Help Center: xtraCHEF by Toast

In this Article:

• Onboarding
• Getting Started
• Account Configuration
  • Account Setup
  • User Setup
  • Integration Setup
  • Accounting Setup
• Invoice Automation
• Products and the Item Library
• Recipe Costing and Inventory Management
• Analytics and Reporting
  • Analytics
  • Reporting
• Budgets, Vendors, and Ordering
• Mobile App
• Other Features
• Articles in Spanish

Onboarding for xtraCHEF by Toast

• Getting Started with xtraCHEF
• xtraCHEF: Get Started With Onboarding Guide
• xtraCHEF: Activate Your xtraCHEF Account
• xtraCHEF: Post-Onboarding Best Practices
• xtraCHEF: Toast Menu Considerations and Best Practices

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Getting Started With xtraCHEF by Toast

• Get Started: Use xtraCHEF With Toast
• xtraCHEF 101
• xtraCHEF: Navigate the Dashboard

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Account Configuration for xtraCHEF by Toast

Account Setup

• xtraCHEF: Get Started With Tenant Configuration (Settings)
• xtraCHEF: View and Edit Locations
• xtraCHEF: Sales Setup

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User Setup

• Log in to Toast: Update Your Account
• xtraCHEF: Manage User Profiles
• xtraCHEF: Get Started With User Roles
• xtraCHEF: Access to Inventory Features by Role

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Integration Setup

• xtraCHEF: Integrations and Data Exchanges
• Integrate Toast Payroll and xtraCHEF
• xtraCHEF: Set Up an EDI Integration With Vendors
• xtraCHEF: Get Started With QuickBooks Desktop Integration
• xtraCHEF: Get Started With QuickBooks Online Integration
• xtraCHEF: Sync With Toast Web
• xtraCHEF: Sage Intacct Integration
• xtraCHEF: Operating Summary

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Accounting Setup

• xtraCHEF: Get Started With Accounting Periods
• xtraCHEF: Levels of Reporting
• xtraCHEF: General Ledger (GL) Codes
• xtraCHEF: Add and Edit COGS Groups
• xtraCHEF: COGS Mapping
• xtraCHEF: Create and Edit Custom Categories
• xtraCHEF: Chart of Accounts
• xtraCHEF: Cost Center
• xtraCHEF: Sync Sales Journal Entries to Intacct
• xtraCHEF: Get Help With Sales Syncs to QuickBooks
• Integrate Toast with QuickBooks
• xtraCHEF: Receipt Extract for QuickBooks Online
• xtraCHEF: Sage Intacct Integration
• xtraCHEF: Reconcile Toast Payroll Data

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Invoice Automation for xtraCHEF by Toast 

• xtraCHEF: Upload Invoices and Receipts (Desktop)
• xtraCHEF: Invoice Search
• xtraCHEF: Invoices and Invoice Status
• xtraCHEF: Approvals
• xtraCHEF: Invoice Rejections
• xtraCHEF: Action Needed Invoices
• xtraCHEF: Extract Monitor
• xtraCHEF: Get Started With Reconciliation
• xtraCHEF: Map Invoice Items
• xtraCHEF: Change an Invoice Item's GL Code or Category

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Products and the Item Library for xtraCHEF by Toast

• xtraCHEF: Get Started With the Item Library
• xtraCHEF: Product Verification
• xtraCHEF: Get Started With the Item Library
• xtraCHEF: Get Started With Products
• xtraCHEF: Create Products

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Recipe Costing and Inventory Management for xtraCHEF by Toast

• xtraCHEF: Get Started With Recipes
• xtraCHEF: Recipe - Product Mix Mapping
• xtraCHEF: Variance Analysis and Product Mix Reports
• xtraCHEF: Recipe Configurations
• xtraCHEF: Recipe - Yield, Usable Yield, and Density Calculator
• xtraCHEF: Get Started With Inventory Area Setup and Count Lists
• xtraCHEF: Inventory Counts
• xtraCHEF: Manage Waste
• xtraCHEF: Review Inventory Analytics
• xtraCHEF: Train on Advanced Inventory

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Analytics and Reporting for xtraCHEF by Toast

Analytics

• xtraCHEF: Review Analytics Reports
• xtraCHEF: Get Started With Spending by GL Analytics
• xtraCHEF: Get Started With Category Weekly Analytics
• xtraCHEF: Get Started With Food Cost Weekly Analytics
• xtraCHEF: Get Started With Spending by Category Analytics
• xtraCHEF: Get Started With Spending by Vendor Analytics
• xtraCHEF: Review Inventory Analytics
• xtraCHEF: Get Started With Unit Comparison Analytics

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Reports

• xtraCHEF: Review Reports in the Reporting Module
• xtraCHEF: Get Started With Cost Management Reports
• xtraCHEF: Get Started With Cost Visualization Reports
• xtraCHEF: Operating Summary
• xtraCHEF: COGS Report
• xtraCHEF: Get Started With Actual vs. Theoretical Analysis Reports

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Budgets, Vendors, and Ordering for xtraCHEF by Toast

Budgets

• xtraCHEF: Get Started With Budget Reporting

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Vendors

• xtraCHEF: Get Started With Vendors
• xtraCHEF: Get Started With Payment Terms

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Ordering

• xtraCHEF: Create Orders
• xtraCHEF: Order Guides
• xtraCHEF: Outbound Orders
• xtraCHEF: Inbound Orders (Central Kitchen)
• xtraCHEF: Order History

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Mobile App - xtraCHEF by Toast

• xtraCHEF: Log In on Desktop or Mobile
• xtraCHEF: Mobile - Upload Invoices and Receipts
• xtraCHEF: Mobile - Tracking Your Invoice Status
• xtraCHEF: Daily Sales on Mobile
• xtraCHEF: Create Orders on Mobile
• xtraCHEF: Mobile Approval
• xtraCHEF: Recipe on Mobile
• xtraCHEF: Mobile Inventory
• xtraCHEF: Mobile Notifications

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Other Features of xtraCHEF by Toast

• xtraCHEF: Vendor Statement Reconciliation
• xtraCHEF: Notifications
• xtraCHEF: Sync Monitor
• xtraCHEF: Glossary and Terminology

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xtraCHEF Articles in Spanish (Español)

• Guía de Incorporación de xtraCHEF
• xtraCHEF: Inventario - Primeros Pasos
• xtraCHEF: ¿Qué Son los Productos? (xtraCHEF: What Are Products?)
• xtraCHEF: Niveles de Informes, desde Códigos GL hasta Productos
• xtraCHEF: Integración en Línea de Quickbooks
• Excepciones de facturas de xtraCHEF

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