End of Day Settings for SkyTab POS

Description: Our platform's latest updates aim to streamline your End of Day processes by integrating new enhancements with existing features. This guide is designed to walk you through these updates, providing instructions, tips, and insights to enhance your business operations.

• Setting Your End of Day Time
• Accessing Deposit Funding Times
• SkyTab POS
• Customizing Your Weekly Reporting Start Day
• Streamlining Dashboard Settings
• Simplifying Time Zone Management in Reports
• FAQs
• Conclusion

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Setting Your End of Day Time

1. Accessing the Feature: Log into Lighthouse and select Location to find the Business Settings tab.

2. To Edit: Within the 'End of Day Closure Hour' section, choose the time that best suits your business needs. This crucial setting directly impacts your auto batch processing timing, typically within one hour of your chosen closure time. Please note that changes to this setting will be implemented within 24 hours, potentially resulting in a one-day delay in your funding schedule.

3. Detailed Step-by-Step Instructions:

   1. Login to Lighthouse.
   2. Navigate to Location > Business Settings.
   3. Choose your 'End of Day Closure Hour' from the dropdown menu. 
   4. Select Save to apply changes.

Accessing Deposit Funding Times

1. Instant Visibility: Your transaction funding times, including options for Same Day Funding (00), 48 Hour Funding (48), and 24 Hour Funding (24), are prominently displayed for easy reference. This feature lets you quickly determine when today's earnings will be accessible, providing clear insight into your available funding options.
2. Troubleshooting Tip: Funding times are not displaying correctly.
   • Solution: Contact support for help with adjustments.

SkyTab POS

Start of Day

The POS Start of Day time is how the 24-hour day is measured in the software. This time should always match the End of Day Closure Hour to ensure the reporting balances. This time is shown here but can be edited through the software using Manager > Settings > Business > General.

POS Pay Period

As with this Start of Day time, this is to help ensure the reporting is understood so it shows the pay period set on the POS.

Customizing Your Weekly Reporting Start Day

Setup Process: Navigate to Business Settings and locate Reporting Configurations to specify a start day for weekly reporting that aligns with your business cycle. This configuration establishes the reporting week for all users associated with the location, not just the individual adjusting. This ensures consistency in data and reporting across your entire team.

Streamlining Dashboard Settings

Unified Management

• All user settings, including Dashboard Layout, are now under the 'Account' page.

Simplifying Time Zone Management in Reports

1. The time zone setting for reports is determined by the first location selected, which typically defaults to your primary location. To modify the report's time zone, users must clear all locations from the dropdown menu in the report configuration and then select their desired location as the primary one. This action establishes the selected location's time zone as the standard for the entire report, ensuring all data is presented in that specific time zone.

2. Automated Adjustments and Clarity: The system automatically aligns the report's time zone with that of your designated primary location. This setting is visible within the location selector and the reports themselves, offering straightforward insight into the time zone governing your report data. This ensures consistency and accuracy in how time-based information is displayed across your reports.

   • Use Cases Managing Multiple Time Zones: For a business operating across EST and CST, setting the primary location to CST ensures all reports align with this time zone, simplifying data analysis.

FAQs

Can multiple users change the 'End of Day Closure Hour' for a single location?

Yes, multiple admin users can adjust the 'End of Day Closure Hour.' However, the most recent change will override any previous settings, so it's advisable to coordinate changes within your team.

How does changing the weekly reporting start day affect our reports?

Adjusting the weekly reporting start day redefines the beginning of your reporting week across all users at your location, ensuring data consistency in your reports. This change aligns all generated reports with your chosen start day for cohesive data analysis.

Will changing the time zone affect historical data?

Changing the time zone setting will not alter historical data but will adjust the display of times in your reports as we advance. Select the appropriate time zone to match your operational location for accurate reporting.

How do time zone adjustments impact reporting for locations in different time zones?

Time zone adjustments are based on your primary selected location. Reports will reflect the time zone of this primary location, ensuring uniformity across reports even if your business operates in multiple time zones. This is crucial for accurate, consolidated reporting across all locations.

What happens if there's a discrepancy in the reporting start day among users?

The reporting start day setting applies to all users at the location, ensuring uniformity in weekly reports. If discrepancies arise, it may be due to individual user settings or errors in selection. Reconfirm the configured start day in 'Business Settings' to ensure alignment across all users.

Conclusion

This guide aims to enhance your understanding and use of our platform's new features, designed to streamline your End of Day processes. For further assistance or more detailed instructions, our support team is ready to help.