Managing tax rates & accounting preferences

Setting accounting & tax information

Properly setting up your accounting and tax information ensures accurate reporting and compliance with local regulations. This guide will walk you through configuring tax rates and setting up financial preferences to keep your records accurate. Please contact support for assitance by submitting a ticket above.

Log into the Menu Manager

1. Go to the Menu Manager. 
2. Enter your credentials and login.

Access the item settings

1. Navigate to your menu and locate the item you want to configure.
2. Click on the three grey dots on the right side associated with the item to open its settings.

Set the accounting category

1. Select the appropriate accounting category for the item. (It will be associated with JDE categories, i.e. Food, Beer, Liquor)
   • If unsure, contact support for guidance.

Configure tax settings

1. Choose the HST rebate option if applicable.
2. Enable tax exemption if required.
   • For assistance with tax settings, contact support.