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?
Solution: Restaurant
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. |