Financial reports

The Financial reports page displays a list of available financial reports. Each report is accompanied by a description of what the report is for:

• Discounts - See which orders were discounted and for what reason. Know who performed the discount. Monitor discounts as a percentage of sales.
• Integrated payments - Lists all successful payments for integrated payment types. Also lists attempted but failed payments along with their reasons as well as refunds.
• KPI - The Key Performance Indicator report shows your important metrics for the last 14 periods.
• Online orders - See all your online orders per integration channel. Know the reason an online order may have failed to integrate. Have peace of mind that all online orders that failed to integrate were rung up manually.
• Over under - The over under report shows the control total, pos total and over / under amounts for every payment type for the last 14 days, last 14 weeks or last 14 months.
• Recon - Your accountant's report to use in the reconciliation process. Compare your bank account against all payment channels such as credit card sales. Separate tips received into your bank account from sales.
• Royalty - Used by many franchises as a declaration of monthly sales. Calculates the amount of royalty that is owed to the franchisor by the franchisee.
• Tax - Shows all output taxes for a month grouped by day. The report supports VAT as well as more complex tax requirements such as municipal tax and tourism levies.
• Voids - See which invoices were voided. Also see which items were deleted off unsaved invoices. See who is performing these potentially high risk activities and why. See your voids as a percentage of sales.nt here.