The Update sales data and Update shifts data features let you request fresh data directly from your POS when sales or shift data in MarginEdge is missing, incomplete, or inaccurate.
This feature is only available for certain POS systems (see restrictions below) and you must have user permissions of Franchisee Accountant, Associate Accountant, Accountant, or MarginEdge Admin.
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Update Sales Data
Use the Update sales data feature when a daily sales entry is missing, incomplete, unbalanced, or does not match your POS.
Go to Accounting > Sales Entries.
Click Update sales data.
If your location has more than one supported POS, select the POS you want to update. If only one supported POS is connected, MarginEdge selects it automatically.
Select the date you want to update. The date defaults to yesterday.
Review any warnings shown.
Click Update sales data.
You can update one day at a time, for a date within the past 90 days.
The update may take a few minutes. MarginEdge will notify you when the update is complete, if no new data was found, or if the update failed.
What do the warning messages mean?
Depending on the sales entry, MarginEdge may show one or more warnings.
Already exported to accounting
If the sales entry was already exported, updating it in MarginEdge will not update the existing journal entry in your accounting system. You may need to delete the old journal entry and export the updated one again.
Auto-export is on
If auto-export is enabled, the updated sales entry may automatically be sent to your accounting system.
Manual changes will be overwritten
Any manual edits made to the sales entry will be replaced by the latest data from your POS.
Toast merchant fees
For Toast locations, merchant fees may take up to 48 hours to appear. If they are still missing, try updating the sales data again after a couple of days.
POS systems that do not support Update sales data
7shifts, Aldelo, Aloha, Digital Dining, Dinerware, Focus, Future POS, GoTab, HB The Hub, Micros 3700, PixelPoint, POSitouch (Legacy), Restaurant Manager, Sapphire, SmartTab, Squirrel, TotalTouch
Update Shifts Data
Use the Update shifts data feature when employee shift or labor data from your POS is missing, incomplete, or inaccurate.
This feature is available to Payroll Managers and MarginEdge Admins with supported POS systems.
Go to Labor > Shifts.
Click Update shifts data.
If your location has more than one supported POS, select the POS you want to update. If only one supported POS is connected, MarginEdge selects it automatically.
Select the date you want to update. The date defaults to yesterday.
Click Update shifts data.
You can update one day at a time, for a date within the past 90 days.
The update may take a few minutes. MarginEdge will notify you when the update is complete, if no new data was found, or if the update failed.
After shift data is updated, your P&L and budget reports may take a few additional minutes to reflect the change.
POS systems that do not support Update shifts data
365 Retail Markets, Aldelo, Aloha, CenterEdge, CFL POS, Clover, Digital Dining, Dinerware, Focus, FoodTec, Future POS, GoTab, HB The Hub, HungerRush (Revention), Lightspeed K-Series, Shopkeep, Linga, Micros 3700, PixelPoint, POSitouch (Legacy), PrISM, Quantic, Restaurant Manager, RPower, Salido, Sapphire, Shopify, SmartTab, SpotOn Express, Squirrel, StayNTouch, TotalTouch, Woo Commerce