Export Epos Now petty cash reports

reports Available

This is a blank template where you can add filters and actions as needed to build you own custom export. We have a large selection of filters and actions that can be applied in any sequence you like.

This flow template gives you a good starting point and you can customise it as needed.

We’d love to hear about what you want to automate and can advise on how to use flow to meet your requirements.
Send us an enquiry or book in a call, whatever suits you best.

When this happens…

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.

Trigger

Get the data …

Fetch the petty cash reports

The flow will fetch the petty cash reports from your Epos Now account ready for filtering

Fetch

Apply filters…

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.

Filter

Then do this…

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.

Action

Get Started

Customisation

This template can be easily customised by changing the triggers, filters and actions
Learn more

Triggers
Filters
Actions

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.

epn_petty_cash_report_Amount

epn_petty_cash_report_DateTime

epn_petty_cash_report_DeviceId

epn_petty_cash_report_DeviceName

epn_petty_cash_report_FromDate

epn_petty_cash_report_locationId

epn_petty_cash_report_PettyCashReason

epn_petty_cash_report_PettyCashReasonId

epn_petty_cash_report_StaffId

epn_petty_cash_report_StaffName

epn_petty_cash_report_ToDate

epn_device_description

epn_device_id

epn_device_locationId

epn_device_name

epn_staff_hourlyRate

epn_staff_id

epn_staff_id_name

epn_staff_mainLocationId

epn_staff_name

epn_staff_referenceCode

epn_staff_roleId

epn_staff_showAtAllLocations

epn_location_areas_description

epn_location_areas_emailAddress

epn_location_areas_locationAreaId

epn_location_areas_locationAreaId_name

epn_location_areas_name

epn_location_areas_parentId

epn_locations_address1

epn_locations_address2

epn_locations_barTabSpendLimit

epn_locations_countryName

epn_locations_county

epn_locations_currencyId

epn_locations_dateFormat

epn_locations_decimalSeparator

epn_locations_description

epn_locations_emailAddress

epn_locations_groupSeparator

epn_locations_id

epn_locations_id_name

epn_locations_isWarehouse

epn_locations_languageId

epn_locations_locationAreaId

epn_locations_longTimeFormat

epn_locations_name

epn_locations_noOfTopSellers

epn_locations_numberOfBarTabs

epn_locations_phoneNumber

epn_locations_postCode

epn_locations_predefinedLocaleSettingsId

epn_locations_shortTimeFormat

epn_locations_showBarTabs

epn_locations_timeZoneId

epn_locations_town

epn_role_CanAccessBackOffice

epn_role_CanAccessMiscProducts

epn_role_CanAccesssCustomers

epn_role_CanAccessTablePlan

epn_role_CanAccessTill

epn_role_CanAccessTillAdminOptions

epn_role_CanAdjustFloat

epn_role_CanApplyBasketDiscounts

epn_role_CanApplyItemDiscounts

epn_role_CanChangeTabSpendAmount

epn_role_CanClearTransaction

epn_role_CanDeleteUnorderedItems

epn_role_CanDisableServiceCharge

epn_role_CanEditCustomerPoints

epn_role_CanHoldTransaction

epn_role_CanManuallySelectCustomer

epn_role_CanOrderAllocationServer

epn_role_CanOrderAllocationTableManager

epn_role_CanOrderAllocationTeamServer

epn_role_CanReceiveStock

epn_role_CanRefundItems

epn_role_CanRemoveFromTable

epn_role_CanRunEndOfDay

epn_role_CanSeeEndOfDayReport

epn_role_CanSendStock

epn_role_CanServerBaking

epn_role_CanStockTake

epn_role_CanTipOutOthers

epn_role_CanTipOutSelf

epn_role_CanUnlockDeviceViaPin

epn_role_CanUnrestrictedStockTake

epn_role_CanUseNoSale

epn_role_CanUsePayouts

epn_role_CanUsePettyCash

epn_role_CanVoidItems

epn_role_Description

epn_role_id

epn_role_id_name

epn_role_IsAdminOnTill

epn_role_MaxBasketDiscountAmount

epn_role_MaxBasketDiscountPercentage

epn_role_MaxCustomerCreditLimit

epn_role_MaxItemDiscountAmount

epn_role_MaxItemDiscountPercentage

epn_role_MaxRefundAmount

epn_role_name

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.