xtraCHEF: Activate Your xtraCHEF Account

In this Article:

• Account Activation Overview
• Activation Walkthrough

Account Activation Overview

Thanks for choosing xtraCHEF! To get your account up and running, first complete the steps outlined in the section below.

Before getting started, you'll want to collect a few items to help complete the process:

• Legal business name, address, and phone number
• Admin access to accounting software, if applicable
• Invoice files (these must be in a .PNG, .JPG, .JPEG, or a .PDF format)

Tip: We strongly recommend completing this setup step prior to the first meeting with your Onboarding Consultant.


 

Activation Walkthrough

Step #1: Get Started

To begin, you'll receive an email from no-reply@toasttab.com. This contains a link to your self-onboarding experience. Select Let's get started on this email to continue.
 

Step #2: Activate Your Toast Account

You will immediately be asked to create a password for your individual account. Please include at least 7 characters, with at least one character being a number and at least one being a letter. Select Activate to continue.
 

Toast will then log you out and ask that you log in with your new credentials. Enter your email address and the new password. Then select Continue.

Note: You will not be able to log in via your xtraCHEF mobile app until you activate your account from this email.
 

Step #3: xtraCHEF Terms of Service

You will need to read and accept the xtraCHEF Terms of Service on your first login. After reviewing this document, select the checkbox in the bottom-left corner and press I Accept.

Step #4: Share Your Goals
Next, you will see a welcome screen with a few questions on it. Selecting the options that are most applicable to you will help us understand your goals and priorities during your xtraCHEF Onboarding journey.

When finished, select Let's do it! to proceed.

Step #5: Add Users

Once this has been completed, you will see yourself as the primary user, known as the Account Owner.
 

Select +Add user to add any additional users that require access to this system (this can also be done later). Required information is indicated by the red asterisks. A  grants them access to specific parts and functions within xtraCHEF.

Step #6: Select Your Accounting Software

After users have been entered, the xtraCHEF self-onboarding module will prompt you to sync with your accounting software. Select from options such as QuickBooks Online, QuickBooks Desktop, Other/ I don't know, and None.

 

Step #7: Pair Sales Categories With COGS (Cost of Goods Sold) Groups

The next step asks you to match your Toast with your xtraCHEF . Multiple sales categories may fall into one COGS group. Keep in mind that you may change these settings after you finish the self-onboarding module.

Step #8: Upload Your Invoices

The last step asks you to upload recent invoices to the xtraCHEF system. These invoices will provide data for the system to start reporting on and also gives our AI tool a feel for how to read your invoices, making uploads faster as you continue to add more. It also makes your initial training easier. You may skip this step if necessary, but it is highly recommended.

Note: Adding 10 or more invoices per location allows you to "unlock your data" within xtraCHEF.
 

Congratulations! You have completed the self-onboarding module for xtraCHEF. You should now attend the training class, , and continue to .