Glance Card
Getting Started with Rundoo · Go-Live Data Check
Match the Receipts
The last go-live data check. Spot-check recent sales against your paper receipts, confirm your tax rate, and flag any duplicate accounts. Just enough to trust the numbers.
Three things to check
1
Recent sales
Match five or six against your paper receipts.
POS → Transactions → Completed
2
Tax rate
One rate per store, applied to the whole sale.
Admin → Locations
3
House accounts
Starting balance right; scan for duplicates.
POS → Customers
On each sale, confirm
- The subtotal, sales tax, and final total match the paper receipt.
- How it was paid: Card, Cash, or Charge account.
- The PO number made the trip, if you use them.
Expect low totals
Short history is normal
Only your recent data comes over for this review. Low year-to-date totals and short transaction lists are expected, not a problem.
Found a duplicate? Do not merge it yourself, a merge cannot be undone. Type what you see into the Ask a question box under the video ("two accounts, same name and phone"). It goes straight to your Rundoo guide to fix before go-live.
Something off? Flag it with the sale ID or customer ID rather than fixing it in bulk. Rundoo corrects it on our side so the fix survives the final overnight sync.
Your data check is done. Next stop, go-live day. · rundocs.com