Evidence: Reports, invoices and cash book

In the web desk, navigate to "Documents". This page groups completed transactions into four tabs: Z-Reports, Employee Reports, Invoices, and Cash Book.

Select time period

Use the tabs to select the time period. Under Predefined period, you'll find User-defined, This week, Last week, This month, Last month, This year, and Last year; only with User-defined can you freely set the From and To dates. If the period exceeds 14 months, the system will display the message: The maximum period is 14 months.

The Four Horsemen

Z-reports list the number and total sales for each shift. If the cash register was counted, they also include a cash reconciliation: expected/actual with difference and cash withdrawal; you can download the Z-report as a PDF on the right. Employee reports show the sales of each employee per shift and deliver them as a ZIP archive.

Under "Invoices," each invoice is listed with the date, table, invoice number, amount, and payment method. Before the PDF, the "Invoice Details" dialog asks whether the customer is a private or business customer, their address, and optionally whether to include a receipt. The "Cash Book" records each transaction with the amount, balance, category, and notes, as well as the buttons for PDF and DATEV export.