Finance · Live demo
Month-end close and cost pack desk for hospitality groups
Reminds every venue of its month-end tasks, collects stocktake counts and uninvoiced deliveries, tells the group accountant what is missing, and gives venue managers their food, drink and wage cost once the pack is out.
Talk to Mia at Harbourline Hospitality Group
Harbourline Hospitality Group is made up. Mia is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.
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The problem
Month end waits on six venues. Stocktakes come in late, deliveries without invoices are forgotten, and the cost pack goes out a week late, so owners see last month's food and wage costs when it is too late to act.
How it works
- Texts each venue manager the month-end checklist two days before the last trading day
- Collects stocktake counts and the list of deliveries received but not invoiced
- Checks that wage hours are approved in Deputy and flags venues that have not
- Tells the group accountant by 10am which venues are complete and what is missing
- Gives each venue manager their food, drink and wage cost percentages once the pack is published, and passes questions about why to the accountant
What it connects to
- AgentHi Ana, Mia from accounts. Month end is Friday. For Skyline Rooftop I still need the stocktake counts, due 10am Saturday, and any deliveries you've received without an invoice.
- Ana (venue manager)Counts are going in tonight. We had a keg delivery from Harbour Brewing Tuesday with no invoice yet.
- AgentThanks. I've noted the Harbour Brewing delivery for Tuesday so Priya can accrue it. How many kegs was it?
- Ana (venue manager)Eight. Also how did we go last month on beverage cost?
- AgentLast month's pack shows Skyline at 27.4 percent beverage cost against the 26 percent target. If you want to go through why it moved, Priya Shah can take you through it. Shall I ask her to call you?
Illustrative conversation. Names, numbers and details are made up.
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