Book Keeping Report + Smart Data Updates
Use the Epos Now Book Keeping report as the basis for updating related records like products, staff, or customers. Automatically tag or enrich data based on sales performance. Ideal for workflows that connect financial data to wider business logic.
This template gives you a good starting point and you can customise it as needed.
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 report
The flow will fetch the report from your Epos Now account ready for filtering
Target the data you need
You can specify which rows from the report this flow applies to. Add as many filters as you like.
See the customisations section later on this page for a full list of available filters.
Update the related data
This is where you can specify what you want to update. Add as many actions 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.
B K R Cost Price
B K R Customer
B K R Customer Forename
B K R Customer Full Name
B K R Customer Surname
B K R Customer Title
B K R Date Time
B K R Device Name
B K R Discount Reason
B K R Discount Value
B K R Eat In or Take Out
B K R Eat Out
B K R From Date ( Filter)
B K R Location Name
B K R Margin
B K R Net Sales
B K R Nominal Code
B K R Notes
B K R Product Article Code
B K R Product Barcode
B K R Product Category Name
B K R Product I D
B K R Product Name
B K R Quantity
B K R Quantity Unit
B K R Staff I D
B K R Staff Name
B K R Tax
B K R Tax Code
B K R Tax Rate I D
B K R Tender Name
B K R To Date ( Filter)
B K R Total Sales
Brand
Brand Description
Brand Id
Brand Name
Category
Category Button Colour
Category Description
Category Id
Category Is Wet
Category Name
Category Nominal Code
Category Parent
Category Reporting Category
Category Show On Till
Category Sort Position
Container Fee Amount
Container Fee Bottle Deposit Item I D
Container Fee Name
Customer
Customer Address
Customer Address County
Customer Address Customer Id
Customer Address Id
Customer Address Is Main Address
Customer Address Line1
Customer Address Line2
Customer Address Name
Customer Address Post Code
Customer Address Town
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 Marketing Consent Email
Customer Marketing Consent Mail
Customer Marketing Consent Phone
Customer Marketing Consent Text
Customer Max Credit
Customer Notes
Customer Referencecode
Customer Sign Up Date
Customer Sign Up Location
Customer Surname
Customer Title
Customer Type
Measurement Scheme
Measurement Scheme
Multiple Choice Notes Id
Multiple Choice Notes Name
Popup Note Display Once Per Transaction
Popup Note Id
Popup Note Name
Popup Note Note
Product
Product
Product Age Restriction
Product Article Code
Product Article Code
Product Barcode
Product Barcode
Product Brand
Product Brand
Product Brand Name
Product Button Colour
Product Button Colour Id
Product Button Colour Name
Product Category
Product Category
Product Category Name
Product Colour
Product Colour
Product Colour Name
Product Container Fee Id
Product Container Fee Id
Product Container Fee Name
Product Container Fee Value
Product Cost Price
Product Cost Price Ex Tax
Product Cost Price Inc Tax
Product Cost Price Measurement Scheme Item I D
Product Cost Price Measurement Unit Volume
Product Cost Price Tax Group
Product Cost Price Tax Group Id
Product Cost Price Tax Group Name
Product Customer Product Pricing Customer Type I D
Product Customer Product Pricing Customer Type Name
Product Customer Product Pricing Eat Out Price
Product Customer Product Pricing Price I D
Product Customer Product Pricing Product I D
Product Customer Product Pricing Sale Price
Product Description
Product Description
Product Detailed Description
Product Eat Out Price
Product Eat Out Price Ex Tax
Product Eat Out Price Inc Tax
Product Eat Out Price Tax Group
Product Eat Out Price Tax Group Id
Product Eat Out Price Tax Group Name
Product Exclude From Loyalty Points Gain
Product Exclude From Loyalty Points Gain
Product Id
Product Id
Product Image Id
Product Image Main Image
Product Image Product Id
Product Image U R L
Product Is Archived
Product Is Cost Price Inc Tax
Product Is Cost Price Inc Tax
Product Is Eat Out Price Inc Tax
Product Is Eat Out Price Inc Tax
Product Is Multiple Choice Product Optional
Product Is Sale Price Inc Tax
Product Is Sale Price Inc Tax
Product Is Tax Exemptable
Product Is Variable Price
Product Is Variable Price
Product Location Area Price
Product Location Area Price Cost Price Exc Tax
Product Location Area Price Eat Out Price
Product Location Area Price Sale Price
Product Margin
Product Measurement Details Cost Price Measurement Scheme Item Id
Product Measurement Details Cost Price Measurement Unit Volume
Product Measurement Details Sale Price Measurement Scheme Item Id
Product Measurement Details Sale Price Measurement Unit Volume
Product Measurement Scheme Item I D
Product Measurement Unit Volume
Product Multi Choice Note Name
Product Multiple Choice Note
Product Multiple Choice Note
Product Name
Product Name
Product Order Code
Product Order Code
Product Order Quantity Limit
Product Popup Note
Product Popup Note
Product Popup Note Short Description
Product Product Type
Product Product Type
Product R R Price
Product Reference Code
Product Rr Price
Product Sale Price
Product Sale Price Ex Tax
Product Sale Price Inc Tax
Product Sale Price Tax Group I D
Product Sale Price Tax Group Id
Product Sale Price Tax Group Name
Product Scannable Only
Product Sell On Till
Product Sell On Till
Product Sell On Web
Product Sell On Web
Product Size
Product Sku
Product Sku
Product Sort Position
Product Supplier
Product Supplier
Product Supplier Name
Product Tare Weight
Product Tare Weight
Product Tax Exempt Eligible
Product Till Order
Product Type Name
Product Type Value
Product Unit Of Sale
Product Unit Of Sale
Product User Defined Field Id
Product User Defined Field Name
Product User Defined Field Value
Product Variant Description
Product Variant Group Id
Product Variant Id
Product Variant Item Id
Product Volume Of Sale
Product Volume Of Sale
Role
Role
Role Can Access Back Office
Role Can Access Back Office
Role Can Access Misc Products
Role Can Access Misc Products
Role Can Access Table Plan
Role Can Access Table Plan
Role Can Access Till
Role Can Access Till
Role Can Access Till Admin Options
Role Can Access Till Admin Options
Role Can Accesss Customers
Role Can Accesss Customers
Role Can Adjust Float
Role Can Adjust Float
Role Can Apply Basket Discounts
Role Can Apply Basket Discounts
Role Can Apply Item Discounts
Role Can Apply Item Discounts
Role Can Change Tab Spend Amount
Role Can Change Tab Spend Amount
Role Can Clear Transaction
Role Can Clear Transaction
Role Can Delete Unordered Items
Role Can Delete Unordered Items
Role Can Disable Service Charge
Role Can Disable Service Charge
Role Can Edit Customer Points
Role Can Edit Customer Points
Role Can Hold Transaction
Role Can Hold Transaction
Role Can Manually Select Customer
Role Can Manually Select Customer
Role Can Order Allocation Server
Role Can Order Allocation Server
Role Can Order Allocation Table Manager
Role Can Order Allocation Table Manager
Role Can Order Allocation Team Server
Role Can Order Allocation Team Server
Role Can Receive Stock
Role Can Receive Stock
Role Can Refund Items
Role Can Refund Items
Role Can Remove From Table
Role Can Remove From Table
Role Can Run End Of Day
Role Can Run End Of Day
Role Can See End Of Day Report
Role Can See End Of Day Report
Role Can Send Stock
Role Can Send Stock
Role Can Server Baking
Role Can Server Baking
Role Can Stock Take
Role Can Stock Take
Role Can Tip Out Others
Role Can Tip Out Others
Role Can Tip Out Self
Role Can Tip Out Self
Role Can Unlock Device Via Pin
Role Can Unlock Device Via Pin
Role Can Unrestricted Stock Take
Role Can Unrestricted Stock Take
Role Can Use No Sale
Role Can Use No Sale
Role Can Use Payouts
Role Can Use Payouts
Role Can Use Petty Cash
Role Can Use Petty Cash
Role Can Void Items
Role Can Void Items
Role Description
Role Description
Role Id
Role Id
Role Is Admin On Till
Role Is Admin On Till
Role Max Basket Discount Amount
Role Max Basket Discount Amount
Role Max Basket Discount Percentage
Role Max Basket Discount Percentage
Role Max Customer Credit Limit
Role Max Customer Credit Limit
Role Max Item Discount Amount
Role Max Item Discount Amount
Role Max Item Discount Percentage
Role Max Item Discount Percentage
Role Max Refund Amount
Role Max Refund Amount
Role Name
Role Name
Staff Has Swipe Card
Staff Hourly Rate
Staff I D
Staff Id
Staff Main Location Id
Staff Name
Staff Reference Code
Staff Role Id
Staff Show At All Locations
Supplier
Supplier
Supplier Address Line1
Supplier Address Line1
Supplier Address Line2
Supplier Address Line2
Supplier Contact Number
Supplier Contact Number
Supplier Contact Number2
Supplier Contact Number2
Supplier Country
Supplier Country
Supplier Description
Supplier Description
Supplier Email Address
Supplier Email Address
Supplier Id
Supplier Id
Supplier Name
Supplier Name
Supplier Post Code
Supplier Post Code
Supplier Town
Supplier Town
Supplier Type
Supplier Type
Tag Id
Tag Name
Tag Type Id
Tax Group Id
Tax Group Id
Tax Group Id
Tax Group Name
Tax Group Name
Tax Group Name
Unit of Sale Name
Unit of Sale Value
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.
Brand Description
Brand Name
Category Button Colour
Category Description
Category Is Wet
Category Name
Category Nominal Code
Category Parent
Category Reporting Category
Category Show On Till
Category Sort Position
Container Fee Amount
Container Fee Name
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 Marketing Consent Email
Customer Marketing Consent Mail
Customer Marketing Consent Phone
Customer Marketing Consent Text
Customer Max Credit
Customer Notes
Customer Referencecode
Customer Sign Up Date
Customer Sign Up Location
Customer Surname
Customer Title
Customer Type
Multiple Choice Notes Name
Popup Note Display Once Per Transaction
Popup Note Name
Popup Note Note
Product Article Code
Product Barcode
Product Brand
Product Button Colour
Product Category
Product Colour
Product Container Fee Id
Product Cost Price
Product Cost Price Tax Group
Product Description
Product Detailed Description
Product Eat Out Price
Product Eat Out Price Tax Group
Product Exclude From Loyalty Points Gain
Product Is Archived
Product Is Cost Price Inc Tax
Product Is Eat Out Price Inc Tax
Product Is Multiple Choice Product Optional
Product Is Sale Price Inc Tax
Product Is Tax Exemptable
Product Is Variable Price
Product Measurement Details Cost Price Measurement Scheme Item Id
Product Measurement Details Cost Price Measurement Unit Volume
Product Measurement Details Sale Price Measurement Scheme Item Id
Product Measurement Details Sale Price Measurement Unit Volume
Product Multiple Choice Note
Product Name
Product Order Code
Product Popup Note
Product Product Type
Product Reference Code
Product Rr Price
Product Sale Price
Product Sale Price Tax Group I D
Product Sell On Till
Product Sell On Web
Product Size
Product Sku
Product Sort Position
Product Supplier
Product Tare Weight
Product Unit Of Sale
Product Variant Group Id
Product Volume Of Sale
Role Can Access Back Office
Role Can Access Misc Products
Role Can Access Table Plan
Role Can Access Till
Role Can Access Till Admin Options
Role Can Accesss Customers
Role Can Adjust Float
Role Can Apply Basket Discounts
Role Can Apply Item Discounts
Role Can Change Tab Spend Amount
Role Can Clear Transaction
Role Can Delete Unordered Items
Role Can Disable Service Charge
Role Can Edit Customer Points
Role Can Hold Transaction
Role Can Manually Select Customer
Role Can Order Allocation Server
Role Can Order Allocation Table Manager
Role Can Order Allocation Team Server
Role Can Receive Stock
Role Can Refund Items
Role Can Remove From Table
Role Can Run End Of Day
Role Can See End Of Day Report
Role Can Send Stock
Role Can Server Baking
Role Can Stock Take
Role Can Tip Out Others
Role Can Tip Out Self
Role Can Unlock Device Via Pin
Role Can Unrestricted Stock Take
Role Can Use No Sale
Role Can Use Payouts
Role Can Use Petty Cash
Role Can Void Items
Role Description
Role Is Admin On Till
Role Max Basket Discount Amount
Role Max Basket Discount Percentage
Role Max Customer Credit Limit
Role Max Item Discount Amount
Role Max Item Discount Percentage
Role Max Refund Amount
Role Name
Staff Has Swipe Card
Staff Hourly Rate
Staff Main Location Id
Staff Name
Staff Reference Code
Staff Role Id
Staff Show At All Locations
Supplier Address Line1
Supplier Address Line2
Supplier Contact Number
Supplier Contact Number2
Supplier Country
Supplier Description
Supplier Email Address
Supplier Name
Supplier Post Code
Supplier Town
Supplier Type