---
title: "Transactions Review"
slug: "daily-sales-review-summary-transactions"
description: "Review DSS Transactions across three tabs: Comps and Promotions, Paid Outs by GL Account, and House Accounts by customer."
updated: 2025-08-25T22:00:38Z
published: 2025-08-25T22:00:38Z
canonical: "docs.restaurant365.com/daily-sales-review-summary-transactions"
---

> ## 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.

# Transactions Review

## **Navigation**

Under the **Review Summary** section of a daily sales summary, click **Transactions**. This section requires review of sales ticket transactions that are broken down into Comps and Promotions, Paid Outs, and House Accounts.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(676).png)

> [!NOTE]
> Tabs will appear grayed out and unclickable if no Sales Tickets were flagged with their Transaction Type.

---

## Comps and Promos

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-3VC7RBA1.png)

| Column | Description |
| --- | --- |
| Sales Ticket | ID of the sales ticket associated with the exception. Clicking a sales ticket ID will open the associated [sales ticket](/doc/docs/sales-tickets). ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-H3NWVKKG.png) |
| Payment Type | Name of the comp or promo. |
| Amount | Amount of the discount. |
| Server | Server for the sales ticket. |
| Exception Employee | Employee associated with the exception. |
| Reason | User entered reason for the exception. |

### Payment Type Account Settings

The **Comps and Promos** tab lists all of the transactions or total dollar amounts that are a factor of any Payment Type Account with the **This is an Exception Type** checkbox checked.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ZPJ2CH0O.png)

---

## Paid Outs

![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/daily-sales-review-summary-transactions-image-opt2wn0v.png)

| Column | Description |
| --- | --- |
| Cost Category | GL account mapped to the paid out through based on the rules created from the [{{ glossary.POS}}-mapping-tool" target="_blank" translate="no">POS Mapping Tool](/doc/docs/<span class=). |
| Amount | Dollar amount of the paid out |
| POS Description | Notes about the paid out |

---

## House Account

The House Account tab is where all House Accounts from the POS can be mapped to Customers in R365, if not already mapped by the [POS Mapping Tool](/doc/docs/pos-mapping-tool). Users can view details about the transaction and then update the R365 Customer field and add a note about the transaction in the Comment field, if needed.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-BK97POPT.png)

| Column | Description |
| --- | --- |
| Customer | [Customer](/doc/docs/customer-record) associated with the house account transaction. |
| Sales Ticket | Sales Ticket number that is associated with this transaction |
| Amount | Amount of the transaction |
| POS Customer | Customer name listed in the POS |
| Comment | User entered notes |

Financial account used to record specific transactions in the general ledger.

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