How to Reconcile a Server In Toast

Checkout Reports / Shift Review

To begin the server checkout process, fill out your physical checkout report slip as usual (Example: filling in your name, date, Visa, Mastercard, etc.).

Within the POS, navigate to the Main Menu and click on the Shift Review button under the My Account section.

This brings up the shift review report and will walk you through step by step what you need to do to complete it.

First thing that will pop up if the Checks section. If you have any unpaid or unclosed checks, you will be prompted to resolve those issues.

Unpaid Checks are checks that have not receive any payment on the ticket.
Unclosed Checks are checks that have received payment on the ticket, but have not been closed. Closed meaning that the tip has been updated for credit card authorizations.

Click on the View button to resolve any issues.

This will pull up any Paid or Closed tickets with issues. To learn how to update the tip to close checks see the Updating Tip on a Paid Check lesson.

The best course of action from here is to completely fill in your physical checkout report slip based on the Shift Review report in Toast before continuing through all of the steps to clock out.

Compare your claimed Credit Card tips under the Credit Tip Audit section of the report:

Compare your Visa, MasterCard, AmEx, and Discover totals under the Credit Card Breakdown section of the report:

Fill in your Cash Owed section on your physical checkout report...

by finding it under the Server Owes House or House Owes Server section (sub-section of the Employee Account section):

Fill in your Bar and Support Tip Out found in the Tip Sharing section of the Shift Review report (remember to select the appropriate number of support on):

Add up the Cash Owed, Bar Tip Out, and Support Tip Out on your physical checkout report to find the TOTAL CASH DUE:

Set aside this TOTAL CASH DUE amount to hand in to a manager (or to receive payment from a manager).

Now add up the rest of the cash you earned during the shift. Put this in the Total Cash In Hand section:

From the Shift Review report in Toast, find the line for Credit/Non-Cash Tips under the Employee Account section:

Put this into the Charge Tips section on your physical checkout report slip.

Now subtract Total Cash In Hand and Charge Tips, this is the AMT to Claim.

Now that you have your report filled out, you are ready to begin the steps within Toast to close out your shift. 

After everything has been resolved, you'll more to the next section, Declare Tips.

Click on Declare to declare your CASH tips received.

This is the AMT to Claim portion on your physical checkout report slip from the previous steps.

Enter in the amount of cash tips to declare and then click Declare Tips.

The next step is to Close the Shift. Make sure your Cash tips declared on the screen is correct and then click on Close Shift.

The following section is to Collect Cash & Tip Out. This section is finalize how much you owe Hideaway (or Hideaway owes you).

Click on the Collect & Pay button. This number is how much you owe Hideaway (or how much Hideaway owes you) based on your cash sales and credit card tips. This is the Cash Owed section on your physical checkout report slip from previous steps:

To pay a manager in the office, click on the Don't use cash drawer.

Click the Next button to move on to the Clock Out section.

Here you are prompted whether or not you'd like to go ahead and Clock Out, or if you'd like to start a New Shift. New Shift is for those that are working doubles straight through without a break.   

After selecting one, you have the option to Print your physical checkout report paper here. Then click Done to finish the shift review screen.

But I'm Closing!

If you are closing or not yet leaving for the day but you will not be taking additional tables you may remain on the clock but still print your checkout by first clicking the "print" button and once your report has printed you may hit switch user to log out.   Once you have completed the remainder of your day you may visit the Checkout section again or attempt to clock out and you will be prompted to complete this last step