Clerk Reports

The following article reviews the Clerk related reports in the PMS.

Clerk Detail Report

Go to Reports > Cashier > Clerk Detail

  • This report is a detailed breakdown of all the transactions that a clerk has done on a selected date. This report is used to balance out a clerks credit card slips at the end of their shift, and can be used to help locate any discrepancies found in the clerk summary (For example, if a clerk is missing a visa slip, this report can be used to identify exactly which slip is missing)

Clerk Summary Report

Go to Reports > Cashier > Clerk Summary

  • This report is a summary of all the transactions that a clerk has done on a selected date.

All Clerk Summary

Go to Reports > Cashier > All Clerks Summary

  • This report is a summary of all the transactions that all clerks have done on a selected date.

Shift Reconciliation Report

Go to Reports > Cashier > Shift Reconcilliation

  • This report shows a summary of all the Payment transactions preformed by a clerk during a selected date.
  • Used to help a clerk reconcile the payments taken at the end of their shift. The total number of credit card slips should match the “count” and the total amount of the credit cards slips should match the Total.
  • Used to ensure that float balances at the end of the clerks shift
  • This report should be printed, filled out & signed by the clerk and then deposited into the safe along with the money that the clerk will be submitting to accounting at the end of their shift.
Shift Reconciliation Report

Activity Log

Go to Operations > Activity Log

  • The Activity Log can not only be used to view the transactions that were done on a specific Res ID, but can also be used to view all the transactions done by a clerk on a specific date.
Activity Log