388 results found
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Funding date
We would like to see the exported Transactions report include a column for Funded Date. We used to rely on Clientline for a weekly batch report that included every transaction from the batch, the date it was funded (not submitted for processing), last four of card, and cardholder name to reconcile with Quickbooks but Clientline is impossible to navigate after updates
1 vote -
Better Batch Options
Allow merchant to
1. Close their batch through the dashboard.
2. Provide them information on their expected funding time based on when they batch and their time zone.
3. Let the merchant use this information to set their OWN auto-batch time, or to switch their batching to manual.4 votes -
Gross and Net Totals should be COMPLETE totals
We just started using Clover and we noticed that the Gross and Net totals aren't actually complete totals. You have to check your cash/CC/other totals and add those numbers. We've spoken with other vendors and they have told us they have to do similar workarounds to get proper totals for the day's sales. This should be fixed ASAP. If we can't trust the Gross and Net totals displayed at the top of the Sales Report on the web dashboard, why are they there?
1 vote -
EDT vs EST
Time by time the export in Excel format has same records with EDT and other lines with EST.
Seems a bug of the system.Anyway add EDT or EST in the same column of the Date/Hour do not allow to use that column with the Excel functions.
Should be better that EDT/EST was in a separate column.If you need same more ideas on the export I am available on my email.
1 vote -
Report based off of Clover Dining Sections
Merchants would like the ability to have a report that breaks up sales based off of sections in the Clover Dining app. They hope is that restaurants can tell which dining areas are the busiest.
2 votes -
Wholesale price and assets of inventory.
In the INVENTORY APP, we are able to track the number of available items in stock for any specific item (we can scan them into inventory using the barcode). I
If you were to add a COST OF GOODS column to that item, we would then be able to know the assets of those items which we are holding in inventory.
Being able to total up all our inventory and know the assets sitting in our stockroom is vital to any business!
Also, having a COST OF GOODS price column, compared to the RETAIL price column, would allow the system…
5 votes -
Cash Vs. Card needed on Employee Reporting for Managers
Clover Dining, need ability at end of night on Employee Reporting for managers to see not just totals, but Cash Vs. Card Totals so Managers know how much $$ to collect from their servers. This is only available in steps on the Dashboard and there needs to be a quick way to accomplish this on the device.
4 votes -
Detailed batch report printable
Please create a printable detailed batch report that shows the batch total and a list of all transactions (sales and refunds). Maybe you can add that to the "Closeout" screen so I can click on the batch "details" link and print the report. Thank you,
4 votes -
Batch Report to Include Transactions
Merchants have discrepancies between what the Closeout App cites as the batch total versus what they receive in their Deposit. To reconcile, we need to pull a batch report that clearly cites what transactions were funded in each batch. Clientline used to provide this report, but recent changes on that portal make this an even more urgent need on the Clover platform
2 votes -
Batch total on Orders menu
Include batch $ total on the Orders menu. Going to Closeout to obtain this information is an additional step that is time consuming. For me, it takes several minutes to load the Closeout menu.
Previous software version included daily batch $ with the specific order amounts ... please bring that back!!!!
1 vote -
Vendor Field
A field for Vendor in the Item Information so when looking to order new item, I know who I bought it from.
3 votes -
Print the date on the closeout report
Closeout App: when the batch report is printed on the device, it does not include the date & merchants must write this down manually on the printed report. Please print the date.
1 vote -
Automatic Reporting
It would be nice if you could automatically send certain reports via email.
6 votes -
Please allow bulk editing
We often want to change multiple items at once, but presently need to go in and change them one at a time. Please allow the selection of multiple inventory items and bulk updates.
3 votes -
Sales report additions
Sales Report: Can you add a breakdown for the following with totals only.
$Catering
$Food and Beverages
$Alcohol1 vote -
Orders
In the online interface, you should be able to sort what kind of order you want to see, for example. I only want to see open orders, I should be able to see only those. There would be no "time - range" requirement, because I just want to view the open orders without having to scroll through all orders to find them.
2 votes -
Transactions excel download - Include column for phone number and column for email of customer . I
I export Transaction Excel Report and having the phone number and email included in Transaction report would be easier than opening detail, looking at receipt and copy/paste into the excel report. Especially since working with over 500 orders.
1 vote -
Sales Report by specific time / day
We have 4 companies using Clover. 12 devices. As a manager I need to quickly review the sales. Example Lunch hour - 12-3 pm on Monday. The dashboard pulls up the sales but I can’t scroll using the next day button anymore. Now it reverts to Monday at 3-6 pm.
Apparently this is an update but it took away our ability to easily scroll through the days - AT THE SAME TIME FRAME. We need this function back or at least an option to continue to next day or next 3 hr time frame.1 vote -
Add link to deposit reports to show breakdown of each transaction and the date of the transaction
I find it somewhat difficult to reconcile my accounts as the Deposit reports only have the total for each card used. It would be helpful to have a link from the total of each card showing the breakdown of each transaction and the date of that transaction. The total of each card may contain a couple of days transactions and this makes it more difficult to reconcile with Quickbooks Online.
2 votes -
Must be able to drill down on tax reports!
It is impossible to get an accurate sales tax report or to find out where the errors are because you can't drill down on categories in the sales tax reporting, or filter by order source.
2 votes
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