Auto EOD Troubleshooting
Sometimes a location running auto End Of Day will be missing a journal or may have not reported or printed reports it was supposed to.
The following are some steps you can take to troubleshoot and verify that auto EOD is setup and being used correctly.
Preliminary Checking Journals
You can verify if a date has sales data and had EOD ran correctly by checking either the journals folder in C:\OnePOS\JOURNALS and sorting by date modified.
OR you can go to manager console Reports > Sales Reports > Daily Sales Report for the selected date and see if the report has data.
Blank report = EOD not ran , no reports can be printed / emailed.
You can also check Reports > Legacy Electronic Payment Reports > Ideal Payments Report
Within this report, you can check the Date / Time column to ensure the sales listed are for the correct day.
If there are multiple days on one report, it could mean journals have combined and need to be split.
1. Keep MC Open
- Ensure that Manager Console REMAINS OPEN on the terminal set up to run auto EOD (typically T1)
If MC is not open in the background, auto EOD will NOT RUN
Once Manager Console is open, it will not close until someone physically clicks / taps the X to close it.
Only reason it may close is if a terminal is rebooted or has internet connection issues.
It does not have to be logged in to a user, just open.
If a terminal is labeled as Auto-EOD, make sure MC stays open at all times on that terminal.
2. Check EOD Date
In the Manager Console, navigate to POS > End Of Day
Verify that the Journal Date is set correctly:
Whatever date this is set to, auto EOD will run at the set time for this date.
Ex: Set as 9/23/24. EOD will run at 3AM On 9/23/24 and create journal file for 9/23.
Be sure this date is set correctly especially if you keep getting 'auto EOD will run in x minutes' warning.
Ensure that the box below does not say **DUP** either.
3. Check for Stand-In Payments
On older versions of OnePOS, stand-in payments will stop auto-EOD from running. If the version is after 24.2.0, the following steps are less relevant.
Sometimes you will get a warning when trying to batch that says "Stand in Payment on EMV Reader #XX"
If
you navigate to the manager menu on a terminal and select 'stand in
payments' in the top right corner, you can view stand-in payments here.
The
terminal # will coincide with the # at the end of the stand in payment
error message (ex: Stand in Payment on EMV Reader #03, check Term 3)
There are a multitude of different reasons stand-ins can occur. It is often due to unstable internet connection.
What is most relevant here is if there are stand in payments with no yellow error message, they will go away within a few minutes.
Simply backing out of the stand-in payments menu and going back in can make the payments disappear , meaning they have cleared.
Possible Stand-Ins:
- Try the fixes mentioned in this KB article.
NOTE: the
15-30 minute window mentioned for the payments to clear begins when we
FIRST go into the stand-in payments menu , it does not begin from when
they re-establish internet connection.
DECLINED - The
payment has declined, meaning the card number was entered correctly but
the transaction was unable to clear, more than likely due to lack of
balance in account. Declined transactions can also be located and viewed
in detail within TranSafe under the customer's active profile dashboard
under transactions > declined transactions
-
A risk of taking payments offline / in stand-in mode is that you won't
know if a card declines until internet connection is re-established.
Once you have verified there are no stand in payments on the terminal(s) that was mentioned in the error message, you can click 'batch anyway' on the error.
If they have no yellow message and are still not clearing, consult the following article: Stand-In Payments Not Clearing
4. Verify Auto EOD Settings
In the Manager Console, navigate to setup > system preferences > EOD Setup
- Navigate to the Auto Tab and verify settings are correct for how the location wants.
Check this article for info on this menu: Auto EOD - Automatic End of Day Setup and Information
Most importantly, ensure that the top box is checked for automatic end of day.
Also check that the box at the bottom does not say 'auto EOD Disabled - click to enable.'
- Check the Emails tab to ensure the correct email is input. You can add a new email from here as well.
- Check the Reports tab to ensure correct reports are being emailed / printed at correct frequencies.
Print Locally sends the report to whatever printer is set as local printer in windows settings
The selected options will be highlighted blue, and the drop box allows selection of the report type.
For example, this shows the daily sales report is being printed and emailed to that address daily.
An asterisk in front of the email ensures that one email that includes all reports together are sent , instead of sending them in separate emails
5. Check Default Printer Settings
- If a report is not printing, check windows settings under device settings.
This will vary per version of windows, but generally, it will be in device settings under scanners and printers.
Within scanners and printers menu, if the printer is detected, it will have a label of 'default' next to it.
onePOS Support is limited in what it can do to when it comes to office printers. Meaning they can check that is connected, but not do any troubleshooting with the physical device as office printers are 3rd party equipment not sold by onePOS.
If you are not seeing the device as connected, try power cycling the printer, re-seating (unplugging and plugging back in) or replacing cables, or checking device settings inside the printer itself.
If You Still Need to Print / Email a Report
- go to Utilities > Re- E-Mail Yesterdays EOD Reports or Utilities > Re-Print Yesterdays EOD Reports
OR
- Navigate to Manager Console to Reports tab and select the report you want.
Select date range and other parameters, then click preview
In new window that appears, select the Print, Email, or Save option
Save option saves a copy of the report PDF to the local system drive.
If the Email and Save option do not appear, this would be due to being on an older version of the software - the only way to get these buttons to appear would be to upgrade to the latest version of the onePOS software.
At the end of your troubleshooting, make sure to log out if needed (POS > Log Out) but leave manager console open!
Reminder that MC does not need to be logged in, just open.
Related Articles
Setting Up Auto Email Reports for End of Day
For Version 7.2 and newer: 1. In MC, go to Setup -> System Preferences -> EOD Setup. 2. Click the “Reports” tab 3. Click one of the empty options that say “none” in the white box on the left. Scroll down if need be 4. Select the report from the drop ...EOD Reports Not E-Mailed / Printed
Sometimes, even if EOD is ran and fully completed, reports may not be e-mailed due to internet connection or other such issues. Currently, there is no known exact cause as to why this occurs. If, after running an End Of Day, you do not see reports ...Setting Up Emailed Reports at End of Day
For Version 7.2 and newer: 1. In MC, go to Setup -> System Preferences -> EOD Setup. 2. Click the “Reports” tab 3. Click one of the empty options that say “none” in the white box on the left. Scroll down if need be 4. Select the report from the drop ...Reports - Sales Reports - Daily Sales Report - DSR
Overview The Daily Sales Report is the most standard report, used to see overall sales for a specific time period, whether that be for a day, a month, or even a year. About the Daily Sales Report How to Generate a Daily Sales Report Open Manager ...Processing End of Day
Front of House: Run all server checkouts. Make sure all checks are closed (included any manager checks). Make sure any Manager Credit Card transactions have tips entered (even if it is a zero tip). Back of House: Open the Management Console(MC) ...