How to manually enter Toast Daily Activity for a restaurant?

These instructions are for a restaurant that is NOT tied to a hotel in Inn-Flow. If your hotel and restaurant operate under a single account in Inn-Flow (usually they have the same tax ID), do NOT follow the below instructions. In this case, the POS data is manually entered on top of the hotel PMS data.

This is if your restaurant is setup to report Daily Activity on a nightly basis.

Log into Inn-Flow and select Daily Activity on the left navigation.

Ensure the correct entity ID is showing on the top left of the page. The page will open to the Oldest Unapproved Date. This is the first date that will need to be entered before you can proceed to the next day. 

It is recommended to download the Excel Template in Daily Activity and use this for entry and import. You can download a clean template by clicking the Import button on the top right, then Export Template.

Using the Sales Summary Report from Toast, complete the Revenue, Non-Revenue and Payment section. The Revenue section will contain all revenue amounts per category, gratuity, tips and discounts. The Non-Revenue section is the Taxes, and the Payment section is for all payment types - credit cards and cash. 

Typically there are no Statistics or Segmentation entered as this is more functionality used at hotels.

Once all fields have been entered into excel, in Inn-Flow, select the Import button again, then Import DA to import the template.

Select the excel file and ensure the day is in balance. If there is a variance on the top right, double check the numbers as you may have mistyped or missed a value during entry. 

Also, in the Upload Docs button, please upload a PDF copy of the Sales Summary Report from the POS. This is critical if you ever need to reference a prior day, or if another team member needs to review the entry. 

If you continue to have a variance, reach out to Inn-Flow for assistance. 

Once the daily activity data has been uploaded, the PDF report has been uploaded in the Upload Docs, and no variance exists, complete the Night Audit Checklist steps and Approve and Next to move forward to the next day.

If you have a day where there was no revenue, you will need to click into the Statistics page, Save & Close, then complete the Night Audit Checklist and Approve and Next. It is also recommended to still upload the PDF Report so that if another team member sees zeros on the reports, they will be able to reference the POS Report for verification.