Venue profile
The first tab when you open a venue in the admin view: Venues, choose the venue, then Venue Profile. It holds who the venue is and how its staff are paid their tips.
Edit one section at a timeBank numbers are blurred here. On screen you see them in full.
The page has three sections: Details, Paying tips and the Danger zone. To change Details or Paying tips, choose its Edit. The section opens as a form with Cancel and Save at its foot, and only that section changes when you save.
If you move away from a section with changes you haven't saved, a bar at the bottom says You have unsaved changes to … and offers Keep editing, Discard or Save.
Changing the profile takes permission to manage the venue profile. Without it there's no Edit, and Paying tips reads How this venue pays is hidden: seeing it takes permission to update the venue's profile.
Details
| Field | Notes |
|---|---|
| Logo | Frontline venues only, and they need one. Replace or Remove it here. PNG, JPG or SVG, up to 2 MB. |
| Venue name | As staff know it. It heads their payout reports, and it must be different from every other venue in the business. |
| Timezone | Fills in from the address. Each day and tip period starts at midnight here, so a late tip or shift lands on the right day only if it's right. |
| Address | Frontline venues only: Street address, Unit, shop or level (optional), Suburb, State, Postcode, Country. |
A dependent venue has only a name and a timezone. It has no address or logo of its own.
Paying tips
How this venue's staff get their tips. Tip Sheet works out everyone's share either way. A bank file also pays it: each pay period Tip Sheet makes one ABA file that you upload to your bank. Choose Edit to change how the venue pays.
There is no bank file for New Zealand, so Paying tips doesn't appear for a New Zealand venue.
- Frontline venue
- Dependent venue
How does this venue pay its staff their tips?
- With a bank file: Tip Sheet makes an ABA file that pays everyone from this venue's account.
- Another way: no bank details. You pay staff by hand, or however you do today. The section then offers Pay with a bank file if you change your mind.
Does this venue pay out tips to staff?
- Yes: it pays its own staff. Then How does it pay them? With a bank file, or Another way (through payroll, in cash, or however you pay today).
- No: it just holds back tips from frontline venues' payouts. Then What happens to the tips? Leave them in each frontline venue's account, or Move them to another account (its Account name, BSB and Account number).
Answering No makes it a withholding venue, shown beside its name at the top of every tab. It has no bank file of its own and can't be part of a pay run. See Tips held back, not paid out.
The account a bank file pays from
With With a bank file, fill in the account:
| Field | What to enter |
|---|---|
| Paid from | The account's name. It's who staff see paid them. |
| BSB | 6 digits. The bank's name appears under it once it's complete, so you can check it. |
| Account number | 6 to 10 digits. |
| Direct Entry ID (optional) | Six digits from your bank, also called an APCA ID. In online banking, look under bulk or batch payments. Ask your bank if you can't find it. |
Opens the wording and optionsBank numbers are blurred here.
Wording and file options
Folded away under the account, because the usual settings suit most banks. Its summary line says which options are on, or Standard file. Choose it to open it.
| Setting | What it does |
|---|---|
| On staff statements | What each staff member's bank statement says beside the payment. Up to 18 characters. |
| On this venue's statement | What the venue's own statement says on the one line for the whole file. Up to 12 characters. |
| Start date, End date | Add the pay period's start or end date where your cursor is. A date counts as 10 characters. |
| One payment per account | Combines a person's payments, for banks that allow one payment per account in each file. |
| A payment summary with each file | A spreadsheet with every bank file, showing who was paid what. Useful for reconciling. |
| A balancing line | Only if your bank asks for it. |
| Pay dependent venues their share | Frontline venues, when the business has dependent venues. Moves what each dependent venue takes from this venue into that venue's account, in the same bank file. |
Type your own wording in both boxes. The grey wording in an empty box is only an example.
How the payments read, beside the form, shows what a staff member's statement and the venue's statement will say, with sample amounts. It changes as you type.
A wrong BSB or account number means the bank file pays from, or transfers to, the wrong place. Check the bank's name under the BSB, and the statement preview, before you choose Save.
Danger zone
At the foot of the profile, for anyone whose role includes Create and update venues. It's hidden while a section is open for editing. Each action asks first.
Archive a venue
Archive a venue you've closed. Choose Archive in the Danger zone. Tip Sheet asks first, in a box headed Archive this venue; choose Archive again, or Cancel.
Archiving is more than hiding the venue:
- Every POS and timesheet connection is turned off.
- Every staff member is made inactive.
- Bank-detail and payout links already sent to staff stop working.
The venue disappears from the venues list. Tick Show archived venues only to see it again. An archived venue has only its Venue Profile tab, with nothing to edit.
Unarchive a venue
Choose Unarchive in the banner at the top of an archived venue's profile, then Unarchive in the box that asks. The venue is active again, but its connections stay off and its staff inactive. Reconnect and reactivate them yourself.
Delete a venue
Delete replaces Archive in the Danger zone once a venue is archived. It deletes the venue with every tip, tip period, timesheet and payment record it ever had. Keep archived venues unless you're certain you'll never need their history.