Technician printable end of day report...
I have two pc repair shops and just started using the software. We also don't use cash registers or point of sale systems at this time.
Our current work order software allows the employees to print an end of day report which groups by:
- Payment Type (Cash, check, credit card)
-- Store Name (East or West)
--- Each payment with date, customer name, check #, amount, invoices, unapplied.
The employees deposit checks, cc, and cash. My employees save this to PDF each night into dropbox so the bookkeeper can compare bank statements and deposits against this report.
The z-report may do something like this, however it's very important to our business that the employees have permissions to run this report. I realize this is a new feature and just making a public post to get any other feedback.
I also saw another post regarding more detailed reports between stores. I agree that's important for our company as well. In our current software, we have the ability to create custom reports for various categories such as Payments, Customers, Products, and Sales.
I believe the current Z-Report handles this.
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Ben commented
Can you add the taxes paid for the day to the Z-Report? Separated by each payment type and then a total of all taxes paid.
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@Chuck - The current Z Report doesn't require permissions. You can just click "Close" from the POS. Is there an issue I'm missing here?
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Chuckles (Instigator, RS User) commented
We currently are unable to use cash registers with non admin employees. Right now... we have non-admin staff fill out a paper till count sheet. Then in the morning... a manager looks at the previous nights counts and compares to RS reports. The other unfortunate thing is that we don't necessarily want our Full time staff to have admin capabilities (add delete edit etc...) but want them to be able to open the cash register.
Adding this option into granular permissions would be nice.