reconciling
Review View saved sales in Register settings for sales still waiting for Roadside or needing Manager review. The local day view covers this computer’s saved sales, including waiting items. It is not an extra day’s takings to add to the Roadside summary.
After synchronization, compare the recorded totals again. Keep the original receipt numbers with any unresolved difference.
Something here does not match your screen? Write to support@dirtroadsoftware.com with the name of the screen, what you pressed and what you expected. A picture of the screen helps.