Check balances, make transfers, pay bills, deposit
Check balances and view recent transactions by date, amount, or check number. Make transfers, pay bills, and schedule one-time payments. Add, edit, or delete payees. Deposit checks by photo. Find branch locations and manage accounts remotely.
Create and manage and entries with direct and indirect options. Submit entries for approval and attach photos. Capture and manage expenses, edit entries, and delete existing records. Sync with Epicor ERP for workflow integration.
Monitor real-time sales and guest volume from anywhere. View loss prevention metrics like comp and void counts. Compare current data with historical reports. Identify top-selling menu items and categories.
Manage customer interactions with in- messaging and service requests. Track job status and update notes. Schedule appointments and send invoices. Access real-time data on job progress and customer history.