thread Re: Re-Assign Transactions to Correct Employee in Archived Discussions (Read Only)

Re-Assign Transactions to Correct Employee

SummitMassage — Sat, 16 Dec 2017 18:03:17 GMT

I have an employee who completed a trasaction yesterday under another employee's name by accident. Is there a way to re-assign this transaction to the correct employee from my square dashboard so the correct person get credit for the sale and tip?

Re: Re-Assign Transactions to Correct Employee

RHatch — Sun, 17 Dec 2017 04:11:32 GMT

Only way to change this is to return and rering the sale. If this is a credit card sale I wouldn’t.

How can I add missing payments to an employee?

AnytimeCarUnloc — Sun, 17 Jan 2021 02:28:56 GMT

Im trying to add two cash payments that one of my 1099 contractors took in cash for a service. He did not understand the app at the moment & failed to report it

Re: How can I add missing payments to an employee?

isabelle — Mon, 18 Jan 2021 16:55:53 GMT

Hey @AnytimeCarUnloc! 🚗

Thanks for posting in the Seller Community ✨

After a transaction is completed, you cannot edit it whatsoever, which means you cannot adjust the employee who processed the transaction or assign it to an employee.

The only way to correct this would be to refund the transaction and have the employee process it again. This is not ideal, but because it was a cash transaction, it would be less confusing than if it were credit. Sorry about that!

Re: How can I add missing payments to an employee?

AnytimeCarUnloc — Mon, 18 Jan 2021 22:52:29 GMT

Thank you for clarifying that.

I might have to look for a new app to manage employees on the field. My business primarily consists of 1099 contractors out on call all day going from place to place assisting others & it gets really hard to track them with such limited capabilities.

How do I reassign sale

Keris — Wed, 26 May 2021 01:06:29 GMT

Re: How do I reassign sale

AshleyK — Wed, 26 May 2021 13:58:31 GMT

Hi @Keris! Welcome to the Seller Community!! I've merged your post to an existing thread that will help answer your question, but definitely let me know if you have any more. I'm here to help. 🙂

Re: Re-Assign Transactions to Correct Employee

user12039123 — Tue, 01 Jun 2021 20:35:54 GMT

Any update on this? This is super important. Several employees work on one client in my salon. Not being able to switch/split who receives credit for the sale is causing HUGE issues for accounting.

Re: Re-Assign Transactions to Correct Employee

gresserin — Fri, 16 Jul 2021 18:52:34 GMT

Agreed! Please make this a top feature request! Weve had employees in training for the past couple months but since they didnt have their full permissions, some of their transactions were rang out under a shared account and not attributed correctly to them. Impossible to manage commission-based employees

Re: Re-Assign Transactions to Correct Employee

user12039123 — Fri, 16 Jul 2021 19:08:39 GMT

I agree!

Re: Re-Assign Transactions to Correct Employee

dwagaman — Sun, 25 Jul 2021 23:09:42 GMT

Crazy that this is such an issue for Square.

Re: Re-Assign Transactions to Correct Employee

user12039123 — Thu, 12 Aug 2021 02:57:10 GMT

Can Square provide an update on this? When will the feature be available? It makes no sense this has taken so long.

Re: Re-Assign Transactions to Correct Employee

nec — Sat, 04 Sep 2021 02:48:54 GMT

Is there a way to assign unassigned tabs to users?

Re: Re-Assign Transactions to Correct Employee

ChristineC — Fri, 19 Nov 2021 16:39:33 GMT

Agreed! This is soooo frustrating!

Re: Re-Assign Transactions to Correct Employee

julietpae — Sat, 18 Dec 2021 17:15:34 GMT

Any updates to this? This is beyond annoying. Having the ability to adjust the rep after the sale seems like an easy update.

Re: Re-Assign Transactions to Correct Employee

user12039123 — Wed, 22 Dec 2021 14:57:59 GMT

This has been requested since 2017..... 4 years and this is still not solved? I'm extremely disappointed that Square continues to disregard input from customers.

Re: Re-Assign Transactions to Correct Employee

JJ_ — Fri, 24 Dec 2021 15:22:14 GMT

Hey there @user12039123 👋

No updates on this one but I will flag it once again hoping that our product team is able to take it into consideration when working on future updates.

Re: Re-Assign Transactions to Correct Employee

washbangers — Mon, 10 Jan 2022 17:29:00 GMT

We also would be benefitted with a feature such as this. We are currently tracking manually, and really need the ability to be able to re-assign tickets to the correct person.

Re: Re-Assign Transactions to Correct Employee

Ladyfingrs — Wed, 09 Feb 2022 22:30:31 GMT

We have a similar situation. I have one employee who clocked-out but apparently didn't log out after her shift. Transactions (and hence tips) were attributed to her when they should have gone to the follow-on employee. There is apparently no way to re-attribute the transactions to the correct employee who was on duty and took the payment. To hear "After a transaction is completed, you cannot edit it whatsoever, which means you cannot adjust the employee who processed the transaction or assign it to an employee. " is completely unacceptable. Judging from the thread, Square users have been asking for this for quite some time now (4 plus years). I'm already looking at switching over to a different system for some of my points of sale and have opened an account to test it out. You need to fix this!

Re: Re-Assign Transactions to Correct Employee

homesbyjonesllc — Sat, 21 May 2022 16:22:21 GMT

When will this be resolved?!!! This is a huge issue!