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.