me&u Finance Access
View the diagrams below to get an overview of:
- Daily Sales
- Payout
- Daily Breakdown
- Billing
Daily Sales
The Daily sales report shows live revenue totals, with key details such as refunds, tips, card fees, discounts, sales tax , total orders and trend of the current trading day with average order value, average customer spend. Use this to end of your day closing reports and to monitor in-day performance and respond to sale patterns in real time.
Payouts
The Payouts page provides a real-time summary of every payout that reaches your bank account.
This simplified view gives all of the top line information you need for your payouts.
It includes the date the payout was made, the date-range of transactions included in the payout, the amount, the target bank account, the status of the payout, and a note field to indicate the number of transactions which make up the payout and any other relevant details.
You can filter the payouts page to find a) payouts for transactions in a specific time period, or b) payouts made in a specific time period.
Looking for tips, service charges, fees, deductions, and revenue per payout? Head to the Daily breakdown tab.
The Transactions Export provides a detailed breakdown of every individual transaction included in a payout, including orders, deductions, reversals, and adjustments. This allows you to review and validate every settlement against your bank records.
This export replaces older payout export formats, with some column names updated for improved clarity and accuracy.
Click the ellipses next to the payout you want to generate the report for, and select Export transactions.
From this menu you can also easily navigate to the Sales report for the orders that make up this payout.
From the Daily breakdown tab you can download a full history of payout (remittance) data in a single file. You can set any date range—whether a single day, a specific week, or an entire month—and the export includes a detailed breakdown of tips, card fees, me&u platform fees, deductions, and the next scheduled payout.
Visit this article for more details: How to export me&u reports
Billing
You can now navigate to the Billing report in Manage to access your tax invoices at any time. See diagram below:
Definitions
Payout Tab
| Terms | Meaning |
|
Total Order Value |
Food/Drink Price+Card Fee+Gratuity |
|
Revenue |
Food/Drink Price+Card Fee+Gratuity |
|
Total Deductions |
Refunds made for the trading day |
|
Processor Fees |
Card Processing Fees charged to the venue (Passing the cost from diner to merchant) |
|
Platform Fees |
Commission charged to the venue by me&u |
|
Tips |
Staff gratuity |
|
Total Fees |
Processor Fees + Platform Fees |
|
Total Payout |
Net total paid to the venue (Total Order Value minus (-) Processor Fees minus (-) Platform Fees) |
Daily Sales
| Terms | Meaning |
|
Revenue |
Food/Drink Price+Card Fee+Gratuity (Inclusive of tax) |
|
Net Sales |
Revenue - Tips - Sales Tax |
|
Refunds |
Reimbursement made for the trading day |
|
Service Charges |
This is only applicable in UK & US |
|
Tips |
Staff gratuity |
|
Total Payout |
Net total paid to the venue (Total Order Value minus (-) Processor Fees minus (-) Platform Fees) |
|
Sales Tax |
Tax on Food/Drink item |
|
Card Fees |
Card Processing Fees (Visa/Mastercard/Amex/ApplePay etc.) charged to the diner |
|
Average Transaction |
( Revenue - Tips ) divided by Orders |
|
Average Customer |
Average Spend (Revenue - Tips / Unique Customers per day) |
|
Deductions |
Charges to venues after an order has been paid out e.g. $10 for the order refunded after payout. But this can also include things like charges to the venue for doordash delivery fees etc. |
|
Total Orders |
Number of orders placed during the dining day |
Transaction Export
| Name | Definition |
|---|---|
| transaction_id | Unique ID for each payout transaction line item |
| venue name | Venue the transaction belongs to |
| ordering_type | Order type/channel (e.g. dine-in, pickup) |
| customer_name | Customer name associated with the order |
| payout_id | ID of the payout this transaction was included in |
| bill_id | ID of the bill that groups charges for a guest session |
| order_id | ID of the order |
| transaction_type - can be sale, deduction, reversal, or payment | Whether the line item is a payment (sale), deduction (fee), or reversal (refund/chargeback reversal) |
| transaction_status | Status of the transaction (e.g. succeeded, failed, pending) |
| description | Human-readable description/reason for the transaction |
| payout_processor | Provider used to process the payout (e.g. Stripe) |
| payment_processor | Provider used to process the payment (e.g. Stripe) |
| payout_status | Status of the payout (e.g. paid, pending, failed) |
| transaction_amount | Gross transaction amount (incl tax) impacting the payout |
| transaction_amount_ex_tax | Transaction amount excluding tax/VAT |
| tax_amount | Tax/VAT portion of the transaction amount |
| payout_amount | Net amount applied to the payout for this line item (after fees/deductions where applicable) |
| card fees | Card processing fees charged on the transaction |
| platform fees | me&u platform/service fees charged on the transaction |
| gratuity | Tips/gratuity amount |
| service_charge | Service charge amount |
| delivery_id | Delivery ID for the order (if applicable) |
| doordash_delivery_id | DoorDash delivery ID (if applicable) |
| order_created_at_venue_time | Order created timestamp in venue local time |