Adding and Editing Accounts and Categories in BACON
Modified on: Tue, 15 Sep, 2020 at 11:19 PM
Things to note:
"ACCOUNTS" is where you set up your CoGS categories, your labor job positions, Direct Operating Expenses, or other expenses like taxes.
We pre-install BACON with the categories that will work for most restaurants, but you may want to add, edit, or tweak these to what you are currently using.
It is not necessary to go into great detail on your accounts. If you are unsure of best practices for your situation, it is recommended to schedule a strategy call with Ryan.
Click ACCOUNTS from the left navigation bar.
CLICK ON THE GREEN PLUS SIGN
CHOOSE THE TYPE: CoGS, LABOR, DoE, OR EXPENSE.
NAME THE ACCOUNT AND CHOOSE THE PARENT ACCOUNT
Setting up Labor Accounts:
Now that we covered the CoGS side of Accounts/Categories, now it's time to tackle Labor. As usual, BACON has default Labor Job positions created for you but you can add or edit the existing ones as you see fit. In this example, let's say our restaurant has specific positions for Prep Cooks and Line Cooks.
Same process of adding an account but instead we will be selecting it as a Labor Job, cooks are a Back-of-the-House/Kitchen position so we will be putting it under 'BOH' category. Click SAVE when done.
(Note: You can see that you can specify whether the Job has a fixed salary. You will need to set this up in your Payroll Frequency whether it will be a Daily, Weekly, Monthly or Bi-Monthly pay. Otherwise if it's turned off, the Job position will be Hourly pay by default.)
To edit an account, click on the edit button shown below, let's rename 'Cooks' to 'Line Cook' in this example.
Under our Labor, we can now see our added accounts that we have set up.
We hope that this guide gives you a general idea on how to setup your BACON Accounts/Categories, the process will be the same whether you want to have accounts for your DOE, Purchases or other Expenses. You will just need to have the proper category selected.
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