Integration Setup Requirements
Before you're able to start implementing the Full Revenue Push, the following information must be ready:
Opera Cloud settings:
1. Create a New Payment Transaction Code
Go to Administration > Financial > Transaction Management > Transaction Codes
Click New
Configure:
Description: Example “F&B Visa”
Subgroup: Set to a Payment subgroup
Transaction Type: Leave blank or as needed
Classification: Set to Other
Click Save
2. Create a New Payment Method
Go to Administration > Financial > Transaction Management > Payment Methods
Click New
Configure:
Property: Select or confirm
Code: Example “TOAST”
Description: Example “F&B Visa”
Transaction Code: Link to the transaction code created above
Credit Card Type: Leave blank
Click Save
Transaction codes within Opera Cloud:
Beside the normal transaction codes that you created in Opera Cloud, it's important to create additional codes for Adjustments.
A transaction code called ‘Fallback Toast’
A transaction code called ‘Fallback Toast Adjustment’
A transaction code called ‘Fallback Payments Toast’
A transaction code called ‘Fallback Payments Toast Adjustment’
A transaction code called ‘Service Charge Toast’
A transaction code called ‘Service Charge Toast Adjustment’
A transaction code called ‘Gratuity Toast’
A transaction code called ‘Gratuity Toast Adjustment’
A transaction code for your local tax
Use this link to learn how to create a transaction code: Configuring Transaction Codes
Important: All transaction codes used must have a second one with "Adjustment" in the name (see example above). If not, the full revenue push feature will NOT work properly.
If you create a new transaction code or want to use an existing one, ‘Manual Posting’ needs to be enabled.
Configuring PMS (Opera) Settings
Auto Balance Account:
Enable the check box ‘Auto Balance Account’ if you want the payments of the full revenue push to be posted as well. This makes sure that the PI/PM account is balanced out
Configure Payment Accounts:
Select the PI/PM account that will be used as the fallback account.
Important: Please fill in all fields and link all adjustments to the adjustment transaction codes you created.
For more information please use the following link: Onboarding Guide | Toast to Opera Cloud
Configuring the mapping (without 'Meal Periods')
You can map everything to a transaction code (such as ‘Room Charge’) or you can have more detailed mapping, where you map everything separate.
Please make sure to map the Adjustment setting highlighted in red.
Use this link to learn how to create a transaction code: Configuring Transaction Codes
Use this link to learn how to create a Sales Category: Configure Sales Categories
Click ‘Save Mapping’ at the bottom of the screen and make sure all fields are selected, otherwise you can't save
Important: If your property has multiple floors or revenue centers and you apply the same settings for all, the system will automatically implement these settings across all floors—even if they aren’t visibly displayed, same for the Adjustment setting.
If you prefer to map settings separately for each floor, update them individually using the floor buttons at the top.
Additionally, if you have other Toast locations (e.g., Market, Rooftop), ensure you set up the integration for each location following the same process as the Restaurant.
Configuring the mapping (with 'Meal Periods')
Please map all the floors on top that are linked to the meal periods, you do not need to map the first ones. Go back to 'Step 1' if you want to know how to setup the meal periods.
Click ‘Save Mapping’ at the bottom of the screen and repeat this for the other floors with the meal periods
For next steps please use the following link: Onboarding Guide | Toast to Opera Cloud