--- title: "Approve a Daily Sales Summary" slug: "daily-sales-approve-a-dss" description: "Approve a completed DSS in the classic R365 experience. Daily approval finalizes sales data and supports accurate reporting." updated: 2026-08-27T16:19:31Z published: 2026-08-27T16:19:31Z canonical: "docs.restaurant365.com/daily-sales-approve-a-dss" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Approve a Daily Sales Summary Once a Daily Sales Summary (DSS) has been marked as 'Completed', it should be reviewed and approved by a user with approval permissions. Users with this ability will need to navigate to the Classic R365 Experience in order to finalize and approve DSS records. --- ## Importance of Approving Daily Sales Summaries Routine is important, but when it comes to DSS approval, daily approvals are crucial to making sure all data in R365 is up-to-date. | **Up-to-Date Reporting & Financials** | With approved DSSs hitting your General Ledger, all Reports and financial data will be current. This allows certain Users, especially Restaurant Managers, to run the Profit and Loss statement more frequently to see their store's financial standing. | | --- | --- | | **Catch Errors Faster** | In reviewing data polled in daily, you can find and resolve issues, such as missed time punches or discrepancies in paid outs, faster than if you were to wait and approve multiple DSSs at one time. | | **Easier Month-End** | Making necessary updates and approving each day will reduce month-end procedures and allow more time for analyzing how your restaurant organization can function better. | | **Control Cash** | You can have more control over your cash on hand by tracking daily deposits. | --- ## **Navigation** ****1)** In the **Sales & Forecasting** application, under Daily Sales Summary, click **Daily Sales Summary (DSS) (Classic)** page.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-MVTGU12T.png) ****2)** Use the **search** and/or **sort** options in the Daily Sales Summaries page to focus on specific locations or dates. (*Optional*)** > [!NOTE] > Before sorting or applying filters, click **clear filter** then **clear sort** to remove default filters and sorts. > > ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-5CODL6AU.png) Use the search function below the column header to search and filter the grid view. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-CXZYS0LJ.png) Click any column header to sort by that column. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-5P5L04E0.png) ****3)** Click the **name** for the daily sales summary to be reviewed.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-U7H5ZQNQ.png) --- ## **Review and Approve the DSS** ![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/daily-sales-approve-a-dss-image-pxjm8gid.png) When the DSS opens, first navigate to the 'Comments & Tags' tab. Any notes made about issues in the DSS will be listed here by Restaurant Managers. If no issues are noted or if all issues were assessed and corrected, make one final review through the Daily Sales Summary to ensure that all details are correct. Click here for a walk through on [reviewing the DSS](/doc/docs/classic-daily-sales-summary-review) in the Classic Experience. Once finalized, select an approval option from the 'Approve' menu in the header. --- ## Approve a Daily Sales Summary From Payroll Hub Payroll Hub surfaces unapproved DSS records as a readiness check. This card appears only when Payroll Hub is enabled and the Timecards feature is turned off; see [Review Timecards](https://docs.restaurant365.com/docs/en/review-timecards) for that readiness check instead. 1. Click the **Daily sales summaries** readiness card. 2. Click **Approve** on a summary or (*Optional*) Click **Review** on the summary to inspect. > [!WARNING] > Immediate and irreversible — approves both the journal entry and DSS record. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1786545679770.png) ### Review page ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-0V7QT0NL.png) Access rights granted to users or user roles that dictate what actions they can perform within the system. Restaurant365 Daily sales summary (DSS) Record generated by daily data sent from the POS that may include sales, labor, menu items, and payment details. Structured documents that provide insights and summaries of various operational metrics and financial data. Journal entry (JE) Record posted to the General Ledger to document financial activity.