Reports

• Daily report

  Closing the day: cash register, card terminal, number of customers, cash reconciliation and VAT breakdown.

  In this article: What the Reports module contains · Adding a report · Correcting and deleting a report · Breakdown of takings by VAT rate (optional) · Monthly summary · Date range and export · Several sales points, delivery platforms and cash taken out

• Sales points in the daily report

  Several shops or stalls: a separate daily report for each sales point and takings split by sales point.

  In this article: Who it is for · How to turn on sales points · Daily report for a sales point · Takings by sales point · Turning sales points off

• Sales channels and cash taken out of the register

  Amounts from Pyszne.pl, Uber Eats and other channels next to the register takings, and itemising money taken out of the register with a reason.

  In this article: Why sales channels · Rung up on the register or off-register · How to add a channel · Amounts in the daily report · Cash taken out of the register with a reason · Month summary

• Takings entered by staff

  The salesperson closes the day and enters the takings themselves, without seeing other days or summaries. They can correct it until the end of the day, after that the Administrator does.

  In this article: How it works · Who has this permission · Which sales points the employee enters takings for

• Importing daily reports from Excel (XLSX)

  Upload your takings history from an Excel file, the whole database in a few clicks.

  In this article: Why import from Excel · How the import works · Automatic column recognition · Manual column mapping and the template · Register takings and card terminal payments · Duplicates, empty days and overwriting · What is calculated after the import

Reports module features

What you will find in the app under “Reports” in the menu. Click a feature to read its description.