Reporting Capabilities
Merchant Report Capabilities
The admin user is allowed to setup cashiers by name and a pin code gets allocated to the cahier in order for the cashier to login, once the cashier is logged in all sales performed on the app gets allocated to the logged in cashier, at the end of the cashiers shift a cash-up is done which displays all the items which were sold by the cashier.
The cash-up report shows all the cash-ups that were performed on the app between two dates and it allows the user to reprint a previous cash-up.
The statement report keeps a running balance on the merchants account, the merchant has got the ability to search between a start date and an end date.
The sales report allows the user to view all the sales that were performed on the app between a start date and an end date, the sales report can also get drilled down to display all items that were sold between a start date and an end date.
The invoicing report allows the user to view all invoices the were performed on the app between a start date and an end date, it also allows the user to reprint an invoice.
The payment report allows the use to view all payment that were performed towards his account between a start date and an end date.
The VAT report allows the user to get the VAT report per month via email.
FNB Reporting Capabilities
In order to tailor our reporting capabilities to meet the specific needs of FNB (First National Bank), we propose a collaborative session to ascertain the precise requirements for the reports. This session will facilitate a thorough discussion to identify the types of reports FNB wishes to have available, ensuring that our solution aligns seamlessly with their operational objectives.
During this session, we will work closely with FNB stakeholders to understand their reporting needs, including the frequency, format, and content of the desired reports. By engaging in open dialogue and leveraging our expertise in API integration, we will collaborate to define the parameters for accessing and delivering reports efficiently.
Subsequently, we will allocate an API endpoint dedicated to delivering the identified reports. This API endpoint will serve as a secure and reliable channel for accessing a comprehensive range of reports, tailored to FNB’s specifications. Whether it involves transactional data, account analytics, or any other pertinent information, our API endpoint will be designed to deliver reports in real-time, ensuring timely access to actionable insights.
By adopting this collaborative approach and leveraging API technology, we are committed to providing FNB with a robust reporting solution that empowers them with the insights needed to make informed decisions and drive business growth.
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