POS Mapping Tool: Default Rules
- 06 Jun 2024
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POS Mapping Tool: Default Rules
- Updated on 06 Jun 2024
- 1 Minute to read
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This article is a part of the POS Mapping Tool feature. Click here to learn more about POS Mapping Tool.
Default Rules are provided to assist in mapping the most common POS Accounts that are imported from the POS. However, these Rules will only appear when the Chart of Accounts has been imported and if the Rules match the GL Account names. Below lists the default Rules for Payment Types, Sales Accounts, and Job Titles.
At the time of release, default Rules will appear as 'Inactive' for current Customers. Therefore, these Rules will need to have an Active Status to be included in automatic mapping.
Payment Type Rules
The following are the default Rules for Payment Types:
If... | Contains... | Then set the GL Account to... | And the... | To... |
|---|---|---|---|---|
Payment Type | Cash | Undeposited Funds | Payment Group | Cash |
Payment Type | Check | Undeposited Funds | Payment Group | Cash |
Payment Type | Visa OR MasterCard OR MC OR Discover | Undeposited Funds | Payment Group | Credit Card Combined |
Payment Type | Credit Card Fees OR CC Fees | Credit Card Fee | Payment Group | Credit Card - Individual |
Payment Type | AMEX OR AmericanExpress | Undeposited Funds | Payment Group | Credit Card - Individual |
Payment Type | VOID | Food Sales GL Account | Payment Group | Void |
Payment Type | Coupon OR Discount | Discount | Payment Group | Discount |
Payment Type | Free | Discount | Payment Group | Discount |
Payment Type | Gift Card OR GC | Gift | Payment Group | Gift Card |
Payment Type | Comp | Comp | Payment Group | Comp |
Exception Type | True | |||
Exception Comment | Manager Comp | |||
Payment Type | Tips Withheld | Tips Withheld | Payment Group | Noncashtips |
Payment Type | Grubhub | GrubHub | Payment Group | Third Party Delivery |
Payment Type | Postmates | Postmates | Payment Group | Third Party Delivery |
Payment Type | Ubereats | Ubereats | Payment Group | Third Party Delivery |
Sales Account Rules
The following are the default Rules for Sales Accounts:
If... | Contains... | Then set the GL Account to... | And the... | To... |
|---|---|---|---|---|
Sales Account | Food | Food Sales | Sales Account Type | Standard |
Sales Account | NA Beverage OR N/A Beverage OR Fountain | NA Beverage AND Sales | Sales Account Type | Standard |
Sales Account | Beer | Beer AND Sales | Sales Account Type | Standard |
Sales Account | Liquor | Liquor AND Sales | Sales Account Type | Standard |
Sales Account | Wine | Wine AND Sales | Sales Account Type | Standard |
Sales Account | Gift Card OR Giftcard OR GC | Gift Certificates or Giftcard or GC | Sales Account Type | Standard |
Sales Account | Gratuity OR Tip | Tips Payable | Sales Account Type | Tip |
Sales Account | Tax | Sales Tax | Sales Account Type | Tax |
Job Title Rules
The following are the default Rules for Job Titles:
If... | Contains... | Then set the GL Account to... |
|---|---|---|
Job Title | Cashier | (FOH OR Cashier) AND Labor |
Job Title | Cook | (BOH OR Cook) AND Labor |
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