Back Office House Accounts Report
Description
How to view a list of house accounts, their maximum balance, and their last statement date in the Back Office of Restaurant Solution
What's in this article?
The House Accounts report enables you to see a list of your house accounts, their maximum balance, and their last statement date. You can view a list of all house accounts or filter the report to view a specific house account.
To run the House Accounts report
- In the Back Office, select Results > Reports.
- Select the House Accounts. The system generates a report with all house accounts.
- In the Report Preview toolbar, select a house account by which to filter your search results.
- Click the refresh icon on the Report Preview toolbar to refresh the data. The report appears in the Report Preview screen.
This report shows:
| Column | Description |
|---|---|
| Header | Header includes name and address of the store, the name of the report and the date range. |
| Number | The external ID associated with the house account. |
| Name | The name of the house account. |
| Enabled | Identifies if the house account is enabled or not. |
| Maximum Balance | The maximum balance for the house account. |
| Address | The house account address. |
| Phone # | The phone number for the house account. |
| The email for the house account. | |
| Last Statement | The last date on which a statement was issued for the account. |