This article is a part of the POS Account Management feature. Click here to learn more about POS Account Management.


Default Rules are provided to assist in mapping the most common POS Accounts that are imported from the POS. However, these Rules will only appear when the Chart of Accounts has been imported and if the Rules match the GL Account names. Below lists the default Rules for Payment Types, Sales Accounts, and Job Titles.


Note: At the time of release, default Rules will appear as 'Inactive' for current Customers. Therefore, these Rules will need to have an Active Status to be included in automatic mapping.



Payment Type Rules


The following are the default Rules for Payment Types:


If...Contains...Then set the GL Account to...And the...To...
Payment TypeCashUndeposited FundsPayment GroupCash
Payment TypeCheckUndeposited FundsPayment GroupCash
Payment TypeVisa OR MasterCard OR MC OR DiscoverUndeposited FundsPayment GroupCredit Card Combined
Payment TypeCredit Card Fees OR CC FeesCredit Card FeePayment GroupCredit Card - Individual
Payment TypeAMEX OR AmericanExpressUndeposited FundsPayment GroupCredit Card - Individual
Payment TypeVOIDFood Sales GL AccountPayment GroupVoid
Payment TypeCoupon OR DiscountDiscountPayment GroupDiscount
Payment TypeFreeDiscountPayment GroupDiscount
Payment TypeGift Card OR GCGiftPayment GroupGift Card
Payment TypeCompCompPayment GroupComp
Exception TypeTrue
Exception CommentManager Comp
Payment TypeTips WithheldTips WithheldPayment GroupNoncashtips
Payment TypeGrubhubGrubHubPayment GroupThird Party Delivery
Payment TypePostmatesPostmatesPayment GroupThird Party Delivery
Payment TypeUbereatsUbereatsPayment GroupThird Party Delivery



Sales Account Rules


The following are the default Rules for Sales Accounts:


If...Contains...Then set the GL Account to...And the...To...
Sales AccountFoodFood SalesSales Account TypeStandard
Sales AccountNA Beverage OR N/A Beverage OR FountainNA Beverage AND SalesSales Account TypeStandard
Sales AccountBeerBeer AND SalesSales Account TypeStandard
Sales AccountLiquorLiquor AND SalesSales Account TypeStandard
Sales AccountWineWine AND SalesSales Account TypeStandard
Sales AccountGift Card OR Giftcard OR GCGift Certificates or Giftcard or GCSales Account TypeStandard
Sales AccountGratuity OR TipTips PayableSales Account TypeTip
Sales AccountTaxSales TaxSales Account TypeTax



Job Title Rules


The following are the default Rules for Job Titles:


If...Contains...Then set the GL Account to...
Job TitleCashier(FOH OR Cashier) AND Labor
Job TitleCook(BOH OR Cook) AND Labor