Configure Tip‑Out and View Tip‑Out Reports

This guide explains how to set up tip‑out configurations and how to access the corresponding reports.

---

Prerequisite

Before creating any tip‑out configuration, a setting must be enabled:

1. Go to Configuration > Payroll.
2. Ensure Clock In / Clock Out is set to Soft Point.
   • NOTE: Tip‑out calculations and reporting will not function correctly without this setting enabled.

For a tip to be reflected in the reporting, the following three conditions must be met:

1. The individual paying the tip must be clocked in.
2. The individual receiving the tip must be clocked in.
3. A transaction must occur by the individual paying the tip while both parties are clocked in.

---

How to Create a Tip‑Out Configuration

1. Navigate to Configuration > Tip‑Out.
2. Select Create New Tip‑Out.
3. Choose the position paying the tip (for example, Server or Front of House Manager).
4. Choose the position receiving the tip (for example, Bartender).
5. Select the sales category the tip‑out will be based on (such as Alcohol).
6. Enter the percentage that should be paid out.
7. Click Submit.

Once submitted, the new configuration will appear at the bottom of your Tip‑Out list.

Example setup:

• Front of House Manager → Bartender
• Sales Category: Alcohol
• Tip‑Out Percentage: 10%

---

How to View Tip‑Out Reports

1. Go to Operations > Reports.
2. Under Payments and Discounts, select Tip‑Out.
3. If no data is available for the chosen day, the system will indicate this.
4. Use the date filters at the top to select:
   • Today's date
   • A preset range
   • A custom range

After selecting a date range, apply the filter to load the results.

---

Understanding the Report

The report shows each tip‑out configuration and the calculated payouts.

You can expand any section to see detailed information, including:

• The employee who owes tips
• The employee(s) receiving tips
• The sales amounts for the selected category
• The percentage applied
• The calculated tip‑out amount

Example:

• Front of House Manager sells items in the configured categories.
• A percentage is applied depending on the setup.
• The report shows how much each recipient receives based on total sales and the split across .

---

These tools help ensure accurate tip distribution between teams while simplifying nightly or weekly close‑out procedures.

If you need additional help configuring tip‑outs or reviewing results, please contact support.