Graham’s Best Practices: Accountability and Financial

Hi, I’m Graham! I’m Meals Plus. 

I want to make sure you get the most out of your school lunchroom software. So if you’re a Meals Plus Accountability or Financial customer, check out these “Best Practice” tips to help keep your lunchlines moving!

Accountability:
• The Non-Participating Students report is a great tool to see students currently not participating in Breakfast or Lunch.
• The Unclosed Dates report is a quick way to ensure all meals have been accounted for so claims are accurate.
• Closed Days for Point of Sale can be edited in the Daily Deposit section. Days can also be created and deleted here.

Financial:
• Import Account Info before running any reports, especially after posting to the General Ledger, so activity is captured.
• The Performance Metrics report data contains expense to revenue, plate costs, participation, and meals per labor hour.
• The Point of Sale Account Codes under the Administration menu are used by the Revenue Summary in Accountability.