Accounting Reports Overview
Last updated: Nov 21, 2025, 3:30 PM
- Accounting Reports Introduction
- Navigate to Accounting Reports
- Breakdown of Accounting Reports
- Accounting Report Discrepancies
Accounting Reports Introduction
You can achieve a level of custom reporting with Toast using our Accounting Reports, which allow you to create general ledger (GL) codes and then map them to various sales data points within Toast to create a single report with your selections. To learn how to create GL codes and map them, check out this Toast Central article: Create and Map General Ledger Codes for Toast POS.
| Report | Description | Why Should I Use This? |
|---|---|---|
| Accounting Overview | View and print an overview of all the key financial information (including third-party delivery payment types). | Ideal for end-of-year reviews and much more. |
| Accounting by Day | If you use GL codes, use this to create an exportable file for your accounting software. | Only use this report if you utilize GL codes. |
| If you use GL codes, use this to create an exportable file for your accounting software. | This report is only available for multi-location restaurants. | |
| GL codes categorize the different types of financial transactions that a business performs. | Using GL codes can help increase financial efficiency and take control of restaurant costs. |
Navigate to Accounting Reports
In , navigate to Reports. Using the reports navigation on the left-hand side of the screen, select Accounts to open the drop-down and choose the report you'd like to view.
Breakdown of Accounting Reports
Accounting Overview
The Accounting Overview report allows you to easily view and print an overview of all your key financial information. This report is helpful in addressing the following questions:
- What items collected no tax that were not tax exempt?
- What percentage of business is third-party delivery?
- What percentage of business is dine-in vs takeout?
- How much tax did I pay for each tax rate?
- How much tax have I paid per sales category?
- How do I see a breakdown of each discount and what percentage each adds up to?
You can access the Accounting Overview report to view the following tabs:
- Sales Summary: Displays the summary of your restaurant's key sales numbers categorized by Sales Top Numbers, Sales Categories, and Deferred Sales
- Revenue Centers: Display your restaurant's sales numbers by revenue centers
- Dining Options: Displays breakdown of your restaurant's sales by dining options (i.e. Dine In, Take Out, Employee Meal, Delivery, etc.)
- Dining: Displays all discounts used
- Taxes: Displays overview of your taxes
- Payment Summary: Displays summary of payment transactions
- Service Charges: Displays summary of service charge applied
After selecting Accounting overview from the left-hand reporting menu in Toast Web, you'll be asked to select a date range. If you have more than one location, pick which locations you'd like to be included in this data. After selecting Submit, you'll see your Accounting Overview report.
