Create daily retail sales summary for accounting teams
Create daily retail sales summary for accounting teams
Unaggregated POS payments delay daily journals and reconciliation for sales ops and accounting. It provides validated totals for transactions, tips, and fees so journals are ready each morning.
Overview
Run this every morning to automatically aggregate yesterday’s point-of-sale transactions, tips, and processing fees so accounting and sales ops receive a ready-to-post summary. That removes manual aggregation work and gets journals prepared before the next posting window.