đ§Ș Beta: This guide is for boarding and daycare businesses using Financial Reports with Smarter Invoice. Financial Reports are currently in beta. Contact MoeGo Support to request access.
When your business uses Financial Reports, use the reports in the Staff tab to review tips. Tip breakdowns are no longer included in the updated Sales summary, Payment summary, or Payment transaction reports.
This guide helps you find those figures and investigate the detail behind them without confusing tips collected with payroll calculations.
Choose the right tips report
Report | Use it for | What the rows show |
Tips report | Review totals by staff or payment method | Totals for the grouping you choose |
Tips detail report | Review the appointments behind tip figures | Appointment-tip detail, with booking and staff references |
Tips detail report covers appointment invoices only. Every row includes a Booking ID, including rows for business tips. It also includes Staff name, Payment method, Total appointment tips, Tips to pay out, and Tips collected from customer. These fields describe different amounts; do not assume they will always be equal.
Review tip totals
Open Tips report: Find it in the Staff tab of your reports.
Select the business: Use the business selector at the top to choose the location you need.
Check the selected date basis: Confirm which date the report uses before choosing your reporting period.
Set the date range: Use the period you want to review.
Choose a grouping: Use Assigned staff to review staff totals or Payment method to separate methods such as cash and card.
For appointment-level information, open Tips detail report separately. Match the business, date basis, and period where the corresponding options are available, then review the booking references and tip fields.
Review business tips
đ Note: Business tips cannot currently be split into boarding and daycare using Care type. When grouped by care type, they appear under Non-service sales.
What you want to review | Where to look |
Business-tip totals | In Tips report, group by Assigned staff and find the Business tip row. |
The appointment associated with a business tip | In Tips detail report, find rows where Staff name is Business Tip Pool, then use Booking ID to identify the appointment. |
Why tip totals can differ
A boarding stay may finish at the end of one month, while the customer pays at the beginning of the next. A report based on the appointment or checkout date can place that activity in a different period from one based on payment date.
Before comparing figures, check:
The same business or location is selected.
The reports use the same date basis and date range.
You are comparing the same measure, such as tips collected rather than tips to pay out.
Staff and payment-method selections match.
Payroll also has its own settings and calculation rules. A tip total in a report is not, by itself, an instruction to pay that amount to a staff member.
If you cannot explain a difference
Review the related appointment and payment records.
If the amount remains unclear, contact MoeGo Support with the report names, selected business, dates, date basis, and an example Booking ID. Include which tip measure you expected to match.