Business Office Manager
This guide outlines how to manage senior living deliverables, reporting, adding new customers, meal plans, and people information. It provides instructions for tracking deliverables, generating essential reports, managing customer data, and maintaining meal plan details to ensure efficient operations.
Overview
SI 360 is a comprehensive Point of Sale (POS) solution designed to streamline the customer experience. It allows users to book seats, place orders, manage takeout, and process payments with ease. The system simplifies operations, making it ideal for efficient service in hospitality settings.
Managed by ServingIntel 360 Team
This Topic Includes:
People information
Meal Plan
New Customer
Senior Living Deliverables
Daily Performance Report
Managed by ServingIntel Cloud Control Team
#strategic
Date Published: May 06, 2022
Date Updated: June 26, 2025
Version: 2025.2.5
1. On the menu bar, navigate to Reports > Daily Performance Report.
2. Set the Start Date and Time and the End Date and Time. Then, click the Preview button.
Note:
- To save the file as a PDF, click the Export to PDF button.
- To save the file as an Excel document, click the Export to Excel button.
With the new update, you can now access the Audit Summary, which includes a detailed list of key activities from that day. This summary highlights:
- Cancelled Sales: Transactions that were cancelled after initiation.
- Voided Items: Items that were removed from a sale before finalizing.
- Comped Items: Items provided at no charge.
Only these activities—cancelled sales, voided items, and comped items—are included in the audit for easier tracking.
New Feature: Filter by Defined Meal Plan
With Version 2025.1.1, a new filter has been added to the daily performance report, allowing you to filter by defined meal plan.
New Feature: DPR Payments – Finance
Version: 2025.1.5 introduces DPR Payments – Finance under Reports > Daily Performance Report. This update enhances financial tracking by adding the Finance Amt under the existing Sale Amt column, providing a clearer overview of transactions.
Steps to Access:
- Go to Reports > Daily Performance Report.
- View the updated report, where the Finance Amt is now included under the Sale Amt column.
New Feature (Version 2025.1.5): Daily Performance Report – Gratuity
Under the Daily Performance Report, the Gratuity field has been added to the Finance section after House Tips using the table column Sale.GratuityAmount. This update enhances financial reporting accuracy and transparency.
Access:
Go to Reports > Daily Performance Report to view the newly added Gratuity field.
Enhancement (Version 2025.2.4): Reporting – Add Select All for All Checkboxes
This update improves report filtering by adding a Select All option for checkboxes, making it quicker and easier to manage multiple selections.
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