Daily Tasks

20 Articles

Scheduled Reports Reminder

Exatouch makes it easy to set up and run custom and standard reports in advance. We’ve added a friendly reminder to this process reminding you to leave your Exatouch environment powered up and logged in for reports…

New Feature: Force User Clock Out

We’ve added force clock out options to ensure staff members are clocked out appropriately at the end of the business day, or at a specific time for individual users.

Modify Pricing on Markup Priced Items

Using markup pricing and need to change an item or service price? With this release, you can now manually modify an item or service price. The markup (calculated in dollars or percentage amounts as needed) recalculates automatically.

Ratings Reports

Two customer experience ratings reports detail the scores left by customers who use your touchscreen customer facing display.

Capture All for Auto-Batching

Retailers who use the auto-batch feature to close transaction batches each day can have it set for a time that fits their needs: after closing, or at a set time each day that meets processor cutoff times….

Offline Sales Report

The Offline Sales report allows you to review payment transactions accepted while Exatouch was offline.

Schedule Reports

Exatouch makes it easy to set up and run custom and standard reports in advance. Navigate to the report work area to set up your report range and type, then tap Send Excel, Send PDF, or Send Word to…

Estimated Cash Deposit Updates

We’ve updated the Estimated Cash Deposit field, and added it to several reports and snapshots. The total for Est. Cash Deposit reflects the net cash for deposit minus all non-cash tips. If a negative number, it is…

Reports: Staff Shift

Additional columns have been added to the Staff Shift Reports: Owed to House and Owed to Staff. Pay Out Non-Cash Tips, disabled by default, controls the amounts shown in these columns.

Tax Report

Get sales tax information! This financial report summarizes sales tax dollars collected, refunded taxes, total taxes, and taxes with an applied exemption.

Batch Out for Restaurants

At the end of a shift or workday, transactions are sent to the network to be processed so funds can be deposited into the restaurant’s account. Batching out is the process of closing a batch of transactions…

Enable “Capture All” Setting for Auto-Batches – Prior Releases

The “Capture All” setting is used by retailers who use the Auto-Batch feature to automatically close their transaction batches each day. “Capture All” tells Exatouch at what time daily batches close so reports can be reconciled properly.

Create a Bank

Creating a bank is the same as setting aside a cash drawer. When a bank is created, a specific amount of money is designated before the shift starts.  During a shift, monies fluctuate.  At the end of a…

Close a Bank

Once a bank is swapped out, the cash drawer can be reconciled by counting the remaining cash and reviewing the shift’s financial activities. Bank Manager walks you through the reconciliation process so that you can close your…

Batch Out for Retailers

Batching out is the process of closing a batch of transactions for the day.  Most retailers using Exatouch opt to use the auto-batch feature, making it automatic and seamless to batch out. If a retailer chooses not…

Swap a Bank Out

At the end of a shift the cash drawer is removed from circulation. The process of disengaging a bank is known as “swapping the bank out”.

Swap a Bank In

After a bank is created, the bank is engaged by putting the bank into circulation. The process of engaging a bank is “swapping a bank in”. While the bank is swapped in, the original monies will fluctuate…

Open the Bank Manager

The Bank Manager is accessed from Register’s local menu.

How to Use the Bank Manager

In Exatouch, a bank is a defined amount of money that is stored in a cash drawer for operational use throughout a shift. The Bank Manager is a feature that helps you to reconcile your cash drawer…