388 results found
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Export Cash Report with (Inventory) Line Items
We need to be able to pull a report that shows CASH v. CARD sales and is broken down to the Inventory Line Item. We can see that this report is available in the web dashboard under "ORDERS" but it does not export to excel the Line Items data. Please implement this easy feature to make our accounting down to the line item easier! :)
3 votes -
Merchant Processing Statement permissions
Need allowable permissions to be created so a non-owner of the account can access and view the Merchant Processing Statement.
2 votes -
Add a 'Sales Date' Column
Is it possible to add a 'Sales Date' column. there is on the 'deposit date' column when reporting deposits.
1 vote -
2. Limited reporting – the description field which can be a unique identifier for the users is blank on the download report - If the merchan
For unique identifier we are not able to match back to report in Virtual Terminal as the "note" or "description" field remains blank - does not pull in the key field of info that we need to make our process more efficient and less manual.
2 votes -
1 vote
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Short Shift-End Printed Report
Is there a short summary report that they can print out after they are done counting that shows if they are short or over? In our old POS, my employees attached such a report to their end-of-shift deposit envelopes twice a day.
1 vote -
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 -
Unit price should print on receipts even when the item is set as having a "variable price".
Unit price should print on receipts even when the item is set as having a "variable price". Currently only items with a fixed price will print the unit price on the receipt. Customers don't care what our settings are... they want to see a unit price no matter how we have our pricing set in the software. This is common sense!
2 votes -
System files tip adjusted transactions as partially paid
Tip adjusted transactions show in reporting as partially paid. This causes the printed employee report to exclude the service charges (gratuities) from those transactions.
2 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 -
Add Surcharge Totals to Closeout Report
Please add the totals from the day's surcharging through Fiserv to the Clover Closeout report, it currently doesn't display there and is the best report for EOD reporting for small businesses.
4 votes -
Tender Type report, daily for a custom date range
I need to be able to run a "tender types" report by date for a custom date range. Exactly the same functionality as the sales report, which allows for DAILY SUMMARY or TOTAL toggle, but in the tender type it only allows for the summary.
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 -
Customer Name, Amount and Invoice Payment number listed on transaction summary
Would like to see customer name, transaction amount, Reference or invoice number and last 4 of card number listed on the transaction summary report. Similar to what I had with payeezy/First Data. It was a streamlined summary of activity for a given day that was very useful.
3 votes -
Daily Sales Report
Daily sales report that at the end of the day is generated and automatically send an email on file with summary information, including Gross Sales, Net Sales, Tax, Credit Card and cash (amount collected) So far, the only option is closeout report but it does not have the whole picture of the company daily sales activity.
4 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 -
Clover Flex - Add option to view/print ITEMS sales by This Device
My organization is currently using 2 Clover Flex and will be purchaing 24 more devices. I have created 27 categories for the menus at our 10 service locations. Currently the ITEMS sold by CATEGORY report lists all items sold in each category on every device in use. I have multiple devices selling from the same category. We would like to be able to print ITEMS sold by CATEGORY by THIS DEVICE, directly from the Clover Flex. This will save time and paper and not require me to grant employee access to the Clover Dashboard online.
3 votes -
Sales report additions
Sales Report: Can you add a breakdown for the following with totals only.
$Catering
$Food and Beverages
$Alcohol1 vote -
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
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