Toast Tips Rollup Methods In Bookkeep

Overview

Tips collected through Toast are posted to the Gratuity Collected line of your daily summary. The Tips Rollup Method controls how those tips are grouped into subcategories on that line.

Bookkeep supports two options for Toast:

1. Payment Type (default)

2. Sales Rollup Method

Like the revenue and discounts rollup settings, this changes only how the tip total is labeled and grouped. The total posted to Gratuity Collected does not change.

Available Options

1. Payment Type (default)

Tips are grouped into a single total per payment type, separating card tips from cash tips.

Subcategory	Amount
Tip	$484.25
Cash Tip	$0.00

This is the default for every Toast connection, and is the behavior all existing connections have unless the setting is changed.

Use this option when:

• You post tips to a single tip liability account

• You do not need tips broken out by menu or service dimension

• You want the simplest possible Gratuity Collected line

2. Sales Rollup Method

Tips are grouped by the same dimension as your revenue rollup, so the Gratuity Collected line breaks down the same way your sales do. The cash and card distinction is preserved, and the dimension is appended to it.

With a revenue rollup of Menu Category + Dining Option, the tip lines become:

Subcategory	Amount
Tip-Food-Dine In	$412.00
Tip-Food-Uber Eats - Delivery	$48.00
Tip-NA Beverage-EzCater	$24.25
Cash Tip-Food-Dine In	$0.00

The dimension follows whichever revenue rollup the connection uses, so the same setting produces Tip-Bar on a Revenue Center rollup, or Tip-Dinner on a Restaurant Service rollup. See Toast Revenue Rollup Methods for the full list.

Use this option when:

• You want to see which dining options, menu categories, or service areas generated tips

• You allocate or analyze tips alongside the revenue that produced them

• You map tips from different parts of the business to different GL accounts

What is Included

The Tips Rollup Method applies to every tip Bookkeep records on the Gratuity Collected line:

• Card tips taken on a payment

• Cash tips entered against a payment at the point of sale

• Auto-gratuity, where Toast applies a service charge flagged as gratuity

• Tip refunds, which reverse against the same subcategory as the original tip so the line nets correctly

Cash Tips Declared Per Shift

There is one category of tip this setting cannot split: cash tips that employees count and declare after a shift.

Toast records declared cash tips as a lump sum per shift, attached to an employee's time entry rather than to any individual order or check. Because there is no associated order, there is no menu category, dining option, or revenue center to attribute them to. This is a limitation of how the data is recorded in Toast, not a Bookkeep setting, and it applies to any grouping dimension.

If your restaurant operates a tip jar or otherwise relies on post-shift cash tip declarations, contact the Bookkeep support team to discuss how those amounts should be handled in your entries.

Changing the Setting

The Tips Rollup Method is configured per connection in the Toast Settings located under the My Apps tab within the Connections view, alongside the Sales and Discounts rollup settings.

Two things to know when changing it:

• New subcategories need account mappings. Switching to Sales Rollup Method produces new subcategory names such as Tip-Food-Dine In. These need to be mapped to a GL account before entries containing them will post.

• Past entries keep their original grouping. Days already posted retain the labels they were posted with. If you want history restated on the new grouping, refresh those days after changing the setting.

Benefits

• Tip visibility aligned with how you already report revenue

• Flexible GL mapping across dining options, categories, or service areas

• Accurate tip liability tracking on the Gratuity Collected line

• No change to totals, so switching is safe to reconcile against prior entries