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  1. Financial & Reporting Tools
  2. Activity Tracking

Sales Desk

Tracking cash reconciliation activity

PreviousInvoices and PaymentsNextData Locking

Last updated 5 years ago

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Sales Desk Tracking within RoomBoss allows cash drawer reconciliation at the end of day.

To enable Sales Desk Tracking, navigate Account → → Sales Desk.

When Sales Desk Tracking is enabled:

  • A sales desk location is specified by team members when they login.

  • Changes to bookings, invoices and payments, as shown in the Booking History and Financial History, will also include the location where the change was made.

  • Navigate to Operations → to download a PDF or Excel breakdown of the financial transactions by:

    • User

    • Sales desk location

    • Payment method.

      • Payments received via credit card, cash, coupon and other payment methods are reconciled against the system report.

Edit Account Details
Payments Report