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Finance Reports

This section describes Toast's finance reports for customers that use the interchange plus (IC+) payment model. These are the reports that contain information about deposits and withdrawals made to your restaurant's bank account.

The information you see in the finance reports are affected by several factors, including whether:

  • Your restaurant uses daily or monthly billing.

  • You are viewing whole months or partial months.

  • You use Amex® Direct or Amex® OptBlue®.

The sections below describe the contents of the finance reports, including when those contents change based on the factors listed above.

Note

This chapter is intended for Toast customers that use the interchange plus payment model and does not cover the finance reports for customers that use the flat rate payment model. That information will be coming in a future release.