GM Daily Sign-Off Report

Gm Daily Sign-Off

Table of Contents:

1. How to Enable Daily GM Sign-Off

2. How to access Daily GM Sign-Off

3. How to add notes and change status of Daily GM-Sign Off

4. Troubleshoot

1. How to Enable Daily GM Sign-Off:

1. Log in to your Docyt account.

2. Navigate to the Modules section.

3. Go to Business → General Settings → Business Employees.

4. Use the search bar to select the required employee.

5. On the right-hand panel, open Roles and Permissions.

6. Scroll down to the Permissions section.

7. Locate Daily Sign-Off.

8. From the dropdown, select Night Auditor.

2. How to access GM Daily-Sign Off:

A. When GM logs in and navigates to:

1. Business → GM Tasks → Daily Revenue Report

B. When other Users logs in navigate to:

1. Business > Open Items > Daily Revenue Reports.

3. Add Note and Sign Off:

Notes Section

• GM can add or edit free-text notes explaining daily performance.

Sign-Off Action

1. GM clicks Sign Off after adding notes.

2. A confirmation modal appears with Cancel and Confirm options.

1. Once signed off, the report and notes are locked.

2. The Status will change from Open → Signed-off.

D. How to Troubleshoot:

1. Navigate to the GM Daily Sign-Off Report.

2. If there is a data mismatch, a Troubleshoot option will appear in the top header.

3. Click on the Troubleshoot tab.

1. You will be redirected to a new window displaying the possible reasons for the discrepancy.

1. Click on the specific error message to review details and complete the troubleshooting steps.