Description

A powerful new addition to your Webcockpit analytics suite: the Deposit report. This Pro feature provides a clear, comprehensive overview of deposit returns, helping you track and manage these transactions more efficiently. The Deposit report gives you detailed insights into the deposit return amount handled by your team, linking each transaction directly to the responsible employee. This is a crucial tool for reconciling cash flows and ensuring accountability in deposit handling.

Filter

Date
Choose a custom time span.

Restaurants
Enables the selection of restaurants.

Export
Export to Excel. A CSV file is then made available to the user in the “Downloads” folder.

Views and Key Features

Overview

Provides a high-level summary of all deposit return activities across your stores during the selected time period.

Deposit by Employee

Breaks down the data, allowing you to analyze the performance and activity of each individual team member regarding deposit returns.

The report is divided into two distinct views, allowing you to examine the data from different perspectives:

1. Overview

• Goal: To see the total deposit return amount for the entire store.
• Key Data Points: Total number of deposit return transactions and the grand total of all returned deposits.
• Use Case: Quick reconciliation and monitoring overall deposit return volumes.

2. Deposit by Employee

• Goal: To see a List of employee and the deposit return amount they have individually processed.
• Key Data Points: Each employee is listed with their total processed deposit return amount and the number of transactions they handled.
• Use Case: Performance monitoring, identifying training needs, and ensuring accurate cash-up reconciliation for individual employees.

How to Access the Deposit Report

As a Pro Feature, you will find the new Deposit Report within the Drawer Change section of your Webcockpit navigation menu.

Note: Access to this feature requires a Webcockpit account with an active Pro subscription. If you are not yet a Pro user, contact our sales team today to upgrade and unlock this and many other powerful features!

Why This Matters for Your Business

Tracking deposit returns is essential for accurate accounting and reducing shrinkage. The new Deposit Report offers:

• Improved Transparency: Instantly see who handled which returns.
• Better Accountability: Hold employees responsible for accurate deposit handling.
• Streamlined Reconciliation: Simplify end-of-day cash reconciliation processes.

We hope this new feature helps you manage your operations with greater precision and control!