tip amounts shown on the payments report

Answered

Mike Loubardeas

June 01, 2021 20:48

Hi there,

I have a few questions related to tip data, similar to this thread (/labor/v1/timeEntries and Tip data) but not directly related to the same issue.

1. Does the Payments Report always include all receipts (& tips associated with those receipts) for a day, or are there certain conditions or settings that would cause receipts to be excluded or filtered from that report?  For context, we have been using the Payments Report as the source of truth to compare receipt and tip data to, to ensure we have the correct totals.  If this report is not suitable for this purpose please advise. 
   
   
2. In one clients account I noticed that an order that was placed on May 15th, but did not get 'paid' until 12:18am May 16th.  It showed up under the Payments Report for May 16th(but not on the 15th). 
   2a) For the above example, is this reporting treatment unique to the Payments Report, or do you consider that receipt to be part of the sales on the 16th? From our perspective the order was taken during the shift on the 15th and the tips associated with that receipt are counted on May 15th (we use a rollover time of 5am).   
   2b) Is day rollover time configurable in Toast, or is 12:00am used as a standard?
   
   Thanks!  

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  Liz Jackson

  June 02, 2021 23:32 Edited

  Hi Mike,

  We'll look into question #1 and get back to you!

  Regarding question #2, the closeout hour is configurable per restaurant location in Toast and is exposed in the restaurants API (`closeoutHour` JSON value). The closeout hour defaults to 4am local time, but restaurants can choose to override this value. The closeout hour governs the business day cutoff. For example, if a bar's closeout hour is 4am local time and a guest orders a drink at 1am local time on June 2nd (i.e. after midnight), the sale will be attributed to June 1st.

  You may get some good information in our new reporting integration how-to guide  about how we advise partners to build reporting integrations.

  More info to come about question #1.

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  Mike Loubardeas

  June 03, 2021 15:02

  Thanks Liz, that is super helpful.  Just to clarify further from your example; if the bar's closeout hour is 4am local time and a guest orders a drink at 1am local time on June 2nd, but the order isn't marked paid until 5am is the sale still attributed to June 1st?

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  Liz Jackson

  June 07, 2021 15:34

  Hi Mike,

  To address question #1, all checks are included in the payments section of the sales summary report. The "do not include hours and pay" setting is meant to exclude managers from tip pooling functionality, but should not affect sales reports.

  To answer your later question, if a bar's closeout is 4am, a guest orders something at 3am on June 2nd (before closeout), and they pay on June 2nd at 5am (after closeout), the businessDate on the order will be June 1st (20210601 when formatted). The businessDate populates based on order creation timing rather than payment timing.

  Let us know if you have additional questions!

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