Backing up your menu and reading the activity journal

Two back-office tools help you protect and audit your setup: Menu Backup for saving and restoring your menu, and the Electronic Journal for reviewing system activity. Both open from Settings.

Backing up your menu

1. Open Menu Backup: Go to Settings, then Menu backup. The page heading reads Menu Backup and shows Stored backups, Total storage and Latest backup.
2. Create a backup: Click Create Backup to store a full snapshot of your current menu. It appears in the Backup revisions table with a unique code, creator and summary.
3. Restore a backup: In the table, click Restore on the row you want, then type IMPORT to confirm and click Start Restore. Progress shows under Restore history.
4. Import by code: Use Import by code to bring in a backup from another business using its XXXX-XXXX code.

Good to know: Restoring replaces the existing menu on the target business before importing the snapshot, and kitchen printer setup is not included in backups.

Reading the journal

1. Open the journal: Go to Settings, then Journal. The page is titled Electronic Journal.
2. Filter the entries: Set the From and To dates and optionally filter by Department (POS), Event type or Payment method. Each row shows the timestamp, event, POS terminal, user and amount.
3. See details: Click any row to expand it for more information, including receipt links.
4. Export: Click Export and choose Export Excel (CSV) or Export PDF.

Tip: The journal is a permanent record of sales, refunds, cash movements and system events, so use the date filters to narrow down to the period you need before exporting.