Your back-office is often forced to book your delivery platforms sales + fees on a cash basis to do reconciliation properly.

However, as a manager, you need to see your performance week-to-week relative to when the orders actually happened!

We separate all your discounts from your marketing fees and show your profit over time.

Uploading Transactions

Uber Eats

Similar to the payouts report, click Reports

Then select, Create Report:

If you’re accounting, select both Payment Details (used for this page) and Payout Summary (used for delivery journals):

Then, select your desired date range and click Create:

You will see reports similar to:

Afterwards, click download, and give the files proper names.

Summary

• Payment Details → Delivery Dashboard (We want to upload this one!!)

• Payout Summary → Delivery Journals (Accounting)

Afterwards, click the Upload Transaction button:

Then, drag and drop the payment details CSV into the dashboard:

Here’s a quick example of the drag and drop:

DoorDash

You can upload the same exported ZIP as the one for Delivery Journals > DoorDash.

P.S. Make sure all the reports are selected during export:

Grubhub

You can upload the same exported CSV as the one for Delivery Journals > Grubhub.