Venue Status Report

The Venue Status Report puts every venue's week on one screen: whether it's locked or paid, whether the bank file and payout emails have gone, whether it's in a pay run, and anything that needs fixing first. You can also act on many weeks at once from here. It's in the admin view: Reports, then Venue Status Report.

FiltersOpen the issue

One row per venue per week. The Sippin' Snail's week of 14 Sep is Paid, in pay run PR-007, and its bank file has been downloaded. No payout email has gone out.

The report opens on last week, Monday to Sunday, for every active venue.

Choose the venues and weeks

Choose Filters. A number beside it means something is narrowing the report.

Filter	What it does
Venues	The venues to include, marked F for frontline and D for dependent.
Status	All, Paid, Locked or In progress.
Weeks	The first and last day. Only a Monday can start the range and only a Sunday can end it.

Nothing changes until you choose Apply. The round arrow at the right of the toolbar, Load the report again, reloads it. Loaded 10:40 AM beside it says when it last loaded.

Reading a row

Column	What it tells you
Venue	F is a frontline venue, D a dependent one.
Week	The Monday the week starts. Select it to open that week's tip sheet.
Distributed	The tips shared out that week.
Staff	How many people have a share that week.
Status	In progress Locked Paid See Lock, pay and unlock a week.
Pay run	The pay run the week is in, such as PR-007, or a dash.
ABA	Downloaded once someone has downloaded a bank file for the week. Point at it to see who and when. Only shows if your business pays by bank file.
Emails	Sent once the payout emails have gone. Point at it to see who sent them and when.
Issues	How many things need attention, such as 1 issue.
Paid from	The BSB over the account number the venue's bank file pays from. The arrows beside the heading swap it for the account's name.

Total, at the foot, adds up Distributed for every row in the report.

Issues

Select 1 issue (or however many) to see what's wrong. A box opens with the venue and week.

Issue	What it means, and what to do
staff member(s) with Incoming/Inactive status have approved timesheets	Someone worked that week but isn't Active, so they earn nothing. If they should be paid, approve them before the week is locked. See Approve new starters.
staff member(s) missing bank details	These people have no bank details, and the bank file won't download until they do. Their names are listed. See Bank details.
Venue missing bank account details	The account the venue pays from isn't set up, so there's no bank file. See Paying tips.
No payout channel is enabled for this business	Your business is set up neither for bank files nor for paying through Tanda or Humanforce. Contact Tip Sheet support.
Venue is in a country with no bank file	A New Zealand venue can only be paid through Tanda or Humanforce, and that isn't turned on for your business. Contact Tip Sheet support.

Act on several weeks at once

1. Tick the weeks. The box in the heading ticks every row. The arrow beside it, Tick by kind of venue, has Tick frontline venues and Tick dependent venues.

   

2. Choose Bulk actions. It appears beside 2 selected, with the total of the weeks you've ticked, once something is ticked.

Then Bulk actions

3. Choose the action.

   

4. Tip Sheet asks you to confirm. The button names what it will do, and Cancel closes the box without doing anything.

Actions that don't fit the weeks you've ticked are greyed out. With only locked weeks ticked, for example, Lock is greyed out and Unlock isn't.

Action	What it does
Lock	Locks each ticked week, as Lock does on the tip sheet.
Unlock	Puts each week back to In progress.
Mark as Paid	Marks locked weeks as paid.
Revert to Locked	Takes paid weeks back to Locked.
Send Payout Emails	Sends each week's payout emails to staff, as Send Payout Email does on the tip sheet.
Download ABA Files	Downloads a bank file for each week. Only shows if your business pays by bank file.
Add to Pay Run	Adds locked weeks to a pay run. Paid and in-progress weeks can't be added.
Remove from Pay Run	Takes the ticked weeks out of their pay run.

If some weeks can't be changed, Tip Sheet changes the rest and lists the ones it couldn't, with the reason.

Locking here skips the tip sheet's checks

Locking from the tip sheet warns you about unapproved timesheets before it locks. Locking from this report doesn't. Check Issues first, and see Before you lock.

Unlocking can change what people were paid

Unlocking here does the same as unlocking on the tip sheet. The week is recalculated, payout emails already sent stop working, and tips pushed to Tanda or Humanforce are taken back out. See Unlock a week.

Lock and Unlock won't run if any ticked week is in a pay run: Cannot lock as one or more selected Tip Sheets are included in a Pay Run. Remove it from the pay run first, or untick it.

Send payout emails

Everyone on each ticked week with tips and an email address gets their payout email. It works the same as sending from the tip sheet: sending again replaces the links in earlier emails. See Send the payout emails.

Download bank files

You get one bank file per week, together in a zip file. Unlike the tip sheet, there's no box for the description and reference: each file uses the wording saved for its venue. Downloading here doesn't mark the weeks paid; use Mark as Paid once the bank has paid.

If any week has a problem, such as someone with no bank details, nothing downloads. Tip Sheet lists every problem so you can fix them and try again.

Add to a pay run

Add to Pay Run opens a box, Add Tip Sheet to Pay Run, listing the pay runs the weeks can go into, with Create New Pay Run if there isn't one. If you ticked weeks that aren't locked, Tip Sheet lists them first and offers to carry on with the locked ones, as Add the 2 locked. See Create a pay run.

Who can do what

To	Permission
Open the report	Access venue reports. It covers only the venues the person is assigned to.
Lock	Can lock tip period
Unlock	Can unlock tip period
Mark as Paid	Can mark tip period as Paid
Revert to Locked	Can mark tip period as Unpaid
Send Payout Emails	Can send payout email to employees, at every venue ticked
Download ABA Files	Can download aba file from Tip Sheet, at every venue ticked
Add to or remove from a pay run	Manage Pay Runs. Without it, the two options are greyed out.

An option that's greyed out, with a message when you point at it, means your role doesn't include it. See What each permission controls.