Introduction

Day end reconciliation helps you stay on top of your fuel and shift data. It ensures your sales, dips, and deliveries match so you can catch errors early. Follow the steps below to review your daily info and close out the day properly.

Video Tutorial

Step-by-Step Instructions

1. Go to Fuel/Shift in the side menu and click Daily Reconciliations.
2. At the top of the screen, use the Sites dropdown to select your location.
3. Set the Status dropdown to All to view all shifts.
4. Choose a date range by either:
   1. Selecting a From Date and To Date, or using the Date Range dropdown to pick a preset range. 
      Note: These filters adjust what’s shown in the table below, not which days need reconciling.
5. On the left, look for any green box with a date—this means that shift still needs reconciling. The earliest missing date will be listed first.
6. You can also click "Or choose date..." or "Or choose shifts..." to pick a specific shift.
7. Click the green box to open the fuel reconciliation page.
8. Review the summary information at the top:
   1. Fuel Sales
   2. Financial Reconciliation
   3. Fuel Reconciliation
   4. Shifts
9. Scroll down to the more detailed sections which include:
   1. Sections, Deliveries, Tanks, Grades, Products, Pumps
10. Go to Tanks and expand the section.
    1. Compare the Closing value to the dip reading taken at the end of the day.
    2. If the value is incorrect, enter the correct closing dip.
    3. Repeat this for each tank.
11. If you received a fuel delivery that day, add it before saving.
    1. Follow the steps in the How do I add a fuel delivery? guide.
12. When you're done entering all required info, click Save in the top right corner.

How to create a report from the Daily Reconciliation page

1. Click the Create Report dropdown in the top right corner.
2. Choose the report you want to generate—options include:
   1. Financial Summary
   2. Section Summary
   3. Product Summary
   4. And others
3. You can also access these reports anytime from the Reports tab in the left-side menu.

What to do if you're missing shifts in daily reports

• Restart your computer and any connected services.
• If the data still doesn’t appear within 30 minutes, call XSite Support to refresh your system.