Reports

Every report, under its five rows: Sales, Pay Later & Deposit, Tax, Staff and Other.

• The controls every report sharesThe boxes and panels at the top of the back office reports. The Outlet box, the POS box and the line under it, the dates, the By outlet and By POS panels, the note on several currencies, and Export CSV with its file names.
• Sales Report: SalesThe Sales report, figure by figure. Collected, Net sales, tax and service, per cover, where the discounts came from, by order type, by channel and day by day, for the outlets, POS and business days you choose.
• Sales Report: Sales listEvery bill of the days you choose, by number, paid, refunded or voided, and one bill opened with all its lines, taxes, payments and its receipt as the POS prints it, with Previous, Next, Print, Export PDF, Email and WhatsApp.
• Sales Report: Item SalesWhat actually sold, by item, by category or by report group, with the quantity, the discount, the net, the total, the cost, the profit and the margin of each, for the outlets, POS and business days you choose.
• Sales Report: PaymentsThe Payment Summary, method by method. What was tendered in cash, by card, e-wallet, Pay later and deposits, with the change, surcharges, tips and each method's share, and below it the Pay later debts collected and the deposits taken and handed back.
• Sales Report: Payment terminalsThe card terminals (PBB, Fiuu) and iPay88 at your outlet, as each POS used them. The iPay88 calls, with an approved call that no bill recorded, and the Terminal log of every sale, void, refund and check, with what was sent and what came back.
• Sales Report: Promotion SalesWhat promotions, vouchers and manual discounts took off, on the business days you choose. The split of the discounts, each promotion and each voucher with its bills, revenue and cost, day by day, and the bills behind any figure.
• Sales Report: Numbering checkEvery receipt number series, by POS and month, read back for its gaps. The range, how many, None missing or what is, the jumps explained with their reasons, numbers on their way from a POS, the payment receipt, deposit and deposit refund series, and the bills voided under the old rule.
• Pay Later & Deposit Report: Pay later outstandingWhat customers owe on Pay later, as at a day, customer by customer, aged by the day of each invoice into 0-7, 8-30, 31-60, 61-90 and over 90 days, with the invoices close to 12 months unpaid marked for SST.
• Pay Later & Deposit Report: Pay later activityWhat happened on Pay later over the business days you choose. The invoices, the hold sales and those converted, the debts collected by payment method, refunds to Pay later, write-offs and adjustments, by outlet.
• Pay Later & Deposit Report: SST on pay laterThe SST of Pay later invoices by the day they were paid, at the outlet that sold, for an SST return filed on payment. What was paid, written off and refunded, each with its SST part, and a CSV invoice by invoice for the tax agent.
• Pay Later & Deposit Report: Deposits heldThe money you hold for customers as at a day, deposit by deposit. How long each has been held, when it is valid until, the ones expired and still held, the credit kept from a debt paid twice, and the SST part of what is held.
• Pay Later & Deposit Report: Deposit activityWhat happened to deposits over the business days you choose. Deposits and top-ups taken and money handed back, each by payment method, deposits used on bills and forfeited, the deposits counted as sales, and every document one by one.
• Pay Later & Deposit Report: SST on depositsThe SST of deposits by the day the money was received, and of deposit refunds as a credit on the day the money went back, day by day and outlet by outlet, with a CSV deposit by deposit for the tax agent.
• Tax Report › Tax SummaryThe statutory return's source. The base and the tax of every rate, Included in price and Added on top apart, what each was charged on, by POS and outlet by outlet under its SST number, and the CSV for your tax agent.
• Staff Report › CommissionWho earned what on the paid bills of the range. Only lines with a staff member on them earn, and a refund takes the commission back. The tiles, By outlet, the By staff tab with each person's items and subtotal, the Item detail tab with every bill line, and the CSV files.
• Staff Report › AttendanceEvery clock in and out, from the POS, the attendance machines and the back office. The Daily view with its In and Out pairs, the Monthly sheet for payroll, Raw logs with held punches, the Staff and View boxes, Excel and PDF, and a manager adding or correcting a time with a reason.
• Other Reports › StockThe six stock reports under one row of tabs, Purchases, Consumption, Wastage, Counts, Balance and Stock card, what each one answers and when to use it, the outlet switch, the CSV files, and the item names that open the stock card.
• Other Reports › Stock: PurchasesThe posted delivery notes of the range, by supplier, by item or note by note, on the posting day or the invoice date. The tiles, By outlet, the supplier drill-down, the unit costs, the unpriced lines and the CSV files.
• Other Reports › Stock: ConsumptionWhat the sales of the range used from the store room, by the recipes, by ingredient or by dish. Bills posted, Net sales, Menu cost and Stock cost, the bills with skipped components, each dish's margin at stock cost, and the CSV files.
• Other Reports › Stock: WastageThe posted wastage slips of the range, by item, by reason or slip by slip, valued at the shelf average, beside what the sales used on the same days. Slips, Thrown away, Consumed by sales, Waste as % of consumption, and the CSV files.
• Other Reports › Stock: CountsThe shelf counts posted in the range and what they found against the books. Counts, Lines off, Gains, Losses and Net, each count with its gain and loss, and every counted line with its variance, biggest money first, and the CSV files.
• Other Reports › Stock: BalanceWhat the store room held at the end of one business day, and what it was worth, rebuilt from the ledger. As at, Items, Total value, Ledger vs shelf on today's date, Show empty shelves, the customers' kept bottles, each outlet's own line, and the CSV.
• Other Reports › Stock: Stock cardOne item over a range of business days, movement by movement, from an opening balance to a closing one. Choose an item, the tiles, the movements with their Date, Document, What, In, Out, Balance, costs and Note, the time of a kept bottle's movements, the customers' shelf, and the CSV.
• Other Reports › ShiftsThe cash-up history of every POS drawer. Each shift with its POS, who opened it, when it opened and closed, its bills and sales, the float, the cash expected and counted, and the variance, with Net variance, By outlet, By POS and the CSV.
• Other Reports › Day end by POSOne business day at one outlet, POS by POS. The four tiles, Each POS at a glance, a section per POS with its sales, the payments it took, its drawer and its shifts, the Outlet total that is the day's Z reading, which POS a figure counts on, and the CSV and PDF.
• Other Reports › ActivityYour restaurant's own history of who did what, where and when. The question buttons, the Outlet, Person and Search boxes, More filters, Only what changed something, each row as a sentence, the offline note, What changed with its before and after, and why the report is given to a group by name only.