History Tracking Reports – Cleantie

To run this report, select Reports, Select More to see additional reports on the next screen that can only be viewed by Managers or authorized associates. If you don’t wish your staff to access these reports disable ‘View Management Report’ in job-class.

TMS tracks sensitive transnational changes for audit purposes. You should check these reports periodically to make sure your operation is under control.

You may select an associate if you are checking a particular staff. To get additional info on a selected invoice, go to Invoice Utility, Select Trans List.

History Tracking displays the following reports:

Voids/Refunds	All Voids/Refunded invoices
Invoice Updates	Any changes made to invoices, in particular undercharges. That shows all invoices that are not undercharged by invoice#, associate, or date. Undercharge can be disabled in Schedule.
No Sales	The cash drawer is opened with No Transaction.
Item Location	Associates look up the location of an invoice, in case there is any issue with the invoice. (i.e not checked out through the system, but missing from inventory)
Checkout Canceled	not checked out through the system, but missing from the inventory
Electronic Journal	Each transaction is recorded in a text file called Electronic Journal, which is saved in \csi\tms\reports\ Electronic Journal folder by date. This is like a running tape that tracks every transaction. In case there is an issue with any invoice, check the Sales Journal on that particular day. Each Station has its own Sales Journal files.

Sample of Voids/Refunds:

Sample of Invoices undercharged:

Sample of Electronic Journal: