Sales Desk

Tracking cash reconciliation activity

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

To enable Sales Desk Tracking, navigate Account → Edit Account Details → 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 → Payments Report 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.