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Management Functions

Welcome to the feedback forum for Clover Management Functions. Please share your ideas for how we can update our Clover management software to help merchants run their business simply and easily. Specifically, this forum should only include ideas surrounding built in management functions (feedback on business management apps should be included in the Apps/App Marketplace forum). We are listening and we use this feedback to prioritize our roadmap.


Here are quick descriptions of each category so that you can easily locate and post ideas in the correct place!


1. Clover Dashboard Functionality: Share your thoughts on how the Clover Dashboard as a whole can function more effectively. 

2. Restaurant Menus and Clover Dining: Share your thoughts on all functions that specifically have to do with Clover Dining such as Clover’s built-in menu creation feature.

3. E-Commerce Management/Clover Online Ordering: Please include all your feedback and suggestions for enhancing Clovers e-commerce management software including Clover Online Ordering.

4. Inventory/Order Management: Please include all your feedback and suggestions for enhancing Clovers inventory management software.

5. Receipt Management: Provide ideas related to order receipts here including kitchen receipts, customer receipts and merchant copies. Tell us how Clover can enhance the processing of, information on, and appearance of various types of receipts.

6. Employee Management: Please include all your feedback and suggestions for enhancing Clovers employee management software. This includes permissions, viewing and editing employee roles, employee satisfaction, scheduling, owner access and more. If you have tipping suggestions, please include these ideas in the Tipping category of the Taking Payments forum.

7. Software Plans: Here you can provide feedback on Clover’s software plans. Please specify which plan your idea is featuring (Table Service Restaurants, Counter Service Restaurants, Register, Essentials, Payments).

8. Other Management Suggestions: Place your idea here if you have feedback that does not fit in any of the other forum categories.


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83 results found

  1. employee permission on what they can view. when my staff opens up to create an invoice all my total sales show on the screen. i do not want my staff to see that. it should only show create invoice and in another screen there should be previous invoices. and screen should be accounting reports

    1 vote

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  2. We need the ability to use the app to LOG OUT staff who forgot to log out and LOG IN staff who forgot to log in. Make life easier and have less payroll issues.

    1 vote

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  3. It would be nice to be able to download the staff - codes - roles to excel. So we can easily see user codes. We have staff that works at two of our companies and it would be nice to easily see what codes they are using to build in other companies.
    Or if we have linked companies ..... have an option to build them in more then one company at time of building.

    1 vote

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  4. Please make the Employee filter in reporting searchable. Merchants (Taxis) may have 600 employees to drop down through...needs to be a searchable field.

    1 vote

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  5. Merchant would like to be able to narrow down an employee's reporting access to a specific inventory category or order type, rather than an all or nothing for Reporting. For example, they have an employee who manages their events. They would like that employee to have access to sales reporting ONLY for the Events category, not ALL sales reporting. Otherwise, all sales reporting access must be disabled and another member of management has to pull and edit the reporting before sending to the events manager.

    1 vote

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  6. Please make it so employees cannot get passed the lock-screen without clocking in by making the clock-in prompt undismissable. Meaning, when you hit cancel instead of clock-in, you are brought back to the lock screen. This will prevent employees from accidentally processing transactions without being clocked in.

    1 vote

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  7. As a restaurant operator I find it absolutely horrifying and an immense oversight that my employees can process transactions under their own credentials without being clocked in. As a result, these transactions do not appear on the shifts report, but do appear in both the transactions and reporting apps. We hold our credit card tips, as such the employees rely on the shifts report in order to determine how much card tip they are owed and how much cash they must turn in to the house (their total cash sales).

    This week I was short, twice, because the "pop-up" to…

    1 vote

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  8. We have multiple locations, but utilize the same employees at those locations. We need the ability to enter an employee once at the Multi-Location level and have the ability to select which location they need to be authorized for. Right now we have to enter the same employee at each location, which is time consuming and the margin for error is greater in not getting Access Code, Role etc the same in each place.

    1 vote

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  9. Our business is a grooming salon and our receptionist cashes payments. Therefore the name of the receptionist is on the receipt, but not the groomer who the tip belongs too. There should be a way to assign a service provider to a ticket to account for tips and commission! This seems like a basic feature that any service business needs.

    1 vote

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  10. Cash Drawer Permission: If there's an order of $0.00, create a permissions for employees not being able to take it. Some merchants complain because there are cases where the employee adds a discount and leaves it on $0.00 and they cannot control the cash drawer movements with that.

    1 vote

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  11. We do have Non-Profits that purchase from us and are Tax Exempt, I would like to have the ability to remove the sales tax to be restricted to Manager's only so that any random employee can't remove taxes from any order (which we are still on the hook for!!)

    1 vote

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  12. Merchant do not want any of her employees to have permission to process manual card entries and would like to have the feature remove from all flex 2nd gen devices

    1 vote

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  13. merchant employee's are able to see the day's total sale amount after logging out of the admin account
    merchant is stating that the device didn't previously show the total sale amount on the employee screen/ merchant has the permissions removed from the employee's permission but they are still able to see the closeout on the screen it comes and it goes after logging out of the admins account
    uploaded screenshots of it showing and then disappearing on the employee account I did recommend to closeout out of the application. Tier 3 advised to submit enhancement request since is no permission…

    1 vote

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  14. Owner passcode should be restricted from being changed or accessed by Admin role.

    1 vote

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  15. Employee Name Displayed on Non-Table Order Section like the other section same

    1 vote

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  16. When a manager refunds an item or sale, say for instance a cash sale, the manager then shows a negative cash amount on the manager number, but the server still shows the cash amount. If the manager does multiple refunds for different servers, it become hard to figure out in the instances where the servers hold their own banks.

    Turning on refunds in the permissions for servers in not a good option.

    1 vote

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  17. Management needs to have access to add/edit employees from their specific location. As a franchisor I need this feature so my franchisees don’t have access to each other’s store info/reporting. Please let me know if this feature can be added to my account.

    1 vote

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  18. Currently, the billing & statements options are only viewable by owner & admin roles. We have created roles for our finance team that gives them access to reporting only & nothing else, but there is no option to give them access to statements without making them an admin.

    1 vote

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  19. My daughter and I share the bookkeeping job. When she is here, she has trouble signing in at times as it sends the security code to my phone. If I am not near my phone she is out of luck. Can we have two cell phones to receive from so she can pick hers. Thank you

    1 vote

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  20. I think it would be useful to have the option to "Remove Taxes From Order" permission assigned to groups of users instead of all users.

    1 vote

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