Getting Started
Everything you need to get up and running on TakeSheet — what the platform is, how it works, and how to set up and manage your account.
By John1 author11 articles
What is TakeSheet?An introduction to TakeSheet — what it is, who it's built for, and the problem it solves for hospitality venues.
How TakeSheet worksA high-level overview of the five-step process TakeSheet uses to automate reconciliation — from integration through to audit.
Key Terminology Used in TakeSheetA glossary of the key terms and concepts you'll encounter when using TakeSheet every day.
Supported Integrations and Data SourcesAn overview of the categories of systems TakeSheet connects to, including POS, gaming, wagering, cash terminals and accounting platforms.
Who Should Use TakeSheet?A guide to the different roles that use TakeSheet and how each one interacts with the platform.
Creating Your AccountHow TakeSheet accounts are created and what to expect before your first login.
Accepting Your InvitationStep-by-step guide to activating your TakeSheet account from your invitation email.
Logging In to TakeSheetHow to access TakeSheet via your web browser and what to expect when you log in.
Resetting Your PasswordHow to reset or update your TakeSheet password from the login screen or within the platform.
Understanding User Roles & PermissionsAn overview of the three user roles in TakeSheet — Clerk, Manager and Admin — and the reconciliation status flow each role controls.
How to Get SupportHow to find answers and get help when you need it — using TakeSheet's help centre and support chat.