We entered our sales items as inventory items and we entered the general ledger number as the product code. I would like to produce an excel file for sales by date, by inventory item with the sale amount and the general ledger number. Our accounting firm will use this to reconcile our bank deposits and credits and post the their accounting system. Is there a way to generate custom reports in Clover? Do you have another idea?
Hi Johnny,
Have you tried the Clover Reporting tool to generate the resources you're looking for? It's available via the web dashboard, or at:
https://www.clover.com/reporting/m/{MID}
Thanks,
Mark
Try out our Nutshell app too - its free and might serve your needs: https://www.clover.com/appmarket/apps...
Hi Johnny,
We have an app called Automatic Reports which currently will satisfy some of your needs. We are also about to launch additional reports that should satisfy the rest.
Feel free to reach out to us at support@tursus.com - we are happy to discuss in more detail and learn more about your specific needs.
Thanks!