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Check sales data from an EPoS import file

You can check the sales data from an EPoS import file in a few easy steps.

Aurelian Bodea avatar
Written by Aurelian Bodea
Updated over 4 months ago

The sales data from an EPoS import file will show on the main rota screen. To view this, follow the steps below:

  1. Open the relevant rota.

  2. On the Financial Summary page expand the Reforecast/Actual Revenue line.

  3. To the left of each revenue stream value box there is a small history button. Click History button to view the history.

    • If the value states System, then this is from an import. If a user has manually updated the values, then the username will show.

πŸ“ŒNote: Rotas need to be active to have the figures update correctly. Rotas that have not yet been created, are in forecast stage or have had the forecast submitted for approval but not yet approved will not have the actual figures updated.

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