Banking Report

History of recorded bankings

Accounts Export Report
Net of VAT Sales Breakdown
Cash Drawer Alerts Report
Timings of cash drawer openings
Cash, Card & Cheque Summary Report
Breakdown of takings
Comparisons & Charts Reports
View sales performance over time
Deposit Statement Report
Shows historic deposit position
Discounted & Complimentary Sales Report
Items discounted and reasons
Full Price List
As its name suggests this report simply lists all current sale items and their price
Gift Card Reports
Sales, redemptions and balances on gift cards
GP Reports
This is a powerful suite of reports giving details about gross profit in a selected period.
Group Sales Report
View an overall summary of all shifts in a date range
Live Tab Sales Report
Items added to current tabs in period
Live Tabs Report
Details of all current tabs
Loyalty Discount Report
Breakdown of discounts given to loyalty card holders
Online Ordering Report
Breakdown of online sales
Payment Transactions Report
Report on types of payment taken
Promotions & Price Bands Report
Discounts under promotions or price bands
Refusal Log
List of all refusals to serve
Sale Item Report
This report shows details about selected sale items.
Sales Analysis
Performance broken down by tab type
Sales by Sales Price Report
This report shows all sales in a period by item and by price

The banking report provides a breakdown of all banking recorded between the selected dates. Each instance of a banking record is shown in date order with details as follows;

  • The name of the staff member who recorded the banking
  • The amounts of Cash & Cheques and Cards declared in the shifts banked, along with a combined total
  • The amounts of Cash & Cheques and Cards banked and the combined total
  • Any difference between the two totals
  • The reason for any difference given at the time the banking was recorded
Banking Report

As with all reports this can be printed or exported to email or to file. The Bank Date column has an on screen pop-out icon next to each date. Clicking this shows details of the shifts included in the banking. The details shown are

  • Till
  • Shift Date
  • Shift Number
  • Cash & Cheques (declared)
  • Cards (declared)
  • Total
Banking Popout

Additionally, the heading for this report contains the banking slip and security company slip if they were recorded for this banking. This pop-out report can also be printed and/or exported.