Description: The Accounting Settings on SkyTab POS allow you to create and edit financial information within the system, including Revenue Class, Taxes, and Surcharges. To access the Account Settings from the Order Entry screen, navigate to Manager > Settings and select the Accounting icon.

To watch more how-to videos, visit our video section.

Create or Edit Revenue Classes

To create or edit a revenue class:

Navigate to Manager > Settings > Accounting.
Select the Revenue Classes tab.
To create a new revenue class, tap Add New Revenue Class in the lower left, fill out the fields, and tap Save.
To edit an existing revenue class, select it from the list on the left side of the screen, make the proper adjustments, and tap Save to commit the changes.

Delete or Remove Revenue Classes

Note: SkyTab POS software is not capable of deleting or removing revenue classes from the menu once they are added to the POS system. The only way to remove or delete revenue classes from the menu is to make them inactive.

To deactivate the Revenue Class, proceed with the following steps:

Navigate to the Manager > Settings > Accounting > Revenue Classes. Select the revenue class that needs to be deactivated from the left side menu by pressing on it.
Slide the Active toggle OFF on the top middle of the screen.
Note: Make sure that Revenue Class has no active items, surcharges, and/or gratuities assigned to it. Otherwise, the POS System will not let the Revenue Class be deactivated and will give the error below.
Press the blue Save button at the bottom right corner.

Terminology

Active: Toggle to the right to activate, toggle to the left to deactivate.

Name (required): Descriptively name the information within the segment (i.e., Beer, Liquor, Non-Tax, etc.).

Assign Taxes: Taxes assigned to the revenue class.

Class Is All Alcohol: Control if the items assigned to this revenue class are considered liquor.

Items Count as Non-Sales Revenue: Count these items toward total sales.

Duplicate: Copy the current revenue class with a new, unique name to save time when creating similar classes.

Create or Edit Taxes

To watch more how-to videos, visit our video section.

To create or edit taxes within the system:

Navigate to Manager > Settings > Accounting.
Select the Taxes tab.
To create a new tax, tap Add New Tax in the lower-left corner of the screen, fill out the fields, then tap Save.
To edit an existing tax, select the tax from the list on the left side of the screen, make the proper adjustments, and tap Save to commit the changes.

Delete or Remove Taxes

Note: SkyTab POS software is not capable of deleting or removing taxes from the menu once they are added to the POS system. The only way to remove or delete taxes from the menu is to make them inactive.

To deactivate the tax, proceed with the following steps:

Navigate to the Manager > Settings > Accounting > Taxes. Select the tax that needs to be deactivated from the left side menu by pressing on it.
Slide the Active toggle OFF on the top middle of the screen.
Press the blue Save button at the bottom right corner.

Terminology

Active: Toggle to the right to activate, toggle to the left to deactivate.

Name (required): Descriptively name the tax within the segment (i.e., Beer, Liquor, Non-Tax, etc.).

Assign Items: Items assigned to the tax type.

Filter Tax by Order Type (optional): This allows you to apply a tax to a specific order type.

Amount (required): Determine if this is based on a percentage (%) of the price or a flat fee ($).

Never display tax on ticket (Hidden Tax): Determine if the tax is included in the price or is an additional charge.
Print Separate from Tax Total: Prints the alcohol tax as a separate line item instead of combining it with the normal tax on guest tickets and receipts.

When Ticket Is All Alcohol: Determine what happens if every item on the ticket is “alcohol.”

Do not apply tax
Hide tax from ticket

Duplicate: Copy the currently selected tax with a new, unique name to save time when creating similar taxes.

Create or Edit Surcharges

To watch more how-to videos, visit our video section.

To create or edit Surcharges within the system:

Navigate to Manager > Settings > Accounting.
Select Surcharges.
If you are creating a new surcharge, tap Add New Surcharge in the lower-left corner of the screen, fill out fields, and tap Save.
If you are editing an existing surcharge, select the surcharge from the list on the left side of the screen, make the proper adjustments, and tap Save to commit the changes.

Delete or Remove Surcharges

Note: SkyTab POS software is not capable of deleting or removing surcharges from the menu once they are added to the POS system. The only way to remove or delete surcharges from the menu is to make them inactive.

To deactivate the surcharge, proceed with the following steps:

Navigate to the Manager > Settings > Accounting > Surcharges. Select the surcharge that needs to be deactivated from the left side menu by pressing on it.
Slide the Active toggle OFF on the top middle of the screen.
Press the blue Save button at the bottom right corner.

Terminology

Active: Toggle to the right to activate, toggle to the left to deactivate.

Name (required): Descriptively name the tax within the segment (i.e., Beer, Liquor, Non-Tax, etc.).

Important: Order Type and Items are mutually exclusive. Only one or the other may be used on a single Surcharge.

Apply Surcharge to Order Type: Apply a Surcharge for the default order type (Dine In, Bar, Pickup, Delivery, etc.).

Assign Items: Items assigned to the surcharge.

Revenue Class (required): Choose one of the preprogrammed options from the dropdown list of revenue classes

Amount (required): When assigning an amount to a Surcharge, select either the % or $ to determine whether this is based on a percentage of the base ticket price or a flat fee; enter a valid percent or dollar amount into the field.

Use gross instead of net: Control if the Surcharge is based on the gross or net ticket price.

Duplicate: Create a copy of the currently selected Surcharge; the copy will need to be given a new name, as you cannot have two fees with the same name. Use this feature to save time when creating a similar Surcharge.

Create or Edit Gratuities

To watch more how-to videos, visit our video section.

To create or edit gratuities within the system:

Navigate to Manager > Settings > Accounting.
Select Gratuities.
If you are creating a new gratuity, tap Add New Gratuity in the lower-left corner of the screen, fill out the fields, and tap Save.
If you are editing an existing gratuity, select the gratuity from the list on the left side of the screen, make the proper adjustments, and tap Save to commit the changes.

Delete or Remove Gratuities

Note: SkyTab POS software is not capable of deleting or removing gratuities from the menu once they are added to the POS system. The only way to remove or delete gratuities from the menu is to make them inactive.

To deactivate the gratuity, proceed with the following steps:

Navigate to the Manager > Settings > Accounting > Gratuities. Select the gratuity that needs to be deactivated from the left side menu by pressing on it.
Slide the Active toggle OFF on the top middle of the screen.
Press the blue Save button at the bottom right corner.

Terminology

Active: Toggle to the right to activate, toggle to the left to deactivate.

Gratuity Name (required): Descriptively name the gratuity within the segment.

Revenue Class (required): Choose one of the preprogrammed options from the dropdown list of revenue classes.

Apply Automatically When Guest Count Is: Control if gratuity is automatically added based on the guest number entered.

Amount (required): Determine if this is based on a percentage (%) of the price or a flat fee ($).

What Can We Help You With?

Use Accounting Settings on SkyTab POS

Create or Edit Revenue Classes

Delete or Remove Revenue Classes

Terminology

Create or Edit Taxes

Delete or Remove Taxes

Terminology

Create or Edit Surcharges

Delete or Remove Surcharges

Terminology

Create or Edit Gratuities

Delete or Remove Gratuities

Terminology

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