Using Audit Trail

Using Audit Trail

Table of Contents

• About
• Using Audit Trail
• Reversing Transactions in Audit Trail
• Reprinting Receipts from Audit

About

Audit Trail is an electronic journal of all activity and transactions performed at the Point of Sale Terminals in the venue. It contains a series of filter options to allow the user to sort and group transactional information in a variety of ways to audit activity on demand.

By default the Audit Trail will store 95 days of transactional data at any time. Your current configuration may differ. This can be extended however please do not attempt to do so without guidance from your H&L Representative. Extending this can significantly increase the size of your database, and would depend on the available memory and resources of the Sysnet Server PC.

If you need further assistance with Audit Trail, extending transactional data storage, or any of the steps outlined here, please contact our H&L Support team. You can log a support ticket directly from the client portal.

Using Audit Trail

1. From the Sysnet Toolbar click on the Audit Icon

   Or you can find it at C:\Program Files (x86)\H & L\Sysnet\Audit.exe.

   
   

2. By default the Audit Trail will open to present the CURRENT SHIFT activity
   
   
3. The top section of the Audit Trail window presents the different filtering options available. These are all used to narrow the search for specific transactional activity
   
   
   

   Period Selection	Click the dropdown box to select a period of transactional information: Today Yesterday Last Week Last Month Custom - allows the user to pick the date range or choose the relevant trading period
   Device or Server	Indicates the option of viewing the time the transaction was processed at the POS terminal or when it was processed through the Transaction Server
   Quick Filters	View specific and most commonly used transaction types – Table Sales, Account Sales Member Sales and Guest Sales
   Reload	Reloads the Grid once new filters have been selected
   Clear All	Clears all current filtering options
   Select Transaction Type(s)	Filter for more specific transaction types such as Kitchen Print, Sales, Till Reads, Add Table etc.
   Select Users to Filter	Filter for transactions by a selected user

   
   
4. Use the Advanced Filters menu at the top of the Audit Trail window to select more specific options for filtering
   Note: function key shortcuts can also be used for these features
   
   
   
5. The File menu allows the user to set the current view of data to be the default view. It also offers options for reprinting table dockets using Table Trace, printing the current grid data and exiting the Audit Trail.
   
   
   
6. General details of all transactions processed by the Transaction Server will appear in the list when Audit Trail is opened or data is filtered in the grid
   
   
   
7. When  a sale is highlighted from the grid, the details of the sale will appear in the <DETAILS> tab below
   
    
8. Click on the <TENDERS> tab to see how the sale was tendered
   
   
   
9. Table Account Invoices can be reprinted from the Audit Trail if required:
   
   
   • Select the required day, range or period
     
     
   • Click on the Table Sales Quick Filter option
     
     
   • Click on the <SELECT TRANSACTION TYPE(S)> filter and select “Sale” (Transaction Type #100) to display all Table Sales in the grid
     
     
     
     
     
   • Click on the “Table Number” column to sort the Table Numbers in order
     Scroll down to locate the appropriate table account
     
     
     
   • Right click on the transaction and select “Print Table Trace”
     
     
   • A copy of the Table Account will appear with the option to print as required
     
     
     
     Note: The Table Account report uses your computer’s default printer to generate output. If the preview appears incorrect or displays unreadable characters, try changing your Windows default printer to an A4-compatible report printer. Then reopen Audit and generate the Table Trace again.

Reversing Transactions in Audit Trail

Sales can be reversed / voided from the Audit Trail where required.  These will appear in the Audit Trail with the same docket number and are recorded against the same POS station as the original transaction.    

Sales can be reversed from the Audit Trail in the following scenarios:

• Only CURRENT SHIFT sales can be reversed
  
  
• This does NOT include Table Sales as these must be refunded via the POS where the original sale was processed
  
  
• User Security Access to “Reverse Transactions” for Audit Trail must be enabled for the appropriate Users to perform this function.

To reverse a transaction in Audit Trail:

1. From the Sysnet Toolbar click on the Audit Icon

   Or you can find it at C:\Program Files (x86)\H & L\Sysnet\Audit.exe
   
   

2. Use the Filters as required to locate the Sale to be voided
   
   
3. Right click on the transaction and select “Reverse Transaction”
   
   
   
4. Select <YES> to the confirmation
   
   
   
5. The Transaction will be completely reversed against the same station and tender as the original transaction
   
   
6. This reversal will appear as a separate transaction in Audit Trail but uses the same docket number as the original sale
   
   

Reprinting Receipts from Audit

1. Locate the desired transaction in Audit Trail
   
   
2. Right click on it and select PRINT RECEIPT
   
   
   
3. Select the desired RECEIPT PRINTER from the dropdown list
   
   
4. The receipt detail will be displayed in the window
   
   
   
5. Press <OK> to print the receipt
   
   

Important Notes:

1. This feature is designed for use with dedicated receipt printers only
   
   
2. It will not produce a scaled receipt on Report Printers and will not print to PDF Printers
   
   
3. The Receipt Printer(s) must be set to network sharing in Utilities to enable this feature
   
   
   • From the Sysnet Toolbar click on the Utilities Icon 

     Or you can find it at C:\Program Files (x86)\H & L\Sysnet\Utilities.exe
     
     

   • Click on the <PRINTERS> tab
     
     
   • Double click on the desired printer from the list
     
     
   • Ensure the Available for Reprint Receipts (Network Shared) option is enabled
     
     
     
   • Press <OK>
     
     
   • Repeat for all applicable Receipt Printers