The Account Transfers report shows a list of receipts that were transferred from one account to another. Account transfers most commonly are used to track orders that were paid for by another table or when an item was mistakenly assigned to the wrong table, then fixed with a transfer. Use the Account Transfers report to see all occurrences of an order being transferred. For more information, see our article, Transferring items and orders to other tables.

Accessing the Account Transfers report

To access and generate the Account Transfers report:

1. Log in to the Back Office with your Lightspeed Restaurant credentials.
2. Select Reports > Reports from the navigation bar. 
3. Click Account Transfers in the Order Reports section. 
   

By default, the Account Transfers report will show all transactions processed that day. Optionally, you can set the time period of the report by using the arrows and calendar icon in the upper-right corner.

Searching, filtering, and exporting transactions

Search for specific transactions or filter results with the following options in the Transactions report:

Searching for transactions

1. Use the Search field to find particular transactions. Searchable information includes Account name, Amount, Created by, Paid to, Device, Account, and Reference.
2. (Optional) Use the Show _ entries drop-down menu to choose how many transactions should appear on a single page.
3. (Optional) Sort transactions by column by clicking the column header once for ascending order or twice for descending.

Filtering transactions

1. Use the filter drop-down to find transactions tagged with configuration tags.
2. Optional: Use the Show _ entries drop-down menu to choose how many transactions should appear on a single page.
3. Optional: Sort transactions by column by clicking the column header once for ascending order or twice for descending.

Exporting transactions

With Lightspeed Restaurant, you can export your reports as a CSV for simple record keeping. 

To download a report:

1. Click Export Transactions CSV.
2.  Select your device (Mac or PC).
3. Click Export.

Printing receipts

To print one or more receipts, select the receipt(s) using the checkbox in the same row and click Print selected receipts.

Adding a transaction

Manually add an unlisted transaction or correct an erroneous one by recreating it.

1. From the Account Transfers report, click Create a new transaction.
2. Specify the Description, Amount, Payment method, Transaction Owner, and Accounting group
3. (Optional) Include Tip, Payment method for gratuity, and Available tags.
4. Click Create Transaction.
5. Since you’re modifying past sales data, enter a meaningful reason for the change.
6. Click Confirm to finish.
7. Click Reload data to refresh the listed receipts. Accounts created in the back office appear in yellow, with BackOffice listed as the device.

Viewing and managing account details

Click on any receipt from the Account Transfers report to see more details. From here, you can perform various actions and see more information specific to your chosen transaction.

Account Transfers actions

• Print Receipt: Prints a single copy of the receipt. If no printer is connected, it downloads a PDF version of the receipt.
• Email Receipt: Emails a copy of the receipt to the attached customer. This option only appears if a customer is attached to the sale.
• Save to text: Downloads a text file that includes information from both the Journal and Prints views.
• Journal (view): Displays an event log tracking all actions performed on the selected check.
  Click an event from the list to see more details.
• Prints (view): Shows all printed versions of the chosen receipt, including production tickets sent to the kitchen or bar.

What's next?