Financial Reports

Description

The figures your tax adviser asks for, ready.

Financial Reports separates revenue, VAT by rate, and the payment mix. The tax view is built for the VAT return; the financial view is the period the accountant wants, without rebuilding it from receipts.

Why it matters

The problem it removes.

VAT, revenue and the payment mix are three different questions. A daily report cannot answer all of them.

Who it fits

For businesses that prepare a VAT return or hand a period to an accountant.

How it works

Three steps, in the same system.

Set it up once; the work then follows the normal flow of the business.

Separate the figures

1/3

Revenue, VAT by rate and the payment mix are kept apart in the same period.

Read the tax view

2/3

The tax view is built for the VAT return; the financial view is the period the accountant asks for.

Hand it over

3/3

The period leaves the system without being rebuilt from receipts.

What you can do

In daily work.

The things this module takes care of, in the order they happen.

01/04

Revenue and VAT separated by rate.

02/04

Cash, card and tips as their own figures.

03/04

The period view your tax adviser asks for.

04/04

Export the period as a file for the accountant.

On screen

The screens it opens.

Each one is a working screen in SovranPOS, with its own place in the menu.

Financial

1/2

Financial report for the chosen period.

Tax

2/2

Tax by rate, for the VAT return.

How it fits

What it needs.

What has to be switched on for this module to work.

Basic Reports

Daily revenue, sales and end-of-day.

More from Reports

Advanced Reports

Comparisons across periods, hourly figures and per-product analysis.

Report Export

Export reports and data as a file — without a screen of its own.