Hello,
I have what appears to be a unique situation when it comes to employee tips. I have several service providers, and I have established for each a reporting category, with every service they offer reporting to that category in Square POS. For instance, employee Jane has her own reporting category titled "Jane" and all the services she offers are reported under her category.
I have a receptionist who checks out our clients after their services. The receptionist chooses the appropriate category (employee) and service reported in that category. Clients are obviously leaving a tip for the service provider, not the receptionist who is logged in at the time of the transaction. But because the receptionist is logged in and handling the transaction, the tips are attributed to that specific team member, not the service provider.
I have yet to find a way to run a report that attributes tips to a specific category rather than a team member who happens to be logged in at the time of the transaction. I can export the transactions and filter the csv per service but not per category. Filtering per service is quite tedious because the number of services recorded under each category is vast.
I'm struggling to find a way to simplify this. If anyone has any advice, I'd sure love to hear it.
Thank you!
Betty
