Accounting
What does the Accounting Dashboard show?
The Dashboard (`Accounting > Dashboard`) is titled **Accounting – Financial Overview** and contains: - A **Create New** button with shortcuts to create...
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What does the Cash Flow chart on the dashboard show and how do I change the period?
The **Cash Flow** card is captioned *"Cash coming in and going out of your business"*. For each month it plots **Inflow** (total...
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What does the Cash Flow Report show?
The Cash Flow Report takes every accounting transaction in the selected date range and groups it into **Operating Activities** (Sales, Purchases, Inventory,...
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Settings & Configuration
Marketing
What does the admin Giftcards list show?
**Marketing > Giftcards** opens with four KPI cards: **Active** (count and "$X outstanding"), **Redeemed** (count and value redeemed), **Cancelled** ("Voided cards") and...
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What does the banner "You need to comply with the US A2P 10DLC Regulations" on the SMS pages mean?
The banner appears at the top of every SMS page while your US/Canadian account has not yet finished registering under the A2P...
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Orders
What does the Bags table on an order show and how do I mark a bag delivered or returned?
When the Bags module is used, each delivery date has a **Bags** table with **Id**, **Bag** (bag type), **Tracking**, **Bag Fee**, **One...
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What does the Checkout As screen look like?
- **Top bar**: *BACK TO DASHBOARD* link. - **Left sidebar**: a *Search or scan barcode...* box, then one button per ordering module...
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Payments & Billing
Website
Reports
Customer Dashboard
Catering & Proposals
What does the Catering "Bags By Delivery Date" report show?
It lists every catering + events bag created for the selected date, grouped so you can see which bags need to go...
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What does the Catering Category Breakdown report show?
It's a sales/revenue report, not a prep report: for the selected date range it groups every catering checkout that isn't attached to...
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What does the Catering Dashboard show me?
The Catering Dashboard is a day-by-day snapshot of catering + events activity for one delivery/pickup date. At the top it shows five...
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What does the Catering Labels report do, and how does its title change?
It's the print center for meal, bag, and delivery/pickup labels covering the selected day's catering + events orders. Its on-page title switches...
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What does the catering ordering experience look like for a customer?
A logged-in customer visiting the catering ordering page sees, in order: (1) **Choose a Venue** — only if the Venues module is...
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Subscriptions
What does the checkout page look like when buying for a member?
When the account manager checks out with a member selected: - An info banner at the top reads **Cart is for account...
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What does the confirmation email a customer gets after skipping a delivery actually tell them?
The **Subscription: Skip a delivery** email confirms which date(s) were skipped and, if the skip moved the subscription's renewal date, it shows...
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