Summary
With the KLARA POS journal, you can create reports for any period you choose.
A simplified version of the POS journal is also available directly on the KLARA POS.
The following covers the POS journal in the KLARA web version, which you can find under the menu POS system → Journal.
Want to know which team members collected how much in tips, and at which branches, last month? Or which customers generated the most revenue across all branches? Or do you need an export of all sales and revenue by location for your accounting? The POS journal helps you answer these questions and countless others.
In the bar at the top, you will find various tools to change the data shown in the POS journal:
- Full-text search: for example, to find items sold (by entering the item name) → the journal then shows all sales that include these items
- Time period selection: choose a predefined or custom period
- Filters: switch certain filters on or off
- Columns: decide which columns appear in the dashboard and which do not
- View: save your own views for later, so you don't have to rebuild your reports from scratch every time
- Download: download the data as CSV, Excel or PDF
Click a sale to open its details, where you can see all the information about it, such as the VAT rates, the items sold and any notes:
Administrators with the required permission can cancel a POS sale by clicking the three dots and then “Cancel transaction”.
Please note: if the transaction has not been posted yet, the command is called “Delete transaction” and deletes the transaction. If it has already been posted to KLARA Accounting, the command is called “Cancel transaction” and creates a second (reversal) transaction with the opposite sign and the same time as the original. This brings the POS revenue back to zero. If the POS is synchronized with KLARA Accounting, the reversal transaction will be posted in the next posting run, and your accounting is then up to date.