{"count":2177,"next_page":"https://shift4.zendesk.com/api/v2/help_center/en-us/articles.json?page=2&per_page=30","page":1,"page_count":73,"per_page":30,"previous_page":null,"articles":[{"id":56994438919699,"url":"https://shift4.zendesk.com/api/v2/help_center/en-us/articles/56994438919699.json","html_url":"https://shift4.zendesk.com/hc/en-us/articles/56994438919699-Update-Canadian-Time-Zone-Selections-in-R-A-and-Simphony-EMC","author_id":427954128714,"comments_disabled":false,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"upvote_count":0,"downvote_count":0,"section_id":5863574431379,"created_at":"2026-10-30T20:27:02Z","updated_at":"2026-10-30T20:28:03Z","name":"Update Canadian Time Zone Selections in R&A and Simphony EMC","title":"Update Canadian Time Zone Selections in R&A and Simphony EMC","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-10-30T20:28:02Z","user_segment_id":null,"permission_group_id":445533,"content_tag_ids":[],"label_names":[],"body":"

Description: Learn how to update time zone selections in Reporting and Analytics (R&A) and Simphony Enterprise Management Console (EMC) for Canadian Locations affected by the November 2026 clock changes

\nAvailability: Canada

Time Zone Changes Effective November 1, 2026

Several Canadian regions are ending seasonal clock changes. Their clocks stay on the same time on November 1, 2026. Update the time zone settings in R&A and Simphony so settings and scheduled deliveries follow the correct local time.

This article covers Locations affected by the November 2026 changes. Locations not affected can keep their current time zone selections.

Important: The substitute selections in this article are a temporary workaround until Canadian time zones are added in future R&A and Simphony releases.

Timeline for Time Zone Updates

Locations Affected by the 2026 Time Zone Changes

For Locations adopting year-round time, replace seasonal selections such as Los Angeles, Denver, or Chicago with the selection shown for your Location. These selections also work before November 1.

Note: EMC (R&A Edit) refers to EMC's Report Location > Edit > Time Zone.

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Province or TerritorySample LocationsR&A SelectionEMC (R&A Edit) SelectionEMC Selection
British ColumbiaVancouver, Victoria, Kelowna, Kamloops, Prince George(UTC-08:00) Vancouver or (UTC-07:00) Phoenix. Selection depends on your R&A release.America/Vancouver or America/Phoenix(UTC-07:00) Arizona
British ColumbiaCranbrook, Fernie, Kimberley, Invermere, Golden(UTC-06:00) ReginaAmerica/Regina(UTC-06:00) Saskatchewan
AlbertaEdmonton, Calgary, Red Deer, Lethbridge, Fort McMurray(UTC-06:00) ReginaAmerica/Regina(UTC-06:00) Saskatchewan
Alberta and SaskatchewanLloydminster(UTC-06:00) ReginaAmerica/Regina(UTC-06:00) Saskatchewan
ManitobaWinnipeg, Brandon, Thompson, Churchill, Flin Flon(UTC-05:00) PanamaAmerica/Panama(UTC-05:00) Bogota, Lima, Quito, Rio Branco
OntarioKenora, Dryden, Fort Frances, Red Lake, Sioux Lookout(UTC-05:00) PanamaAmerica/Panama(UTC-05:00) Bogota, Lima, Quito, Rio Branco
Northwest TerritoriesYellowknife, Inuvik, Hay River, Fort Smith(UTC-06:00) ReginaAmerica/Regina(UTC-06:00) Saskatchewan

Northwestern Ontario: Ontario Regulation 333/26 sets UTC-05:00 year-round west of 90°W from November 1, 2026. Use Panama for the Ontario cities listed above.

Saskatchewan Locations Near Flin Flon

For Creighton and Denare Beach, Saskatchewan, choose the selection that matches the local clock your Location follows.

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Local ClockR&A SelectionEMC (R&A Edit) SelectionEMC Selection
Year-round Flin Flon time(UTC-05:00) PanamaAmerica/Panama(UTC-05:00) Bogota, Lima, Quito, Rio Branco
Year-round Saskatchewan time(UTC-06:00) ReginaAmerica/Regina(UTC-06:00) Saskatchewan
Seasonal Central time(UTC-06:00) ChicagoAmerica/Chicago(UTC-06:00) Central Time (US & Canada)

Vancouver Time Zone Selection by R&A Release

For Vancouver, Victoria, Kelowna, Kamloops, Prince George, and other British Columbia communities on permanent UTC-07:00, use the selection for your R&A release. The EMC (R&A Edit) name is the value to select in the EMC Report Location Edit dialog.

On releases that support Vancouver, the existing dropdown name remains (UTC-08:00) Vancouver. You can keep it. The clock stays at UTC-07:00 after November 1, even though the label says UTC-08:00.

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R&A ReleaseIn ProductionR&A SelectionEMC (R&A Edit) Selection
20.4.1YesKeep (UTC-08:00) VancouverAmerica/Vancouver
20.3.3YesKeep (UTC-08:00) VancouverAmerica/Vancouver
20.4YesSelect (UTC-07:00) Phoenix now and keep it after November 1America/Phoenix
20.3.2YesSelect (UTC-07:00) Phoenix now and keep it after November 1America/Phoenix
20.1.18.3YesSelect (UTC-07:00) Phoenix now and keep it after November 1America/Phoenix

If you already use Phoenix on a release that supports Vancouver, you can keep Phoenix. No immediate change is required.

In EMC > Properties > Time Zone, select (UTC-07:00) Arizona for Vancouver and other Locations on permanent UTC-07:00. The EMC selection (UTC-08:00) Pacific Time (US & Canada) follows Los Angeles and continues seasonal clock changes.

Note: The R&A release guidance in this section applies to R&A only.

Time Zone Setting Locations in R&A and EMC

Update each applicable setting and save. For R&A settings, use the R&A selections in this article. For the Simphony property Time Zone, use the EMC selection shown in the same Location row.

Important: Before you change the Simphony property Time Zone, close all open checks on the workstations.

EMC has three time zone selectors. The property Time Zone and the Time Zone field under Reporting and Analytics use the EMC labels in this article. Selecting Edit beside Report Location opens a different dropdown with names such as America/Phoenix. These names appear as EMC (R&A Edit) in the tables. Saving the Edit dialog sets the R&A Location time zone.

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
SettingNavigation
User Profile\nProfile (top right corner) > Time zone\n
Person setup\nPeople Management > <Person> > Time zone\n
Location setup\nPortal Admin > Locations > <Location Name> > Time zone\n
Report Mail setup\nConfiguration > Report Mail > Report Mail > <report mail item> > Frequency > Time zone\n
Export schedules\nExports > Schedules > <Schedule Name> > Time zone\n
EMC R&A dropdown\nEMC > Properties > Reporting and Analytics > Time Zone\n
EMC property\nEMC > Properties > Time Zone\n
EMC (R&A Edit)\nEMC > Properties > Reporting and Analytics > Report Location > Edit > Time Zone\n

Local POS Device Updates for Time Zone Changes

Before November 1, 2026, install applicable approved operating-system patches and time zone updates on Windows, Oracle Linux, and Android POS devices. Use the supported update process for each platform and complete any required restarts.

Changing R&A or EMC settings does not install operating-system updates. Operating-system updates do not replace the EMC time zone selections in this article.

When you change the Simphony property time zone, CAL deploys the time zone to connected workstations. Generic Android tablets require a manual time zone update. For workstations managed by CAL, select the EMC property time zone listed for your Location and allow CAL to deploy the change. Verify that the workstation displays the correct local time. For devices that require manual configuration, follow the supported device procedure and select a time zone that matches the local clock rule.

Windows Workstation Time Zone Updates

Install the approved Windows updates for the workstation's Windows version and edition, including applicable time zone updates. Complete any restart the update requires. The workstation time zone aligns with the EMC property selection.

Oracle Linux Workstation Time Zone Updates

Confirm and apply the approved platform updates for your Oracle Linux POS devices, including time zone updates. For Oracle-managed Linux devices, use Oracle's supported platform update process. Oracle Linux for MICROS platform updates are delivered through CAL. Follow any restart instructions supplied with the update, and verify the correct local time afterward. The workstation time zone aligns with the EMC property selection.

Android Device Time Zone Updates

Check and apply the approved operating-system and time zone updates available for your device model and Android version. Follow the update instructions, including any required restart.

Generic Android tablets do not automatically update their device time zone when the Simphony property time zone changes. Configure those devices manually to follow the local clock rule in this article. For other managed Android devices, follow the supported device configuration process. Verify the correct local time afterward.

Important: Keep automatic clock synchronization enabled. Use the correct time zone rules instead of manually moving the workstation clock forward or backward by one hour.

Verification of Local Time and Scheduled Operations

After you complete the changes, verify the following:

Review task schedules with explicitly selected time zones separately.

Reference for Alternative Time Zones

For the Canadian Locations assigned to them in this article, these alternatives match the required UTC offsets and clock changes. Use the Locations table to choose the applicable selection. Use the names for the screen you are editing: R&A labels in R&A, EMC (R&A Edit) names in the Report Location Edit dialog, and EMC labels in the two main EMC dropdowns.

Note: The UTC prefix in a seasonal time zone name does not necessarily show its current offset.

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R&A SelectionEMC (R&A Edit) SelectionEMC SelectionUTC OffsetSpring Clock ChangeR&A Edit
(UTC-05:00) PanamaAmerica/Panama(UTC-05:00) Bogota, Lima, Quito, Rio BrancoUTC-05:00 all yearNo changeNo change
(UTC-07:00) PhoenixAmerica/Phoenix(UTC-07:00) ArizonaUTC-07:00 all yearNo changeNo change
(UTC-06:00) ReginaAmerica/Regina(UTC-06:00) SaskatchewanUTC-06:00 all yearNo changeNo change
(UTC-06:00) ChicagoAmerica/Chicago(UTC-06:00) Central Time (US & Canada)Winter: UTC-06:00; Summer: UTC-05:00Second Sunday in March, 02:00 to 03:00 (March 8, 2026; March 14, 2027)First Sunday in November, 02:00 to 01:00 (November 1, 2026; November 7, 2027)

All change times are local times. \"No change\" means the same UTC offset applies throughout the year.

Related Oracle Resources

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\nI have issues with my Tax Free Shopping invoice.\"Edit\n

If you are experiencing any administrative difficulties, whether it’s about commissions, invoicing, or account paperwork, simply scan the QR code. Our Merchant Care team will be delighted to assist you and ensure everything is sorted out smoothly.

How can I check that a specific traveler has been refunded?

Tax Free shoppers can check their refund status within seconds through their Global Blue app or by accessing Mobile Customer Care from the email they received. If your client doesn’t have access to these options, feel free to scan the QR code (or email contacttaxfree.es@globalblue.com) and our team will gladly help you.

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\n
\"Releases_Banner.png\"

Shift4 Dine v1.129.0 Release Plan

\n
  • Released to the following merchant groups on Tuesday, 11/3: 
      \n
    • First 1000 (Pilots)
      • \n
    • Internal Locations (grouped with first 1000)
      • \n
    • Prod Release Test Locations
      • \n
    • Loyalty Pilot Locations
      • \n
    • Australia Locations
      • \n
    • Spain Internal Demo Locations
      • \n
    \n
\n

Ordering & Ticket Management 

\n
    \n
  • \nTable View & Ticket List Toggle and Handheld Ticket Grid Filters: Bring significant navigation improvements to the Handheld. Servers can now switch between Table View and Ticket List View with a single tap from the navigation bar — with their preference saved for future sessions and a one-time guided walkthrough introducing the toggle at table-service locations. A new consolidated Filters modal also gives servers the ability to filter and sort their ticket grid by Order Type, Revenue Center, ticket ownership (My Checks / All Checks), and sort by newest, oldest, server name, or table name — all from a single, scrollable panel.
    • \n
  • \nBeverage Check by Guest Count: Allows managers to configure a Beverage Check to automatically validate that the number of beverages on a ticket matches the guest count — prompting staff when there’s a mismatch before the check can be closed, helping ensure every guest is accounted for and no beverages are missed during busy service.
    • \n
  • \nQuantity Default Modifiers: Extends Default Modifiers to support configurable quantities greater than one, allowing merchants to pre-set standard recipe amounts — such as double cheese or two pumps of syrup — so items ring in correctly without staff needing to manually adjust quantities every time.
    • \n
  • \nFaster Menu Navigation on Handheld: Redesigns the handheld order entry experience with swipe-based navigation across Headings, Departments, and Menu Item pages — replacing the existing page button with intuitive left/right swipes and page indicators, and surfacing Duplicate and Remove directly on the item level for faster access. Together, these changes significantly reduce the number of taps required to build an order during live service.
    • \n
\n

\n

Payments & Receipts

\n
    \n
  • \nPer-Tender Tip Breakdown on Split-Payment Receipts: Updates auto-printed itemized receipts for multi-payment checks to show a line-by-line breakdown of each card's payment amount, tip, and total — alongside aggregate tip and tender totals at the bottom. Single-payment checks are unchanged. Designed to support shift reconciliation and end-of-night audit workflows.
    • \n
  • \nOffline Processing Limit Validation: Prevents managers from saving an offline payment processing limit of $0, which could unintentionally block all offline transactions. The field now requires a minimum value of $1, and leaving it blank removes the floor limit entirely — ensuring offline processing behaves as expected when connectivity is interrupted.
    • \n
  • \nPayment Device Language Pass-Through: Ensures that the language configured in Shift4 Customer Hub is now applied to the payment flow UI on all connected Commerce Engine devices — including External PinPads and Customer Facing Displays — so guests are prompted in the correct language rather than defaulting to English regardless of location settings.
    • \n
  • \nComplete Invoice & Update Invoice: (Spain Merchants Only) Enables Spanish merchants to generate a factura completa (complete VAT invoice) on customer request directly from the Workstation or Handheld — collecting the guest’s legal business name, VAT ID, and address at point of sale. Managers can also retroactively reissue a complete invoice on a closed check via Update Invoice, covering cases where guests request a formal business receipt after the fact.
    • \n
\n

\n

Settings & Notifications

\n
    \n
  • \nConnectivity Status & Operational Dashboard Improvements: Overhauls the connectivity notification system with clearer, situation-specific inline messages that distinguish among internet outages, payment service disruptions, device connectivity issues, and offline mode states. Status labels in the Operational Dashboard have been updated to \"Connected,\" \"Disconnected,\" \"Online,\" and \"Offline,\" and a manual refresh button now allows staff to force-check connection statuses on demand without restarting the app.
    • \n
  • \nAuto Print Shift Summary on Clock Out: Adds a job-level setting that automatically prints an employee’s shift summary when they clock out, giving servers and bartenders an instant end-of-shift report without requiring a manager to run or hand off the report manually.
    • \n
\n
\n

Internal Only:

\n

Bug Fixes

\n
    \n
  • \nSystem Failure When Voiding a Ticket with a Previous Payment: Fixed a system failure that occurred when attempting to void a ticket that already had a prior payment recorded, requiring staff to restart the POS to continue service.
    • \n
  • \nMissing Beverages Check Bypassed on Save Paths: Fixed an issue where Pay, Print, Schedule, and other save actions on a Beverage Check were skipping the Missing Beverages validation, allowing tickets to close without confirming all beverages had been accounted for.
    • \n
  • \nTraining Mode Orders Sent to KDS: Fixed an issue where items added to orders during Training Mode were being sent to a configured Kitchen Display System, causing kitchen staff to receive and potentially prepare training orders as real tickets.
    • \n
  • \nKitchen Slips and Payment Receipts Colliding on Shared Printers: Fixed an issue where kitchen slips and payment receipts were printing simultaneously on a shared printer, resulting in corrupted, illegible output on both documents.
    • \n
  • \nNew Tickets Missing from Ticket Grid When Created Rapidly: Fixed an intermittent issue where new tickets were not appearing at the top of the Ticket Grid when multiple tickets were created in quick succession, requiring staff to scroll or refresh to locate recently created orders.
    • \n
  • \nGift Card Split Payments Failing on Handheld: Fixed an issue where attempting to use a gift card as part of a split payment on Handheld was failing, preventing completion of the transaction and requiring a full payment method workaround.
    • \n
  • \nHandheld Digital Receipt Screen Freezing After Payment: Fixed a long-standing issue where the digital receipt screen on Handheld would freeze following a successful payment, locking the ticket and causing tip amounts to not be recorded — requiring a device restart to resume service.
    • \n
  • \nHandheld Menu Drawer Covering Ticket List on A800: Fixed an issue on the A800 handheld where the raised menu drawer was overlapping the ticket list, obscuring active tickets and preventing staff from selecting or navigating to open orders.
    • \n
\n
\n
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Description: Learn how to enable the Dinevate integration, manage Dinevate integration settings, and configure loyalty settings on the Workstation and Handheld.

Note: Dinevate Loyalty is currently available only to Pilot users. If you are interested in joining the pilot, please reach out to your Shift4 rep.

Platform Support for Dinevate Loyalty in Shift4 Dine

Dinevate Loyalty is available on the following Shift4 Dine platforms:

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
PlatformLookupEnrollmentPoint AccrualReward Redemption
WorkstationYesYesYesYes
Customer-facing DisplayYesYesYesNo
HandheldYesYesYesYes
Online OrderingNoNoNoNo

Enable the Dinevate Integration in the Shift4 Dine Customer Hub

You enable the Dinevate integration for each location in the Marketplace in the Customer Hub. If you operate multiple locations, enable the integration separately for each location that uses Dinevate Loyalty with Shift4 Dine.

    \n
  1. Sign in to Customer Hub, then select Marketplace.
    2. \n
  2. Locate Dinevate Loyalty.
    3. \n
  3. Select the location where you want to enable the integration.
    4. \n
  4. Select Install.
    5. \n

Dinevate completes the remaining setup. When setup is complete, a green check mark appears to confirm that the integration is installed and ready to use.

Configure Dinevate Loyalty Settings on the Workstation

All loyalty settings for Shift4 Dine are located at Manager > Settings > Business > Loyalty.

Enable Loyalty Prompt Setting on the Workstation and Handheld

The \"Enable Loyalty Prompt\" setting controls whether the Workstation automatically prompts the cashier to look up a loyalty member. This setting is off by default.

When the setting is off:

When the setting is on, choose when the loyalty member lookup dialog should appear:

Select Save after choosing an option.

Next Steps for Dinevate Loyalty

For instructions on looking up members, applying rewards, and processing refunds, see Process Dinevate Loyalty Transactions in Shift4 Dine.

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Description: Learn how to look up Dinevate Loyalty members, add members to orders, enroll new members, apply rewards, and process refunds and voids in Shift4 Dine.

Note: Dinevate Loyalty is currently available only to Pilot users. If you are interested in joining the pilot, please reach out to your Shift4 rep.

Note: Dinevate Loyalty transactions require an active Dinevate integration and the Enable Loyalty Prompt setting configured on the Workstation. For configuration instructions, visit the Set Up Dinevate Loyalty in Shift4 Dine article.

Look Up a Dinevate Loyalty Member on the Workstation

Cashiers can identify a loyalty member using any of the following:

Note: On the Customer-facing Display, the guest can start the loyalty lookup directly.

Add a Dinevate Loyalty Member to an Order on the Workstation and Handheld

How a Dinevate Loyalty member is added to an order on the Workstation and Handheld depends on your Enable Loyalty Prompt configuration.

Add a Loyalty Member Manually From the Order Entry Screen

    \n
  1. Tap the three vertical dots in the top-right corner of the Order Entry screen.
    2. \n
  2. Tap Attach Loyalty.
    3. \n
  3. Locate the member using any supported lookup method.
    4. \n

Add a Loyalty Member Automatically When a New Order Is Created

With Enable Loyalty Prompt set to \"New order is created,\" the member lookup dialog appears automatically when the order is opened. Locate the member using any supported lookup method, or dismiss the dialog to continue without loyalty.

Add a Loyalty Member Automatically at Payment

With Enable Loyalty Prompt set to \"Tapping Pay,\" the member lookup dialog appears when the cashier taps Pay. Locate the member using any supported lookup method, or dismiss the dialog to continue without loyalty.

Remove an Attached Loyalty Member From an Order

A loyalty member can be removed from either the Order Entry screen or the payment tender screen.

    \n
  1. Select the option to remove the attached member.
    2. \n
  2. The Workstation displays a confirmation message.
    3. \n
  3. After you confirm, the Workstation removes all applied rewards from the order, then detaches the loyalty member.
    4. \n

Important: Removing a loyalty member always removes any rewards applied to the order. If the guest wants to keep the reward, reattach the member and reapply the reward at the payment step.

Apply Dinevate Loyalty Rewards to an Order on the Workstation and Handheld

Apply Loyalty Rewards to an Order on the Workstation

All loyalty rewards are applied at the payment step.

    \n
  1. Build the order as usual.
    2. \n
  2. Confirm a loyalty member is attached to the order. If not, attach one. See Add a Dinevate Loyalty Member to an Order.
    3. \n
  3. Tap Pay to open the payment tender screen.
    4. \n
  4. Tap the Loyalty button in the tender options.
    5. \n
  5. Review the guest's available rewards and select each reward to apply it.
    6. \n
  6. Complete payment.
    7. \n

Apply Loyalty Rewards to an Order on the Handheld

You apply rewards on the Handheld at the payment step. The Handheld does not have a Loyalty button in the tender options.

    \n
  1. Build the order as usual.
    2. \n
  2. Confirm a loyalty member is attached to the order. If not, attach one. See Add a Dinevate Loyalty Member to an Order.
    3. \n
  3. Tap Pay to open the payment screen.
    4. \n
  4. Tap the three vertical dots in the top-right corner, then tap Attach Loyalty.
    \n
    5. \n
  5. Review the guest's available rewards and tap each reward to apply it.
    6. \n
  6. Complete payment.
    7. \n

Types of Dinevate Loyalty Rewards Available

Both reward types below are applied using the same steps.

Process a Refund or Void on a Dinevate Loyalty Transaction

When you void or refund a transaction that had loyalty attached:

No manual steps are required to correct loyalty data after a void or refund.

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template('MindTouch/Controls/PageOverview');

Description: Learn how to reprint a recently closed check, locate an earlier closed check, and print a customer receipt on demand at a MICROS Simphony workstation.

Depending on your workstation setup and permissions, MICROS Simphony may let you reprint the most recently closed check or locate an earlier transaction.

Prerequisites

Note: Function names, receipt availability, and access to earlier business dates vary by location and configuration.

Reprint the Most Recently Closed Check

To reprint the check that closed most recently in MICROS Simphony:

    \n
  1. Sign in to the workstation.
    2. \n
  2. Select the configured Reprint Previous Closed Check or Reprint Receipt function.
    3. \n
  3. Check the printed receipt to confirm it belongs to the correct transaction.
    \n
    4. \n

Reprint an Earlier Closed Check

To reprint a check that closed earlier in MICROS Simphony:

    \n
  1. Select the configured Reprint Closed Check function, or Reprint Closed Check from List if available.
    2. \n
  2. Find the transaction using its check number or the available closed-check list.
    3. \n
  3. Verify the transaction details and amount before selecting the print or confirmation function.
    \n
    4. \n

Print a Receipt on Demand

Some quick-service and bar workstations in MICROS Simphony offer receipt printing after payment instead of printing every receipt automatically.

    \n
  1. Complete the guest payment.
    2. \n
  2. If the receipt-print option remains available, select Print or Print Customer Receipt before starting the next transaction.
    3. \n

Troubleshooting

The Reprint Function Is Missing

Ask a manager whether the reprint function is available on your screen or for your employee role.

The Check Is Not in the List

Confirm the check number, business date, and workstation or revenue center. Access to older checks may be restricted.

The Receipt Does Not Print

Check for a paper or a printer error. If the payment status is uncertain, do not process the payment again just to obtain a receipt.

The Wrong Receipt Appears

Stop and verify the transaction before providing a copy to the guest.

Important: Provide a receipt only after confirming it belongs to the requesting guest. Avoid exposing another customer's transaction or payment details.

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Description: Learn about the differences between Single Location and Multi-Location modes in Location Management to identify which mode you are using.

Location Management in Shift4 Dine runs in two modes: Single Location mode and Multi-Location mode. Use this article to identify which mode you are using and to learn how the modes differ.

Identify Whether You Are Using Single Location or Multi-Location Mode

Use the following indicators to identify your Location Management mode.

Location Management Features That Are the Same in Both Modes

Single Location Mode in Location Management

Single Location mode is the simplified view of Location Management. It does not show a hierarchy, and some features are not enabled until you need them.

Location Settings in Single Location Mode

Location Settings in Single Location mode include the following:

Multi-Location Mode in Location Management

Multi-Location mode adds a hierarchy and three concepts that control how data flows through it.

Inheritance, Overrides, and Ownership in Multi-Location Mode

Multi-Location mode introduces the following concepts. They do not apply in Single Location mode.

Single Location and Multi-Location Mode Comparison

The following table compares Location Management features in Single Location mode and Multi-Location mode.

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
FeatureSingle Location ModeMulti-Location Mode
Screens and fieldsSameSame
Publish with audit trailYesYes
Marketplace Menu ManagementYesYes
HierarchyNot shownParent Account with locations
Location SettingsUnder Location\nUnder Corporate Level > Enterprise > Locations\n
Inheritance, overrides, and ownershipNot applicableIntroduced
Printer TemplatesEnabledEnabled
Web View Not enabled by default
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template('MindTouch/Controls/PageOverview');

Description: Learn to use the Super Tool, an internal diagnostic and menu-management utility for Future POS, including item and modifier management, menu editing, data import/export, screen layout adjustment, and hardware and database diagnostics.

Internal Only: The Super Tool provides direct database and system-level access, including functions that affect historical sales data and payment records. This article must remain restricted to Future POS technicians and Shift4 Support.

Access the Super Tool

Access the Super Tool through the ScreenConnect Toolbox, under the Tools menu.

 

Use the Super Master Query

The Super Master Query is an enhanced version of the standard master query, providing deeper insight into database health and structure than regular interface checks allow.

Use the Super Master Query for:

Use Item Finder

Item Finder searches, edits, and manages item data directly, without requiring the full Item Wizard.

Auto Menu Visibility: Use the Show/Hide options to set whether an item is always visible or never visible in the auto menu.

Size Data: Use Load Size Data and Make Sizes to manage items with multiple size options (for example, Single, Double, Martini, Rocks, and Up) without creating separate entries for each size.

Use Button Finder

Button Finder supports direct button editing without navigating multiple back-office menus.

Any blue text in Button Finder is editable. Double-click it to open the editing interface, where you can modify:

Example: To change the graphic or background color for a button (for example, \"Off-Pace\") on the main menu:

    \n
  1. Locate the button on the main menu.
    2. \n
  2. Double-click the blue text associated with it.
    3. \n
  3. Make the needed changes (for example, adjust skin colors or apply a new graphic).
    4. \n
  4. Select Save to apply the changes. Updates should reflect shortly.
    5. \n

Use the Items & Buttons Dropdown Menu

This dropdown provides tools for viewing and troubleshooting item data, button configurations, and security levels.

Rename Items Using Advanced Menu Editing

Advanced Menu Editing renames items directly in the database, including items used as modifiers, while retaining the item ID. This is primarily used to clean up disorganized or inconsistent naming conventions (for example, distinguishing items by type or product category).

Important: Renaming items can break or duplicate auto menu buttons. After renaming, close and reopen the POS front end to refresh the system and prevent display issues.

Additional renaming tools:

Editing workflow:

Rename a Department

Renames a department across the menu system (for example, removing a number suffix to change \"Beverage 2\" to \"Beverage\").

Warning: This is deep menu editing that affects historical sales data and item categorization. Back up the system before renaming a department.

Note: If a department with the intended new name already exists, the function blocks the rename to prevent duplicate department names.

Mass Assign or Remove Modifiers

Assigned Modifier applies or removes modifiers across multiple items at once, without affecting other existing modifiers on those items.

Append mode: Adds a modifier to one or more items without removing existing modifiers (for example, adding a \"substitute\" modifier to all entrees).

Remove mode: Removes a specific modifier from multiple items in one action, including all instances of that modifier even if it appears more than once on an item.

Note: Use the modifier count display to view an item's current modifiers before making changes, to avoid conflicts or duplicates.

Copy Printer Assignments

Printer Copy assigns or unassigns items to a printer based on another printer's existing setup — useful when adding a new printer that needs to receive the same items as an existing one.

Assign items to an additional printer:

    \n
  1. Select the items assigned to the source printer (for example, Printer 1).
    2. \n
  2. Choose the additional printer (for example, Printer 2).
    3. \n
  3. The system assigns Printer 2 to all items previously assigned to Printer 1.
    4. \n

Unassign items from a printer:

    \n
  1. Select the items assigned to the source printer (for example, Printer 1).
    2. \n
  2. Use the option to unassign these items from the target printer (for example, Printer 2).
    3. \n
  3. The system removes that printer assignment from any matching items.
    4. \n

A checkmark indicates a printer is enabled; an X mark indicates it's disabled.

Clean Up Unused Items

Item Clean Up identifies and deletes confirmed-unused items to keep the menu and database organized.

Note: This command can't check whether items are used online or in certain custom button layouts. Items with \"Never\" settings in auto menus are only checked if a specific box is selected.

    \n
  1. Run the command to generate a list of unused items.
    2. \n
  2. Review the list to confirm the items are safe to delete.
    3. \n
  3. For each item, select Delete to remove it, or Hide to mark it hidden in auto menu settings instead.
    4. \n

Warning: Back up the system before running Item Clean Up, and export the item list beforehand so deleted items can be restored if needed.

Resize Terminal Screens

The Terminal Screens function resizes screen layouts to fit a different resolution — commonly used when converting from larger \"Acrobat\" widescreen layouts to smaller 1024x768 displays.

Note: Create a backup of the original screen layout before resizing, so you can revert if needed.

Clean Up Mozart Data

The Mozart tab identifies and cleans up data that causes errors in Mozart, particularly around department names and modifiers.

Convert Legacy Menu Data

Note: This tool was built to convert outdated 4.1 menu data to the newer UltraBlack theme. Most of its functions are now obsolete and unlikely to be needed.

Review Hardware and Database Information

The Hardware and Data tab consolidates hardware, configuration, and database-state information across terminals for troubleshooting and monitoring.

Review Activity and Items Sold Data

This tab combines the Activity Report and Item Sold Report into one filterable view for faster auditing.

Use the Log Viewer

The Log Viewer provides faster, more detailed log analysis than the standard log tool.

Edit Employee Time Card Punches

The Time Card Editor resolves timecard issues that can interfere with payroll and activity reporting, particularly duplicate entries or broken sequences caused by offline punches.

Examples:

Adjust Sale Data

The Sale Adjust Tool corrects specific issues with locked checks, credit card transaction counts, discount data, and credit card tip reporting.

Check retrieval and release: Search for a check by number to view its status. If a check is stuck in \"retrieved\" status on a terminal (for example, after a system crash), use the release function to set its retrieved status to false so other terminals can access it.

Warning: Don't release a check if someone is actively editing it — doing so can cause data corruption.

Important: Credit Card Count Adjustment resets a sale's credit card count to zero, nullifying its credit card association. Use this only in fringe cases where a sale was refunded outside the POS (for example, through Shift4 Customer Hub) but still needs to reflect as refunded in the POS. You can also restore the original count using the default option.

Discount Data Reset: Applies current discount configuration to an open sale that was created under outdated discount settings (for example, a discount cap that has since increased).

Tip Amount Adjustment for credit card sales: Manually enter or update a tip amount on a credit card transaction — useful when a tip was added through an external platform (such as Shift4 Customer Hub) but can't be updated directly in the POS.

Note: This update only affects local reporting. It does not change the actual credit card transaction.

Com Port Test (Deprecated)

Note: This tool no longer functions with newer terminal hardware. Test print jobs fail on various com ports, likely due to hardware or compatibility changes, and no fix has been identified. Consider this tool unreliable for testing com ports on current systems.

\nManage Print Jobs
\n

The Print Jobs tool monitors and controls print jobs, useful for troubleshooting site-specific printing issues, recovering lost jobs, or redirecting jobs to a different destination.

Validate Transaction Fee Settings

This tab validates the Cash Advantage Program and transaction fee setup across tax, media, and terminal configurations without navigating multiple menus.

Manage Database Transfers

Transfers instruct other terminals to update items or configurations after a database change, keeping all terminals in sync. You generally won't need to manage transfers manually, since the system clears them automatically.

Write In Screens From a Backup

Screen Write-In transfers specific screen layouts from one site to another without overwriting all existing screen data — useful for franchises that want uniform layouts while preserving site-specific screens.

    \n
  1. Load the XML backup file containing the source site's screen data.
    2. \n
  2. Select the specific screen(s) to write in from the list (for example, \"sign on,\" \"new fast bar,\" \"test list\").
    3. \n
  3. \n

    Assign the selected screen to a position between 90 and 100.

    \n

    Note: Screen placement is restricted to positions 90–100 to avoid overwriting critical existing screens.

    \n
    4. \n
  4. Review the screen at its new position, then select File > Save As to move it to the desired screen position if you want it to replace an existing screen.
    5. \n

Use this to restore specific lost or deleted screens from a backup, or to standardize franchise layouts while preserving unique site-specific configurations.

Swap Room Tables

Use this tool to rearrange room layouts without manually adjusting tables or sections individually.

    \n
  1. In Section Table Maintenance, identify the rooms you want to swap (for example, \"Main Room\" and \"Bar\").
    2. \n
  2. If needed, add any new tables to a room before swapping.
    3. \n
  3. Select the rooms to swap, then use the Swap Rooms command.
    4. \n
  4. Review the results in Section Table Maintenance — the rooms' positions are reversed (for example, \"Bar\" now appears before \"Main Room\").
    5. \n

Import or Export Data

This tool handles backup, restore, and data-sharing tasks across sites.

Export: Creates a full backup of site data, including:

Import: Restores or replaces system data from an exported XML file. Importing a category replaces the existing data with what's in the backup file.

Note: Import is generally intended for the same site or franchises with identical data structures. Importing across sites with inconsistent structures can cause errors.

Merge Item: Imports a specific item (and its modifiers) into another site without affecting existing items of the same name — useful for sharing seasonal specials or new products across a franchise. Export the item's XML file from the source site, then select it in the destination site and choose Merge. An overwrite option is available for updating items with identical names.

Sale Export: Exports and imports sale data to help recover sales history on a newly restored machine after data loss or hardware failure.

Note: Sale Export requires a password to access, reflecting its specialized, advanced-user purpose.

Use Miscellaneous Commands

Manage Back Office Web Settings

This tool manages Back Office Web settings and resolves known login and employee lock issues.

Reset the SQL Connection

Refreshes the connection to the SQL database, useful when the system experiences connectivity issues or when database changes need a fresh connection to take effect.

Use this when troubleshooting database access errors, or after making database structure or configuration changes that aren't immediately reflected in the interface.

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Description: Learn how to access the Tip & Cashout Reconciliation report in Shift4 Dine and review employee tips, cash collected, and tip sharing.

Note: This feature is currently available only for Pilot users.

The Tip & Cashout Reconciliation report shows a detailed breakdown of employee tips, cash collected, tip sharing, and cash settlement amounts. Use the report to reconcile shifts, track declared tips, verify tip distributions, and prepare payroll data.

Access the Tip & Cashout Reconciliation Report

Generate the Tip & Cashout Reconciliation report from the Reporting section of the Customer Hub.

    \n
  1. Log in to the Shift4 Dine Customer Hub.
    2. \n
  2. From the left navigation menu, select Reporting > Reports.
     \n
    3. \n
  3. Select Shift4 Dine from the dropdown, then Tip & Cashout Reconciliation from Select a Report. \n
    4. \n
  4. If you need to include additional locations, select them in the Location field and select Apply.
    5. \n
  5. Select the date range for the report in the Period field and select Apply.
     \n
    6. \n

The report displays on the screen.

Tip & Cashout Reconciliation Report Columns

The report table shows employee-level financial information in the following columns.

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
ColumnDescription
Employee NameThe name of the employee associated with the reported activity.
Net SalesThe total sales, excluding taxes and discounts.
Cash CollectedThe total cash collected from customers.
Gross TIpsThe total credit card tips and auto gratuity before applicable deductions.
Auto GratuityThe gratuities are applied automatically.
TIp ReductionThe amount deducted from employee tips based on the configured merchant fee percentage, when enabled.
Tip Share ContributedThe tips an employee contributes to the tip-sharing pool.
Tip Share ReceivedThe tips an employee receives from the tip-sharing pool.
Net Tips Owed to EmployeeThe final tips owed after tip sharing and applicable reductions.
Declared TipsThe cash tips employees report for tax and payroll purposes.
Calculated Cash DueThe final cash amount the employee owes after accounting for tips owed.
Total PaymentsThe recorded employee tip payments, including immediate cash tip payments when Cash Today is selected.

The table includes a Total row that summarizes the applicable amounts across employees.

Note: Scroll horizontally to view additional columns. You can sort the report by supported column headings.

Net Tips and Calculated Cash Due Calculations

The report uses the following calculations for Net Tips Owed to Employee and Calculated Cash Due.

Tip Sharing, Tip Reduction, and Cash Reconciliation in the Report

Save, Download, and Print the Tip & Cashout Reconciliation Report

Use the Actions section to save, export, or print reconciliation data.

Filter the Tip & Cashout Reconciliation Report

Use filters to narrow the report results, identify discrepancies, and review specific employees or transactions.

    \n
  1. In the Filters section, select the + icon next to the filter you want to configure.
    2. \n
  2. Configure the filter.
    3. \n

The following filters are available:

To return to the default report configuration, select Reset Report when available.

Customize the Display of the Tip & Cashout Reconciliation Report

Use the Display section to customize how the report data appears.

Important: Select the correct location and period before you review reconciliation data.

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template('MindTouch/Controls/PageOverview');

Description: Learn how to read the sales, payment, and guest check figures on Simphony reports, and what to check when totals look unexpected.

Overview

Sales, payments, and guest check totals on Simphony reports can look different from one another. This guide explains the common figures and offers a few checks when something seems unusual.

Start with the Business Date

A Simphony business day may begin or end at a different time from the calendar day. Before comparing Simphony reports, confirm that the business date and reporting period match.

Understand the Sales Figures

The following terms appear on Simphony sales reports.

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Report TermWhat to Know
Net SalesMenu item sales after applicable discounts, returns, and voids, excluding inclusive tax.
Service ChargesService charge activity, including applicable adjustments.
Tax CollectedTax recorded on applicable items and charges, including adjustments.
Total Revenue / Gross SalesNet Sales + Service Charges + Tax Collected.
DiscountsReductions to menu item prices or check subtotals, often shown as negative values.
Voids and ReturnsDifferent kinds of corrections. Their treatment and reporting may vary by function and configuration.

Note: Report labels and calculations can vary by report type and Simphony configuration. Compare like-for-like reports.

Understand Guest Check Activity

The following terms describe guest check activity on Simphony reports.

Outstanding is calculated as follows: Outstanding = (Opened Check Total + Carry Over Total + Transfer In Total) − (Close Check Total + Transfer Out Total)

Troubleshooting

Important: Do not reopen, void, or change completed transactions to make a report balance. Ask for assistance if the reason for a difference is unclear.

The Totals Do Not Match

Confirm the business date, report period, employee, and revenue center. Check whether tax, tips, and service charges appear separately.

Outstanding Is Not Zero

Look for checks that are still open, transferred, or carried over. An outstanding amount does not automatically mean an error.

A Sales Figure Looks Too High or Too Low

Review discounts, voids, returns, and any unusual check activity before drawing conclusions.

Need a Hand?

For a question about a report or a figure that does not look right, the MICROS Center for Excellence (MCE) team can help you understand what you are seeing.

Helpful Information to Have Ready

Have the following available when you contact MCE about a Simphony report:

Note: You do not need every item on this list. The MCE team can help you work through the issue with whatever information you have.

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Description: Learn how a service total differs from closing a check, how to send an order while keeping the check open, and what to check when items do not reach the kitchen or bar.

Service Total vs. Closing a Check

In MICROS Simphony, a service total ends the current ordering round and normally sends eligible items to the kitchen or bar while keeping the guest check open. Closing a check completes payment and ends the transaction.

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Service totalFinal payment/close
Sends the current round for preparation, according to your location's setup.Applies the guest's payment method to complete the check.
The check remains open for later orders or payment.The check closes after the payment is completed.
You can return to the check during service.Further changes may require a separate authorized process.

Send an Order Without Closing the Check

Follow these steps to send a round of items in MICROS Simphony while keeping the guest check open.

    \n
  1. Open the guest check and add the menu items for the current round.
    2. \n
  2. Review the items, modifiers, and quantities before sending.
    3. \n
  3. Select your location's service-total or send function, such as Send. The exact button name varies by configuration.
    4. \n
  4. Confirm the order has been sent as expected. The guest check remains open for additional orders or payment.
    5. \n

Note: If your workstation has Send and Stay, you can send items to order devices while remaining on the check to add more items.

Note: Held items and timed-fire items may not be sent immediately. Follow your location's procedures for releasing held orders.

Troubleshoot a Service Total

If a service total in MICROS Simphony does not behave as expected, try the following.

Items Did Not Reach the Kitchen or Bar

Check whether the items are held, whether an error appears, and whether other orders are reaching the destination. Avoid sending duplicate orders until you confirm the first attempt.

The Check Still Shows as Open

A check remaining open is expected after a service total. Use the payment function when the guest is ready to settle the check.

You Cannot change an Item You Already Sent

Sent items may require a different correction or void process. Ask a manager before making changes that could affect the kitchen or the guest's bill.

Important: Do not repeatedly send or pay a check when the outcome is unclear. Confirm its status first to avoid duplicate orders or payments.

","user_segment_ids":[]},{"id":56645353119251,"url":"https://shift4.zendesk.com/api/v2/help_center/en-us/articles/56645353119251.json","html_url":"https://shift4.zendesk.com/hc/en-us/articles/56645353119251-Run-an-Employee-Shift-Report-in-Simphony","author_id":427954128714,"comments_disabled":false,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"upvote_count":0,"downvote_count":0,"section_id":8187679588499,"created_at":"2026-10-21T16:09:07Z","updated_at":"2026-10-21T17:03:58Z","name":"Run an Employee Shift Report in Simphony","title":"Run an Employee Shift Report in Simphony","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-10-21T17:03:58Z","user_segment_id":null,"permission_group_id":445533,"content_tag_ids":[],"label_names":[],"body":"

Description: Learn how to run Simphony workstation reports to review your sales, payments, and tips before you finish your shift.

Need a quick look at your shift activity? Simphony workstation reports can help you review sales, payments, and tips before you finish your shift.

Before You Begin

Note: Available reports and report details depend on your location’s configuration and your permissions.

Run the Employee Financial Report in Simphony

    \n
  1. Open the Reports List on the workstation.
    2. \n
  2. Select Employee Financial Report.
    3. \n
  3. If needed, choose a revenue center in View, then select the Employee and Period.\n
    4. \n
  4. In Shift, select Current for your active shift, or choose another available option for the period you need.
    5. \n
  5. Select Run Report to display the results.
    6. \n
  6. To print a copy, select Print. Select Close when finished. 
    \n
    7. \n

Run a Report for a Custom Date Range

    \n
  1. To run a report with a custom date range, select the Period Custom, then choose the dates from the drop-down lists under Custom Start and Custom End. 
    \n
    2. \n
  2. Select OK (A), then select Run Report (B).
    \"image.png\"
    \n
    3. \n

Note: All Shifts, Consolidated combines activity from multiple shifts; All Shifts, Unconsolidated separates it by shift. Custom allows selection of a particular shift number when available.

Review Report Contents

Depending on the report and your configuration, you may see:

Simphony Report Types

Employee Financial Report

Review activity attributed to an employee.

Cashier Financial Report

Review cashier-related financial activity, where configured.

Employee Tip Report

Review employee tip information, where configured.

Troubleshoot Report Issues in Simphony

Report Is Missing or Access Is Denied

Check that you are signed in under the correct employee role. Ask your manager whether your permissions allow this report.

Totals Differ From Expected Amounts

Confirm the Employee, Period, Shift, and revenue center selections before comparing totals.

Report Does Not Print

Check whether the report displays on screen, then check the receipt printer for paper or an error message. Avoid repeated print attempts if the device is not responding.

Important: Do not increment a shift simply to correct a report discrepancy. Shift incrementing can reset the active employee financial report totals; ask a manager if you are unsure.

","user_segment_ids":[]},{"id":56613508449939,"url":"https://shift4.zendesk.com/api/v2/help_center/en-us/articles/56613508449939.json","html_url":"https://shift4.zendesk.com/hc/en-us/articles/56613508449939-Shift4-Customer-Hub-2026w43-Release-Notes","author_id":427954128714,"comments_disabled":false,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"upvote_count":0,"downvote_count":0,"section_id":35412060183059,"created_at":"2026-10-20T19:02:41Z","updated_at":"2026-10-20T20:13:06Z","name":"Shift4 Customer Hub 2026w43 Release Notes","title":"Shift4 Customer Hub 2026w43 Release Notes","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-10-20T19:02:58Z","user_segment_id":null,"permission_group_id":445533,"content_tag_ids":[],"label_names":[],"body":"
\n

\n\"Releases_Banner.png\"
Shift4 Customer Hub 2026w43 Release Plan\n

\n
  • Released: October 21, 2026
\n

Multi-Location Management 

\n
    \n
  • \nModifier Promotion to Enterprise Level: Modifiers can now be promoted from Location to Enterprise level directly from the Modifier edit screen. The new functionality validates data dependencies, highlights potential conflicts, and requires confirmation before promotion. Once promoted, the Modifier is mapped to Enterprise data.\n
    • \n
  • \nImproved Image Cropping for Marketplace Menu: The image cropping tool has been enhanced to provide greater flexibility and control. Users can now zoom in, zoom out, and reposition images to select the desired portion — including fitting the entire image within the crop area. The improved crop preview clearly shows how the image will appear on the Marketplace Menu, ensuring the saved image matches the selected crop and positioning. \n
    • \n
\n

Bug Fixes

\n
    \n
  • \nInvitation Email Fix for New User Registration: Resolved an issue in Customer Hub 2.0 where a password reset email was sent to new users instead of the invitation email, ensuring new users receive the correct onboarding communication.\n
    • \n
  • \nBatch Number Filter Clear Button Fix: Resolved an issue where clicking the X button on the Batch Number filter did not clear the filter, which remained active. The filter now clears correctly when dismissed.\n
    • \n
\n
","user_segment_ids":[]},{"id":56497380898323,"url":"https://shift4.zendesk.com/api/v2/help_center/en-us/articles/56497380898323.json","html_url":"https://shift4.zendesk.com/hc/en-us/articles/56497380898323-Transfer-Guest-Checks-in-MICROS-Simphony","author_id":41834971682451,"comments_disabled":false,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"upvote_count":0,"downvote_count":0,"section_id":8187679588499,"created_at":"2026-10-16T20:31:28Z","updated_at":"2026-10-22T14:35:33Z","name":"Transfer Guest Checks in MICROS Simphony","title":"Transfer Guest Checks in MICROS Simphony","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-10-22T14:35:33Z","user_segment_id":null,"permission_group_id":445533,"content_tag_ids":[],"label_names":[],"body":"

Description: Learn how to transfer ownership of an open guest check to another server in MICROS Simphony, and how transfers appear in reports.

Overview

A check transfer in MICROS Simphony changes the owner of an open guest check. The receiving server signs in and takes ownership of the outgoing server's check. Exact button labels and permissions depend on the property configuration.

When to Transfer a Check

Transfer a guest check in the following situations:

Server Instructions

Important: Start from a blank transaction screen before using Add/Transfer functions. The receiving server performs the transfer. Coordinate with the outgoing server to make sure the check is no longer open on another workstation.

Method 1: Transfer from an Open-Check List (Recommended)

    \n
  1. The receiving server signs in to the point-of-sale (POS) workstation.
    2. \n
  2. Select Add/Transfer Check SLU or Add/Transfer Check From List, as labeled on your workstation.
    3. \n
  3. Select the outgoing server, or view all open checks. Select the check or table to take over.
    4. \n
  4. Select OK. Verify that the check opens under your employee name.
    \n
    5. \n
  5. Select Send or Service Total to save the check and exit.
    6. \n

Method 2: Transfer by Check or Table Number

    \n
  1. Sign in and begin on a blank transaction screen.
    2. \n
  2. Select Add/Transfer Check by Number or Add/Transfer Check by Table.
    3. \n
  3. Enter the check or table number, then select OK twice to confirm.
    \n
    4. \n
  4. Verify that the check loads under your name, then select Send.
    5. \n

Method 3: Block Transfer All Open Checks

Use a block transfer for a full-station shift hand-off, when one server assumes another server's open checks.

    \n
  1. The receiving server selects Auto Block Check Transfer.
    2. \n
  2. Select the outgoing employee, or enter their employee ID.
    \n
    3. \n
  3. Select OK twice. All open checks assigned to that server transfer to the receiving server.
    \n
    4. \n

Important: Check the outgoing employee carefully. A block transfer affects all of that employee's open checks.

What Transfers Mean for Reports

A guest check transfer changes ownership of the open check. It does not split past sales. The following table shows how a transfer appears for each server.

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Report ItemOutgoing ServerReceiving Server
Net sales and taxesRemoved from active sales totals.Included in sales totals when the check is paid and closed.
Transfer countsTransfer Out Check Total and Count.Transfer In Check Total and Count.
Tips and paymentNo tip recorded for the transferred check.Payment and tip recorded when tendered.

For more information on how employee revenue affects transfers, read MCE Employee Revenue Troubleshooting.

Troubleshooting

The following table covers common issues when transferring guest checks in Simphony.

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
What You SeeWhat to Check or Do
Not authorized to perform check transferManagers: review the receiving server's role permissions in Enterprise Management Console (EMC) > Personnel > Roles > Guest Checks. Role Option 45 covers transfers within the same revenue center, and Role Option 46 covers transfers between revenue centers.
Check currently open or locked on terminalAsk the outgoing server to select Send or exit the check on the other workstation, then retry.
Checks merged rather than transferredStart from a blank transaction screen before selecting Add/Transfer.
Cannot transfer between revenue centersManagers: check the destination revenue center's Add/Transfer Revenue Center list and matching automatic service charge settings.

Manager Shift Hand-Off Checklist

Managers should complete the following at a shift hand-off:

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Description: Learn how to use the Split Off Item function to move an item or part of a multiple-quantity entry to another seat on a guest check in Simphony.

Overview

Use the Split Off Item function in Simphony to separate an item, or part of a multiple-quantity entry, to make a change to that check entry. Splitting an item off is not necessarily the same as splitting a whole check into separate payments.

Note: Simphony screens, privileges, and available functions may vary by restaurant configuration.

Prerequisites

Before splitting items from a guest check in Simphony:

Split Off One Item

In the following example, Seat #1 has a Coke, a Sprite, and a Chicken Parm Sandwich, and Seat #2 has a Grilled Cheese. The server meant to add the Sprite to Seat #2.

    \n
  1. Select the menu item on the check.
    2. \n
  2. Select Split. The Split screen form appears.
    \n
    3. \n
  3. Make the needed changes. In this example, drag the Sprite to Seat #2.

    \n
    4. \n

Split Off Multiple Quantities

In the following example, a quantity of two Cokes was ordered for Seat #1, but the server intended each seat to show a quantity of one Coke.

    \n
  1. Select a multiple-quantity menu item on the check.
    2. \n
  2. Select Split. The Split screen form appears.

    \n
    3. \n
  3. Drag the line item to the check for the other seat. In this example, drag the two Cokes line item to the check for Seat #2. A pop-up appears so you can enter a count to move.
    4. \n
  4. Make the needed changes to the new check entry. In this example, the count to move is 1.
    5. \n
  5. Select OK. Seat #1 details one Coke, and Seat #2 details one Coke.
    6. \n

Important: To keep reporting accurate, apply comps directly on the original check rather than splitting items off to track them or move them to another check. Moving comped items to a separate check and then applying discounts causes more paid than begun, resulting in an outstanding negative balance.

Troubleshooting

The Split Function Is Missing

The Quantity or Result Is Unexpected

","user_segment_ids":[]},{"id":56490337168787,"url":"https://shift4.zendesk.com/api/v2/help_center/en-us/articles/56490337168787.json","html_url":"https://shift4.zendesk.com/hc/en-us/articles/56490337168787-Update-the-Universal-Transaction-Gateway-for-Choice-Properties","author_id":41834971682451,"comments_disabled":false,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"upvote_count":0,"downvote_count":0,"section_id":4408166625299,"created_at":"2026-10-16T17:36:53Z","updated_at":"2026-10-16T18:00:29Z","name":"Update the Universal Transaction Gateway for Choice Properties","title":"Update the Universal Transaction Gateway for Choice Properties","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-10-16T18:00:29Z","user_segment_id":null,"permission_group_id":445533,"content_tag_ids":[],"label_names":[],"body":"

Description: Learn how to install Shift4 Command Center and update the Universal Transaction Gateway at a Choice property.

Overview

Updating the Universal Transaction Gateway (UTG) to the current version is the best way to take advantage of the latest functionality. Before updating the UTG, install Shift4 Command Center. Command Center provides secure, remote access to oversee and manage your Shift4 services, ensuring seamless operations and enhanced control.

Install Shift4 Command Center

Complete the following steps to set up and start using Shift4 Command Center at a Choice property:

    \n
  1. Open your web browser and go to https://in4mapi.4tresspos.com/in4m/pub/commandcentersetup.exe to download the setup file.
    2. \n
  2. From your recent downloads list, select Show in folder. This step may vary by web browser.
    \n
    3. \n
  3. Right-click commandcentersetup.exe, then select Run as administrator.

    Note: A window may be displayed prompting for administrative login credentials. To allow the change, enter the credentials. 
    4. \n
  4. In the Installer window, enter the Verification ID yrt3ws9q, then select Verify.
    \n
    5. \n
  5. Confirm the Account name displays as Choice Hotels, then select Confirm.
    \n
    6. \n
  6. On the next screen, enter the following:\n
    7. \n
  7. Wait for the Installer to complete.
    \n
    8. \n
  8. Select Done.
    \n
    9. \n

Update the Universal Transaction Gateway

Important: Transactions cannot be processed while the UTG is down. Schedule the update during the best window of opportunity for your property, based on your current UTG installation. The process only takes a few minutes.

Stop the UTG Service

    \n
  1. Select the Windows button, or press the Windows key, and type Services. Select Run as administrator.
    \n
    2. \n
  2. Find the Shift4 UTG2 service in the list, right-select it, and select Stop.
    \n
    3. \n

Install the UTG Update

    \n
  1. Download the UTG update from https://myportal.shift4.com/downloads/utg2/3289/utg2setup.exe.
    2. \n
  2. From your recent downloads list, select Show in folder. This step may vary by web browser.
    \n
    3. \n
  3. Right-select utg2setup.exe, then select Run as administrator.

    Note: A window may be displayed prompting for administrative login credentials. To allow the change, enter the credentials.
    4. \n
  4. In the System Update window, select Next.
    \n
    5. \n
  5. In the Choose folder screen, choose the folder where you want UTG2 installed, or select Next to install the updated UTG files in the default Shift4 folder.
    \n
    6. \n
  6. In the Universal Transaction Gateway Setup screen, clear Run Universal Transaction Gateway TuneUp now, then select Finish to complete the installation.
    \n
    7. \n

Start the UTG Service

    \n
  1. Select the Windows button, or press the Windows key, and type Services. Select Run as administrator.
    \n
    2. \n
  2. Find the Shift4 UTG2 service in the list, right-select it, and select Start.
    \n
    3. \n
  3. Wait for the PIN pad to cycle through the Choice Hotels screens again. Run a test transaction to confirm the device prompts appropriately and the transaction authorizes.
    4. \n
","user_segment_ids":[]},{"id":56486254580499,"url":"https://shift4.zendesk.com/api/v2/help_center/en-us/articles/56486254580499.json","html_url":"https://shift4.zendesk.com/hc/en-us/articles/56486254580499-Promote-a-Modifier-to-the-Enterprise-Level-in-Multi-Location-Management","author_id":427954128714,"comments_disabled":false,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"upvote_count":0,"downvote_count":0,"section_id":42276943081363,"created_at":"2026-10-16T15:53:40Z","updated_at":"2026-10-16T16:02:29Z","name":"Promote a Modifier to the Enterprise Level in Multi-Location Management","title":"Promote a Modifier to the Enterprise Level in Multi-Location Management","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-10-16T16:02:29Z","user_segment_id":null,"permission_group_id":445533,"content_tag_ids":[],"label_names":[],"body":"

Description: Learn how enterprise administrators promote a modifier created at a location so it becomes an Enterprise modifier in Multi-Location Management.

Note: This feature is currently available only for Pilot users.

About Modifier Promotion

A location can create its own modifier. If the enterprise wants that modifier available to all locations, an enterprise administrator can promote it to the Enterprise level instead of recreating it manually.

Modifiers can be promoted only from a location to the Enterprise level.

Who Can Promote a Modifier

Enterprise administrators promote modifiers at the Enterprise level. Locations create the modifiers but do not promote them.

Before You Promote a Modifier

A modifier can be promoted only if:

If required related data exists only at the location, the modifier cannot be promoted. See Resolve Modifier Promotion Errors below.

Promote a Modifier to the Enterprise Level

Important: Promotion cannot be reversed through demotion once confirmed.

    \n
  1. In Multi-Location Management, at the Enterprise level, navigate to Shift4 Dine > Menu > Modifiers.\n
    2. \n
  2. Select the modifier to open the Edit Modifier window.
    3. \n
  3. Select the three-dot menu (•••) next to Save.
    \n
    4. \n
  4. Select Promote. The Promote Modifier screen displays the location name and MID, the modifier name, and Enterprise as the promotion destination.
    5. \n
  5. Wait for the system to validate the modifier:
    \n
    6. \n
  6. When validation succeeds, select Promote.
    7. \n
  7. Review the confirmation message, then select Confirm. To cancel the promotion, select Cancel or X.
    8. \n

What Happens After Promotion

Once confirmed, the modifier becomes an Enterprise modifier with its applicable settings and Enterprise-related mappings.

Resolve Modifier Promotion Errors

If a modifier cannot be promoted, the system displays a message identifying the issue. For example, if a Nested Modifier Set exists only at the location, the system displays:

“Unable to promote to Enterprise level. The following values must be set at a higher level: Nested Modifier Set.”

To resolve the issue:

    \n
  1. Review the data named in the message.
    2. \n
  2. Configure that data at the Enterprise level.
    3. \n
  3. Return to the modifier and select Promote again.
    4. \n

When all requirements are met, \"Ready for Promotion\" appears.

Related Articles

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template('MindTouch/Controls/PageOverview');

Description: Learn how to review an Outstanding amount on a MICROS report, identify common causes of discrepancies, and collect the details needed before contacting support.

Understand the Outstanding Total

An Outstanding amount on a MICROS report generally represents guest checks that remain open when the report is generated. MICROS calculates the Outstanding total as follows:

Carried Over + Checks Begun – Checks Paid + Transferred IN – Transferred OUT = Outstanding

An Outstanding amount is not automatically an error, because legitimate open checks can remain at the time of reporting. Unexpected or persistent balances deserve a closer look.

 

Before You Begin

Note: MICROS RES and Simphony reporting screens and field names may differ.

Review the Outstanding Amount

To review an Outstanding amount on a MICROS report:

    \n
  1. Run the relevant Open Checks or Employee Detail report for the same business date and revenue center as the summary report.
    2. \n
  2. Identify checks that are still open, including checks carried over from a prior shift or business date.
    3. \n
  3. Review recent split checks, transfers, reopened checks, voids, discounts, and payment adjustments for any unusual activity.
    4. \n
  4. Compare the Carried Over, Checks Begun, Checks Paid, Transferred IN, and Transferred OUT figures with the reported Outstanding total.
    5. \n
  5. If the difference is unexpected, note the affected check numbers and ask a manager or the MICROS Center of Excellence (MCE) team to help investigate before making further changes.

     
    6. \n

Common Reasons Outstanding Amounts May Not Match

Several conditions can cause an Outstanding amount to differ from what you expect. These are possible causes, not proof of a particular cause.

Open or Interrupted Checks

Transaction Changes

System or Configuration Issues

Important: Avoid attempting database repairs, repeated tendering, or configuration changes to force a MICROS report to balance.

End-of-Shift Checklist

Server Checklist for Outstanding Amounts

Manager Checklist for Outstanding Amounts

Troubleshoot Outstanding Amount Discrepancies

The Outstanding Amount Seems Too High

A Check Appears Closed but Still Affects the Report

The Totals Differ Between Revenue Centers

","user_segment_ids":[]},{"id":56452781788691,"url":"https://shift4.zendesk.com/api/v2/help_center/en-us/articles/56452781788691.json","html_url":"https://shift4.zendesk.com/hc/en-us/articles/56452781788691-Payment-Link-FAQs-for-Shift4-One","author_id":427954128714,"comments_disabled":false,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"upvote_count":0,"downvote_count":0,"section_id":13868976529683,"created_at":"2026-10-15T17:22:54Z","updated_at":"2026-10-15T17:26:05Z","name":"Payment Link FAQs for Shift4 One","title":"Payment Link FAQs for Shift4 One","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-10-15T17:25:59Z","user_segment_id":null,"permission_group_id":445533,"content_tag_ids":[],"label_names":[],"body":"

What is the cost of creating a Payment Link?

There is no additional cost for merchants who use Payment Links in Shift4 One.

How many Payment Links can I create?

There is no limit to the number of Payment Links you can create or keep active.

What payment methods do Payment Links support?

Customers can pay with credit cards, debit cards, digital wallets (including Apple Pay and Google Pay), and supported local payment methods.

What happens if a payment is declined?

If a payment is declined, the customer receives an error message that says the payment was unsuccessful.

Do Payment Links expire?

Yes. When you create a Payment Link, you can set a custom expiration date and time. If you do not set an expiration, the link remains active for 7 days and then is deactivated.

Where can I view my Payment Link transactions?

You can view Payment Link transactions in two places:

Can I see Payment Link transactions in Customer Hub reporting?

Yes. Payment Link transactions appear in Shift4 Customer Hub, as do all other transactions that appear on Shift4 One.

How will I know if a Payment Link has been paid?

When a customer pays via a Payment Link, the link's status on the Payment Link list changes to Paid.

Can I deactivate a Payment Link?

Yes. Open the Payment Link and tap Deactivate Link. For the full steps, see Use Payment Links on Shift4 One.

Do customers automatically receive receipts for Payment Link payments?

Yes. After a payment is completed successfully, the customer automatically receives an email receipt. The receipt is sent to the email address provided on the Payment Link form. No setup or configuration is required.

Can I send a Payment Link by SMS from the terminal?

No. Shift4 One does not currently support sending a Payment Link by SMS.

","user_segment_ids":[]},{"id":56452160644243,"url":"https://shift4.zendesk.com/api/v2/help_center/en-us/articles/56452160644243.json","html_url":"https://shift4.zendesk.com/hc/en-us/articles/56452160644243-Crop-Images-for-Marketplace-Menu-Items-for-Location-Management","author_id":427954128714,"comments_disabled":false,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"upvote_count":0,"downvote_count":0,"section_id":42276943081363,"created_at":"2026-10-15T17:09:56Z","updated_at":"2026-10-27T17:33:50Z","name":"Crop Images for Marketplace Menu Items for Location Management","title":"Crop Images for Marketplace Menu Items for Location Management","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-10-27T17:33:50Z","user_segment_id":null,"permission_group_id":445533,"content_tag_ids":[],"label_names":[],"body":"

Description: Learn how to zoom, reposition, and preview images with the Image Crop tool so the correct portion of each image appears on your Marketplace Menu.

Note: This feature is currently available only for Pilot users.

Overview

The Image Crop tool lets you manually zoom in, zoom out, and reposition images when configuring images for Marketplace Menus. This gives you greater control over which portion of an image appears on online ordering platforms, so images are properly positioned and cropped.

What You Can Do with the Image Crop Tool

With the Image Crop tool, you can:

Crop an Image for a Marketplace Menu

    \n
  1. Log in to Location Management and navigate to Marketplace Menus.
    2. \n
  2. Select a menu.
    3. \n
  3. Select an item to open the Edit Item window.
    4. \n
  4. Choose Select Image to upload an image, or drag and drop the image file into the window. The Image Crop window opens.
    5. \n
  5. Use the zoom controls in the upper-left corner to adjust the image size:\n
    6. \n
  6. Reposition the image to select the portion you want to display.
    7. \n
  7. Review the crop preview. The dashed rectangle indicates the portion of the image that will appear on the Marketplace Menu.
    8. \n
  8. After you select Apply, the Edit Image window opens. 
    9. \n
  9. Select Save to apply the image.
    10. \n

The saved image reflects the crop and positioning you selected.

Related Articles

Edit and Manage Marketplace Menu Items

","user_segment_ids":[]},{"id":56449270007059,"url":"https://shift4.zendesk.com/api/v2/help_center/en-us/articles/56449270007059.json","html_url":"https://shift4.zendesk.com/hc/en-us/articles/56449270007059-Use-Payment-Links-in-Shift4-One","author_id":427954128714,"comments_disabled":false,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"upvote_count":0,"downvote_count":0,"section_id":13868976529683,"created_at":"2026-10-15T16:06:42Z","updated_at":"2026-10-19T14:05:48Z","name":"Use Payment Links in Shift4 One","title":"Use Payment Links in Shift4 One","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-10-19T14:05:48Z","user_segment_id":null,"permission_group_id":445533,"content_tag_ids":[],"label_names":[],"body":"

Description: Use Payment Links to request card-not-present payments from customers by email. The customer receives a secure link and pays online. In Shift4 One, you can create, view, check the status of, and deactivate Payment Links.

Overview

Payment Links in Shift4 One simplify payment collection, especially for remote card-not-present payments. You can generate a unique payment URL for a specific transaction and share it with the customer by email. The link takes the customer to a Shift4-hosted payment portal, where they complete the payment in a checkout experience that keeps sensitive cardholder information off your local systems. All payment data is processed in Shift4’s secure environment.

Payment Link Statuses in Shift4 One

Every Payment Link has a status that shows what happened to it. Use the status to see whether the customer paid or whether the link can no longer be used.

\n

Paid

\n

The customer paid the Payment Link.

\n

The payment details appear in the Transaction section, along with the date and time the link was paid. You can also view the payment on the Payment Transactions page in the terminal.

\n

Expired

\n

The Payment Link passed its expiration date without being paid. The customer can no longer use it, and no payment is collected.

\n

The status appears as a badge under the amount. The details card shows who the link was sent to, the date and time it was created, and when it expired.

\n

Deactivated

\n

You deactivated the Payment Link before it was paid. The customer can no longer use it, and no payment is collected.

\n

The status appears as a badge under the amount. The details card shows who the link was sent to, the date and time it was created, when it was due to expire, and when it was deactivated.

\n

Access Payment Links in Shift4 One

Use the hamburger menu to open the Payment Links list.

    \n
  1. Tap on the hamburger menu (3 horizontal lines).
    \n
    2. \n
  2. Tap Payment Links.
    \n
    3. \n
  3. The Payment Link list opens. To create a Payment Link, tap +Create New.
    \n
    4. \n

Create a Payment Link in Shift4 One

Create a Payment Link to email a customer a secure link to pay online.

    \n
  1. On the Payment Link list, tap +Create New.
    \n
    2. \n
  2. \n

    On the Payment Link screen, enter the following:

    \n
    \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
    FieldWhat to enter
    AmountThe amount the customer needs to pay, for example, $100.00.
    EmailThe customer's email address. The Payment Link is sent to this address.
    TitleA short name that tells the customer what the payment is for, for example, \"Reservation Deposit\". The customer sees this title, so make it clear and specific.
    Description(Optional) Extra details, such as the event date, service, or order reference.
    Expire DateThe date the link stops working. If you do not select a date, the link expires after seven days.
    \n
    3. \n
  3. Tap Create & Send.
    \n
    4. \n
  4. The Payment Link is emailed to the customer. You return to the Payment Link list, and the new link appears at the top.
    \n
    5. \n

View a Payment Link in Shift4 One

View a Payment Link to confirm it went to the right customer and to check how long it stays valid.

    \n
  1. On the Payment Link list, tap the Payment Link you want to view.
    2. \n
  2. The details screen shows the following information:
    3. \n
\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
DetailDescription
TitleThe name entered when the link was created, for example \"Reservation Deposit\".
AmountThe amount the customer was asked to pay.
EmailThe email address to which the Payment Link was sent.
Date and time createdThe date and time the Payment Link was created and sent.
Date and time of expirationThe date and time the Payment Link stops working.

The details screen also shows the Payment Link’s status. For what each status means, see the Payment Link Statuses section.

Deactivate a Payment Link in Shift4 One

Deactivate a Payment Link when you no longer want the customer to pay through it, for example, if it was sent in error or the booking was canceled.

    \n
  1. On the Payment Link list, tap the Payment Link you want to deactivate.
    \n
    2. \n
  2. Tap the three-dot menu (⋯) in the upper-right corner.
    \n
    3. \n
  3. Tap Deactivate Link at the bottom of the screen.
    \n
    4. \n
  4. In the confirmation prompt, tap Deactivate. To keep the link active, tap Cancel.
    \n
    5. \n
  5. The message \"Payment link deactivated\" appears, and the link status changes to Deactivated immediately. Customers can no longer pay using the link. The details screen shows the date and time of deactivation.
    \n
    6. \n

For answers to other common questions, such as cost, limits, and receipts, see Payment Link FAQs for Shift4 One.

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template('MindTouch/Controls/PageOverview');

Description: Learn how to apply a cash payment to a guest check and authorize the remaining balance with a credit card in MICROS.

Before You Begin

Before you process a split tender in MICROS, sign in to the MICROS workstation and locate the guest check. Button names and available tender options may vary by site configuration.

Process the Payment

Follow these steps to split a guest check payment between cash and credit in MICROS.

    \n
  1. Sign in to the workstation and select the guest check.
    2. \n
  2. Select PAY.
    \n
    3. \n
  3. Apply the cash amount. Enter 10.00 on the keypad, then select CASH. Confirm that the cash payment appears on the check and that the remaining balance is $28.77 in this example.
    \n
    4. \n
  4. Authorize the remaining credit balance. Select CREDIT AUTH or use the configured card-entry method. Follow the workstation and payment-device prompts, then confirm that the authorization succeeds and the check closes before treating the payment as complete.
    \n
    5. \n

Important: Enter the partial payment amount before selecting its tender key. For this cash-and-credit procedure, enter the cash amount first. Selecting the credit tender without a specified partial amount may attempt to authorize the full remaining balance, depending on the workstation configuration.

Verify the Result

After processing a split tender in MICROS, confirm that the cash amount was applied, the credit authorization completed successfully, and no balance remains due. If authorization fails or the check remains open, follow your location's approved payment-recovery procedure. Do not assume the payment completed.

","user_segment_ids":[]},{"id":56370940201363,"url":"https://shift4.zendesk.com/api/v2/help_center/en-us/articles/56370940201363.json","html_url":"https://shift4.zendesk.com/hc/en-us/articles/56370940201363-Configure-Settings-Lock-for-Kitchen-Display-System","author_id":8709068461971,"comments_disabled":false,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"upvote_count":0,"downvote_count":0,"section_id":16044169314579,"created_at":"2026-10-13T14:42:48Z","updated_at":"2026-10-15T19:12:24Z","name":"Configure Settings Lock for Kitchen Display System","title":"Configure Settings Lock for Kitchen Display System","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-10-15T19:07:31Z","user_segment_id":null,"permission_group_id":445533,"content_tag_ids":[],"label_names":[],"body":"

Description: Learn how to configure the Settings Lock feature on your Kitchen Display System (KDS).

Configure the Settings Lock on the Kitchen Display

    \n
  1. Tap on the gear icon near the bottom left of the screen to open the Settings screen.
    \n
    2. \n
  2. Enable the toggle for Settings Lock from the App Settings section.
    \n
    3. \n
  3. Enter your 4-digit PIN on the keypad. 
    \n
    4. \n
  4. Select Save.
    5. \n
  5. Your Kitchen Display will now require a PIN to be entered every time when accessing Settings.
    6. \n

My Kitchen Display already asks for a PIN. What do I do?

To override the existing PIN, enter 4891, then select Change PIN to set a new one. Once you’ve entered your new PIN, select Save to confirm the change. 

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Description: Learn about the new Online Ordering interface, including how guests sign in, check out, and reorder.

Note: This feature is currently available only for Pilot users.

Overview of the New Online Ordering Interface

The new interface rebuilds the guest ordering flow from sign-in through payment, reducing the steps between opening the menu and placing an order. 

Changes in the New Online Ordering Interface

The new Online Ordering interface changes how guests sign in, order, and check out.

Mobile-First Layout in the New Online Ordering Interface

The new Online Ordering interface is designed first for phones, the device most guests use to order. The new interface also follows WCAG 2.0 accessibility standards.

One-Time Passcode Sign-In in the New Online Ordering Interface

Guests sign in to Online Ordering with a one-time passcode (OTP) sent to their phone or email address. The OTP replaces the email address and password sign-in used in the legacy interface.

Order Again Strip in the New Online Ordering Interface

Returning guests see an Order Again strip on the menu. The strip lets guests repeat a previous order without browsing the full menu.

Apple Pay and Google Pay in the New Online Ordering Interface

Apple Pay and Google Pay are built directly into checkout in the new Online Ordering interface. Guests no longer complete a separate step to pay with either option.

Compare the Legacy and New Online Ordering Interfaces

The following images show the legacy and new Online Ordering interfaces for comparison.

Legacy Online Ordering Interface

New Online Ordering Interface

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Description: Learn how to navigate the menu and manage ticket items faster on Handheld/Handheld+, using swipe gestures and a larger menu grid.

Note: This feature is currently available only for Pilot users. 

Handheld/Handheld+ Order Entry Overview

Order entry on Handheld/Handheld+ supports swipe gestures for faster menu navigation and ticket editing. The menu grid on Handheld/Handheld+ also shows more items per page.

These changes apply only to Handheld/Handheld+. They do not apply to the Workstation or Tablet.

To learn about order entry across all devices, visit Use Order Entry on the Workstation, Handheld, and Tablet for Shift4 Dine.

Swipe to Navigate the Menu on Handheld/Handheld+

Swipe left or right on the menu item grid to move between pages of Departments, Display Groups, and Favorites. You do not need to tap the page buttons.

Swipe a Ticket Item for Quick Actions on Handheld/Handheld+

Swipe a ticket item left or right to reveal quick actions. Tapping a ticket item without swiping still selects or deselects the item.

Duplicate a Ticket Item on Handheld/Handheld+

\"swipe2.png\"

Duplicate adds an identical item to the ticket, including the item's modifiers.

Remove a Ticket Item on Handheld/Handheld+

\"swipe3.png\"

Duplicate adds an identical item to the ticket, including the item's modifiers.

Menu Buttons Per Page on Handheld/Handheld+

The menu grid on Handheld/Handheld+ shows more buttons per page than before. The following table lists the number of menu buttons per page for each device.

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
DeviceButtons Per PagePrevious Buttons Per Page
Handheld18 (6×3)12 (4×3)
Handheld+15 (5×3)12 (4×3)

In short, the menu grid shows 18 buttons per page on Handheld and 15 on Handheld+.

FAQs

Do the swipe gestures and larger menu grid change anything on the Workstation or Tablet?

No. The swipe gestures and larger menu grid apply only to Handheld/Handheld+.

Can I still use the item-level options to duplicate or remove ticket items on Handheld/Handheld+?

Yes. You can still use the item-level options to duplicate or remove ticket items. Swiping adds another way to access the Duplicate and Remove quick actions. 

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Description: Learn how to add missing beverages, skip the check, and use a manager override when a ticket is missing a beverage for a guest in Shift4 Dine.

Note: This feature is currently available only for Pilot users. 

Beverage Check by Guest Count Usage Overview

Beverage Check by Guest Count in Shift4 Dine blocks a server from sending a check when any numbered guest seat does not have a qualifying beverage. Shift4 Dine evaluates the check each time a server taps Send or Send & Continue on the Workstation, Tablet, or Handheld/Handheld+, and displays the Missing Beverages dialog when a numbered seat is missing a beverage.

Beverage Check by Guest Count never applies to the table seat. Items assigned to the table seat do not count toward a beverage requirement, and the table seat does not require a beverage.

Requirements to Use Beverage Check by Guest Count

Resolve a Blocked Send by Adding Missing Beverages

    \n
  1. Add items to the ticket and assign them to guest seats as usual on the Workstation.
    2. \n
  2. Tap Send or Send & Continue.
    3. \n
  3. If one or more numbered seats lack a qualifying beverage, the Missing Beverages dialog appears with the message \"Each guest seat must have a beverage before the order can be sent.\"
    4. \n
  4. Tap Go Back & Edit to return to the check.

    \n
    5. \n
  5. Add the missing beverages, then resend the check.
    6. \n

Skip Beverage Check from the Missing Beverages Dialog

    \n
  1. On the Missing Beverages dialog, tap Skip.
    2. \n
  2. If you have the Skip Beverage Check permission, the send proceeds immediately.
    3. \n
  3. If you do not have the Skip Beverage Check permission, Shift4 Dine routes you to the manager override screen.
    4. \n

Use a Manager Override for Beverage Check by Guest Count

    \n
  1. When the manager override screen appears, have a manager enter their PIN or swipe their card. The override screen displays \"Skip Beverage Check\" as the allowed action.
    2. \n
  2. After the manager is authenticated, the send proceeds.
    3. \n

A manager override applies only to the current send attempt. If a server sends the check again without adding the missing beverages, Shift4 Dine checks the seats again, and the Missing Beverages dialog reappears.

FAQs

What happens when guests share one beverage, such as a bottle of wine, across multiple seats?

Shift4 Dine evaluates each seat independently, and a single beverage item satisfies the requirement for only one seat. For a shared bottle, use Skip or a manager override, or order the bottle on an order type that does not enforce Beverage Check by Guest Count. The server can also add other qualifying beverages, such as water, to each seat, as long as each item is flagged as Counts as Beverage.

Does an item assigned to the table seat count toward a guest's beverage requirement?

No. Beverage Check by Guest Count excludes the table seat on both sides. Items assigned to the table seat do not count toward any numbered seat, and the table seat does not require a beverage.

Does the Missing Beverages dialog show which seat is missing a beverage?

No. The Missing Beverages dialog confirms that the beverage requirement was not met, but does not list specific seat numbers.

Why does the check still block the send after a server adds a beverage?

Each numbered seat needs its own qualifying beverage. A seat with two beverages does not cover another seat that has none. Confirm that a beverage item flagged as Counts as Beverage is assigned to every numbered seat.

Does a manager override stay active for the rest of the check?

No. A manager override applies only to the specific send attempt. If a server sends the check again later without the required beverages, Shift4 Dine checks the seats again, and the Missing Beverages dialog reappears.

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Description: Learn how to require a beverage for every guest on a check before it can be sent in Shift4 Dine.

Note: This feature is currently available only for Pilot users. 

Beverage Check by Guest Count Setup Overview

Beverage Check by Guest Count in Shift4 Dine requires every numbered guest seat on a check to have at least one qualifying beverage before a server can send the ticket.

Setting up Beverage Check by Guest Count has three parts. Each part is available in Shift4 Dine Customer Hub, Shift4 Customer Hub Location Management, and directly on the Workstation for Shift4 Dine:

When Beverage Check by Guest Count is enabled, Shift4 Dine checks each numbered guest seat for a qualifying beverage when a server taps Send or Send & Continue on the Workstation, Tablet, or Handheld/Handheld+. If any numbered seat is missing a beverage, Shift4 Dine blocks the send and displays the \"Missing Beverages\" dialog. To learn what servers and managers see when a send is blocked, see Use Beverage Check by Guest Count in Shift4 Dine.

Beverage Check by Guest Count never applies to the table seat. Items assigned to the table seat do not count toward a beverage requirement, and the table seat does not require a beverage.

Requirements for Beverage Check by Guest Count Setup

Beverage Check by Guest Count Settings Summary

The following table lists where each Beverage Check by Guest Count setting is configured and what each setting controls.

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
SettingApplies ToWhat the Setting Controls
Require Beverage Per SeatOrder typeEnables or disables beverage enforcement for the order type.
Counts as BeverageMenu itemIdentifies the item as a qualifying beverage for a seat.
Skip Beverage CheckEmployee or jobAllows the employee to skip the check without a manager override.

Require Beverage Per Seat turns on Beverage Check by Guest Count for an order type. Counts as Beverage identifies which items satisfy the requirement. Skip Beverage Check allows an employee to skip the requirement without a manager override.

Turn On Require Beverage Per Seat

Turn on Require Beverage Per Seat for each order type where you want Shift4 Dine to enforce Beverage Check by Guest Count. Enforcement is off by default for every order type.

Turn On Require Beverage Per Seat in Shift4 Dine Customer Hub

    \n
  1. Log in to the Customer Hub and go to Order Type settings.
    2. \n
  2. Select the order type you want to enforce, such as Dine-In.
    3. \n
  3. Turn on Require Beverage Per Seat.
    \n
    4. \n
  4. Select Save.\n
    5. \n

Turn On Require Beverage Per Seat in Shift4 Customer Hub Location Management

    \n
  1. Log in to Customer Hub Location Management and go to Order Type settings at the enterprise level or for an individual location.
    2. \n
  2. Turn on Require Beverage Per Seat for the order type.
    \n
    3. \n
  3. Select Save.
    4. \n
  4. Publish your changes to apply them to the Workstation.
    5. \n

Turning on Require Beverage Per Seat at the enterprise level applies the setting to all locations by default. Turning on Require Beverage Per Seat at an individual location overrides the enterprise default for that location only.

Turn On Require Beverage Per Seat on the Workstation

    \n
  1. Log in to the Workstation.
    2. \n
  2. Go to Manager > Settings > Order Types.
    3. \n
  3. Tap the order type and turn on Require Beverage Per Seat.
    \n
    4. \n
  4. Tap Save.\n
    5. \n

Flag Items as Counts as Beverage

Flag each menu item that should satisfy the beverage requirement with Counts as Beverage, such as beers, wines, cocktails, soft drinks, coffee, and other beverages.

If a combo includes a standard item flagged as \"Counts as Beverage,\" that item satisfies the beverage requirement for the seat to which the combo is assigned.

Flag Items as Counts as Beverage in Customer Hub or Customer Hub Location Management

    \n
  1. Go to the item's settings.
    2. \n
  2. Turn on Counts as Beverage and Save.

    \n
    3. \n
  3. If you use Shift4 Customer Hub Location Management, publish your changes to apply them to the Workstation.
    4. \n

Flag Items as Counts as Beverage on the Workstation

Use this method only for sites that do not use Shift4 Customer Hub Location Management.

    \n
  1. Go to Manager > Settings > Menu > Items and tap the item.
    2. \n
  2. Turn on Counts as Beverage.
    \n
    3. \n
  3. Tap Save.
    4. \n

Grant the Skip Beverage Check Permission

Grant the Skip Beverage Check permission to roles you trust to bypass Beverage Check by Guest Count without a manager override.

Grant the Skip Beverage Check Permission in Shift4 Customer Hub or Shift4 Customer Hub Location Management

    \n
  1. Go to the employee or job permission settings at the location level. Employee and job permissions are not editable at the enterprise level.
    2. \n
  2. Turn on Skip Beverage Check for the role or employee.
    \n
    3. \n
  3. Select Save.
    4. \n
  4. If you use Shift4 Customer Hub Location Management, publish your changes to apply them to the Workstation.
    5. \n

Grant the Skip Beverage Check Permission on the Workstation

    \n
  1. Log in to the Workstation.
    2. \n
  2. Go to Manager > Settings > Employees and tap the employee or job.
    3. \n
  3. Tap Skip Beverage Check to move the permission to Allowed Permissions.
    \n
    4. \n
  4. Tap Save.\n
    5. \n

FAQs

Does Beverage Check by Guest Count apply to takeout, delivery, or other non-dine-in order types?

Beverage Check by Guest Count applies to an order type only if you turn on Require Beverage Per Seat for that order type. Enforcement is off by default for every order type, so you control exactly where Beverage Check by Guest Count applies.

What happens to Beverage Check by Guest Count if a server changes the order type on an open check?

If the new order type does not have Require Beverage Per Seat turned on, Shift4 Dine stops enforcing Beverage Check by Guest Count for that check. To prevent employees from changing order types, remove the Change Order Type permission from their employee permissions.

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Description: Learn how to enable the AppFront integration, manage AppFront integration settings, and configure loyalty settings on the Workstation and Handheld.

Note: AppFront Loyalty is currently available only to Pilot users. If you are interested in joining the pilot, please reach out to your Shift4 rep.

Platform Support for AppFront Loyalty in Shift4 Dine

AppFront Loyalty is available on the following Shift4 Dine platforms:

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
PlatformLookupEnrollmentPoint AccrualReward Redemption
WorkstationYesYesYesYes
Customer-facing DisplayYesYesYesNo
HandheldYesYesYesYes
Online OrderingNoNoNoNo

Enable the AppFront Integration in the Shift4 Dine Customer Hub

You enable the AppFront integration for each location in the Marketplace in the Customer Hub. If you operate multiple locations, enable the integration separately for each location that uses AppFront Loyalty with Shift4 Dine.

    \n
  1. Sign in to Customer Hub, then select Marketplace.
    2. \n
  2. Locate AppFront Loyalty.
    3. \n
  3. Select the location where you want to enable the integration.
    4. \n
  4. Select Install.
    5. \n

AppFront completes the remaining setup. When setup is complete, a green check mark appears to confirm that the integration is installed and ready to use.

Configure AppFront Loyalty Settings on the Workstation

All loyalty settings for Shift4 Dine are located at Manager > Settings > Business > Loyalty.

Enable Loyalty Prompt Setting on the Workstation and Handheld

The \"Enable Loyalty Prompt\" setting controls whether the Workstation automatically prompts the cashier to look up a loyalty member. This setting is off by default.

When the setting is off:

When the setting is on, choose when the loyalty member lookup dialog should appear:

Select Save after choosing an option.

Next Steps for AppFront Loyalty

For instructions on looking up members, applying rewards, and processing refunds, see Process AppFront Loyalty Transactions in Shift4 Dine.

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Description: Learn how to enable the Como integration, manage Como integration settings, and configure loyalty settings on the Workstation and Handheld.

Note: Como Loyalty is currently available only to Pilot users. If you are interested in joining the pilot, please reach out to your Shift4 rep.

Como Loyalty Platform Support in Shift4 Dine

Como Loyalty is available on the following Shift4 Dine platforms:

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
PlatformLookupEnrollmentPoint AccrualReward Redemption
WorkstationYesYesYesYes
Customer-facing DisplayYesYesYesNo
HandheldYesYesYesYes
Online OrderingNoNoNoNo

Enable the Como Integration in the Shift4 Dine Customer Hub

The Como integration is enabled per location in the Marketplace in the Customer Hub. If you operate multiple locations, enable the integration separately for each location that uses Como Loyalty with Shift4 Dine.

    \n
  1. Sign in to Customer Hub, then select Marketplace.
    2. \n
  2. Locate Como.
    3. \n
  3. Select the location where you want to enable the integration.
    4. \n
  4. Select Install.
    5. \n

Como completes the remaining setup. When setup is complete, a green check mark appears to confirm that the integration is installed and ready to use.

Configure Como Loyalty Settings on the Workstation

All loyalty settings for Shift4 Dine are located at Manager > Settings > Business > Loyalty.

Enable Loyalty Prompt Setting on the Workstation and Handheld

The \"Enable Loyalty Prompt\" setting controls whether the Workstation automatically prompts the cashier to look up a loyalty member. This setting is off by default.

When the setting is off:

When the setting is on, choose when the loyalty member lookup dialog should appear:

Select Save after choosing an option.

Next Steps for Como Loyalty

For instructions on looking up members, applying rewards, and processing refunds, see Process Como Loyalty Transactions in Shift4 Dine.

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Description: Learn how to connect your AppLab loyalty program to Shift4 Dine, manage AppLab integration settings, and configure loyalty settings on the Workstation and Handheld.

Note: AppLab Loyalty is currently available only to Pilot users. If you are interested in joining the pilot, please reach out to your Shift4 rep.

AppLab Loyalty Platform Support in Shift4 Dine

AppLab Loyalty is available on the following Shift4 Dine platforms:

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
PlatformLookupEnrollmentPoint AccrualReward Redemption
WorkstationYesYesYesYes
Customer-facing DisplayYesYesYesNo
HandheldYesYesYesYes
Online OrderingNoNoNoNo

\nEnable the AppLab Loyalty Integration in the Shift4 Dine Customer Hub\n

You enable the AppLab Loyalty integration for each location in the Marketplace in the Customer Hub. If you operate multiple locations, enable the integration separately for each location that uses AppLab Loyalty with Shift4 Dine.

    \n
  1. Sign in to Customer Hub, then select Marketplace.
    2. \n
  2. Locate AppLab Loyalty.
    3. \n
  3. Select the location where you want to enable the integration.
    4. \n
  4. Select Install.
    5. \n

AppLab (Real Time Ordering) completes the remaining setup. When setup is complete, a green check mark appears to confirm that the integration is installed and ready to use.

Configure AppLab Loyalty Settings on the Workstation

All loyalty settings for Shift4 Dine are located at Manager > Settings > Business > Loyalty.

Enable Loyalty Prompt Setting on the Workstation and Handheld

The Enable Loyalty Prompt setting controls whether the Workstation automatically prompts the cashier to look up a loyalty member. This setting is off by default.

When the setting is off:

When the setting is on, choose when the loyalty member lookup dialog should appear:

Select Save after you choose an option.

Next Steps for AppLab Loyalty

For instructions on looking up members, applying rewards, and processing refunds, see Process AppLab Loyalty Transactions in Shift4 Dine.

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