Accounting is currently in Beta. Report names and export formats may vary. Check the in-app UI for the latest options.
Available reports
Sales report
A breakdown of income from POS sales and bookings. Filter by branch, staff, product category, and date range.
Tax summary
Tax collected and tax owed based on recorded transactions. Useful for periodic tax filing and compliance checks.
Cash-up report
A reconciliation-style summary of expected cash and actual takings to help you close out a shift or day.
Payment method breakdown
How much income came through each Zenso method (card, QR, pay-by-bank) and any other recorded payment types.
How to generate and export a report
1
Open Accounting reports
From the admin sidebar, go to Accounting (Beta) and open the reports area.
2
Choose a report
Select the report you need, such as sales, tax, cash-up, or payment method breakdown.
3
Set filters
Pick a date range and branch. If you run a single branch, the default is usually your main location.
4
Preview the results
Review the on-screen summary to confirm the numbers match your expectations before exporting.
5
Export
Download the report in the available format for your records or to share with your accountant.
Common use cases
- End-of-day close — Run the cash-up report to compare expected takings against actuals before signing off.
- Weekly review — Export the sales report to see which products and services drove the most revenue.
- Tax filing — Use the tax summary to prepare returns with confidence that the numbers match your recorded transactions.
- Reconciliation — Check the payment method breakdown against your Zenso settlement notifications to spot any gaps.