Start with the business date and location
Confirm the restaurant, location, business date, and source refresh time. A zero is a recorded value; an unavailable settlement or missing punch feed must remain unknown rather than becoming zero.
Reconcile before approving
Compare expected and counted cash, tender totals, tips, refunds, and settlement records. Assign discrepancies to a person and retain their explanation and supporting record. Viewing a report is not approving a journal.
Keep the accountant close to the source
Review vendor bills, account mappings, draft journals, and export scope with the accountant. Preserve revisions and correction history. An export-ready packet is not evidence that a downstream accounting provider accepted or posted it.
Where HE Finance fits
HE Finance is included with the Schedule and POS packages and the full platform. It organizes operational close and accounting preparation; it does not replace professional accounting advice or automatically authorize a posting.
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