This article shows you how to review daily fuel and shift data in the Daily Reconciliation page, correct tank dips and deliveries as needed, and save the reconciliation so you can ensure fuel sales, inventory levels, and shift data are accurate and balanced for reliable daily reporting.

Before you begin

• You must have access to Fuel/Shift features.
• Fuel shifts must already exist for the day you are reconciling.
• Any fuel suppliers used for deliveries must already be set up.

Steps

1. Go to Fuel/Shift in the side menu and click [Daily Reconciliations].
2. Use the Sites dropdown at the top to select your location.
3. Set the Status dropdown to All.
4. Choose a date range using From Date and To Date, or the Date Range dropdown.
5. Look on the left for a green box with a date to find shifts that still need reconciliation.
6. Click [Or choose date…] or [Or choose shifts…] if you want to select a specific shift.
7. Click the green date box to open the reconciliation page.
8. Review the summary sections at the top of the page.
9. Scroll down and expand Tanks.
10. Compare the Closing value to your end-of-day dip reading.
11. Enter the correct closing dip if the value does not match.
12. Repeat the dip check for each tank.
13. Add any fuel deliveries for the day before saving.
    1. Follow the steps in the Add a fuel delivery guide.
14. Click [Save] in the top-right corner to complete the reconciliation.

Tips & Warnings

• A green date means the shift is not finished yet. This is normal.
• Filters only change what you see, not which days still need reconciliation.
• Always enter fuel deliveries before saving the reconciliation.
• Incorrect dip readings can cause fuel variances in reports.
• If a shift is missing, restart your computer and connected services.
• If data does not appear after 30 minutes, contact XSite Support.

Video Guide

Video Tutorial