With Noona POS we've got you covered with 8 amazing types of reports! What's even better is that you can personalize these reports to find exactly the information you're looking for.
We understand that figuring out which report your bookkeeper needs can be a bit overwhelming, but worry not! We have a handy tip that will make things easier for you.
To streamline the process, we suggest creating a dedicated account for your bookkeeper. By using the permissions settings, you can customize this account to grant access only to the specific reports and information your bookkeeper requires. It's a simple yet effective way to ensure smooth collaboration. We'll explain this further below, so keep reading! 😊
If you prefer sending reports rather than giving your bookkeeper an account to access them you can do so by going into Sales → Reports.
There you can find the all of the reports but the most common ones to send to bookkeepers are STAFF SALES and SALES BY PAYMENT METHOD, depending on how much detail is needed.
You can choose what employees you see in the STAFF SALES report by clicking "Advanced search" and the time period by clicking the dates shown on the top.
In the Sales by Payment Method report you can only choose the time period and will there see in total how much you made broken down into for example card, cash, payment app, etc.
Once you have selected the right dates and employees you can go ahead and click download report to send it over to your bookkeeper 😄✨
Creating a bookkeeper account
By giving your bookkeeper an account you will never have to remember to send your bookkeeper the right reports! 🎉
Start by adding the new role by going to Settings → Roles → +New Role → set the role name as "Bookkeeper" for example → make it based on either owner or staff member, it does not really matter
Now we need to set the permissions of that role, the only thing your bookkeeper will need to see is related to Sales and Reports so you can start by unchecking everything else.
We recommend leaving only these 2 checked:
Now that the roles are set we can go ahead and create an account for the bookkeeper. This is done in the same way as when you create a new staff member: Go to Home → Staff → "New staff member +" → add the name and email of your bookkeeper → Make sure that you uncheck "Display on calendar"
Note that you need to know your bookkeepers email for this step.
And this is what your bookkeeper's account will look like, no calendar available and only able to open up the Sales and Reports:
If you have any questions don't hesitate to reach out to us through the chat bubble ❤️💬