
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