> ## Documentation Index
> Fetch the complete documentation index at: https://help.zentrixcloud.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Generate and Export Accounting Reports in Zentrix

> Generate and export Zentrix Cloud Accounting reports: sales, tax, cash-up, and payment method breakdowns. Filter by branch and date range, then download for your records.

Zentrix Cloud Accounting (Beta) includes built-in reports that turn your connected sales, booking, and expense data into downloadable summaries. You can filter by branch and date range, then export results for your accountant, tax filing, or internal review. This page covers the main reports and how to use them.

<Note>
  Accounting is currently in Beta. Report names and export formats may vary. Check the in-app UI for the latest options.
</Note>

## Available reports

<CardGroup cols={2}>
  <Card title="Sales report" icon="receipt">
    A breakdown of income from POS sales and bookings. Filter by branch, staff, product category, and date range.
  </Card>

  <Card title="Tax summary" icon="file-invoice">
    Tax collected and tax owed based on recorded transactions. Useful for periodic tax filing and compliance checks.
  </Card>

  <Card title="Cash-up report" icon="coins">
    A reconciliation-style summary of expected cash and actual takings to help you close out a shift or day.
  </Card>

  <Card title="Payment method breakdown" icon="credit-card">
    How much income came through each Zenso method (card, QR, pay-by-bank) and any other recorded payment types.
  </Card>
</CardGroup>

## How to generate and export a report

<Steps>
  <Step title="Open Accounting reports">
    From the admin sidebar, go to **Accounting (Beta)** and open the reports area.
  </Step>

  <Step title="Choose a report">
    Select the report you need, such as sales, tax, cash-up, or payment method breakdown.
  </Step>

  <Step title="Set filters">
    Pick a date range and branch. If you run a single branch, the default is usually your main location.
  </Step>

  <Step title="Preview the results">
    Review the on-screen summary to confirm the numbers match your expectations before exporting.
  </Step>

  <Step title="Export">
    Download the report in the available format for your records or to share with your accountant.
  </Step>
</Steps>

<Tip>
  If you use multi-branch, run the report once per branch for location-specific details, then run the consolidated view for the whole business.
</Tip>

## 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.