Export Epos Now book keeping reports
This flow template gives you a good starting point and you can customise it as needed.
Send us an enquiry or book in a call, whatever suits you best.
Run automatically or manually
You can run this flow automatically on a schedule, for example every weekday at midnight, or choose to run it manually via our dashboard when you need it.
Fetch the book keeping reports
The flow will fetch the book keeping reports from your Epos Now account ready for filtering
Target the reports that match your filters
You can specify which reports this flow applies to.
See the customisations section later on this page for a full list of available filters.
Export the reports
This is where you can specify what you want to export. Add as many columns as you like and you can even chain together actions for the same field.
See the customisations section later on this page for a full list of available actions.
Customisation
Learn more
Triggers are the events that start the flow.
For example, run at 6pm on Mondays, Wednesdays and Fridays.
Scheduler
Set your flow to run automatically at a specific time or interval. Choose from monthly, weekly, daily or hourly.
Manual Run
Run your flow manually using our dashboard. This is useful for testing your flow or running it on demand.
Filters allow you to apply the actions only to the objects that pass the filter criteria you specify.
For example, filter by the customer type or where the customer name contains certain characters.
Product Article Code
Product Barcode
Product Category Name
Cost Price
Customer
DateTime
Device Name
Discount Reason
Discount Value
EatIn or TakeOut
EatOut
Customer Forename
Customer Full Name
Location Name
Margin
Net Sales
Nominal Code
Notes
Product Name
Product
Quantity
Quantity Unit
Staff Name
Staff
Customer Surname
Tax
Tax Code
Tax Rate
Tender Name
Customer Title
Total Sales
Customer Business Name
Customer Card Number
Customer Contact Number
Customer Contact Number 2
Customer Current Balance
Customer Current Points
Customer Customer Address
Customer Dateofbirth
Customer Email Address
Customer Expirydate
Customer Forename
Customer Id
Customer
Customer Max Credit
Customer Notes
Customer Referencecode
Customer Sign Up Date
Customer Sign Up Location
Customer Surname
Customer Title
Customer Type
Product ArticleCode
Product Barcode
Product Brand
Product ButtonColour
Product Category
Product Colour
Product ContainerFeeId
Product CostPrice
Product CostPriceTaxGroup
Product Description
Product EatOutPrice
Product EatOutPriceTaxGroup
Product ExcludeFromLoyaltyPointsGain
Product Id
Product
Product IsArchived
Product IsCostPriceIncTax
Product IsEatOutPriceIncTax
Product IsMultipleChoiceProductOptional
Product IsSalePriceIncTax
Product IsTaxExemptable
Product IsVariablePrice
Product MultipleChoiceNote
Product Name
Product OrderCode
Product PopupNote
Product ProductType
Product RrPrice
Product SalePrice
Product SalePriceTaxGroup
Product SellOnTill
Product SellOnWeb
Product Size
Product Sku
Product SortPosition
Product Supplier
Product TareWeight
Product UnitOfSale
Product VariantGroupId
Product VolumeOfSale
Staff HourlyRate
Staff Id
Staff
Staff MainLocationId
Staff Name
Staff ReferenceCode
Staff RoleId
Staff ShowAtAllLocations
Category Id
Category Name
Category Description
Category Parent
Category Nominal Code
Category Reporting Category
Category Sort Position
Category Is Wet
Category Show On Till
Product Category Course Id
Product Category Reference Code
Product Category Image Url
Product Category Printer Type Id
Product Category Popup Note Id
Product Category Root Parent Id
Brand
Brand Id
Brand Name
Brand Description
Multiple Choice Notes Id
Multiple Choice Notes Name
Product PopupNote
PopupNote Id
PopupNote Name
Supplier
Supplier Id
Supplier Name
Supplier Description
Supplier AddressLine1
Supplier AddressLine2
Supplier ContactNumber
Supplier ContactNumber2
Supplier Country
Supplier EmailAddress
Supplier PostCode
Supplier Town
Supplier Type
From Date (Filter)
To Date (Filter)
Actions allow you to make changes to the objects that pass the filter checks.
For example, set the customer balance to 10 or add 20% to the existing balance.
Product Article Code
Product Barcode
Product Category Name
Cost Price
Customer
DateTime
Device Name
Discount Reason
Discount Value
EatIn or TakeOut
EatOut
Customer Forename
Customer Full Name
Location Name
Margin
Net Sales
Nominal Code
Notes
Product Name
Product
Quantity
Quantity Unit
Staff Name
Staff
Customer Surname
Tax
Tax Code
Tax Rate
Tender Name
Customer Title
Total Sales